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How do I Approve a Purchase Order?


The video is at the bottom of the page.

Instruction
 
Before a PO can be converted to an Invoice, it must be approved.

There are four options to approve purchase orders.

A.  Boardroom: My Pending Purchase Orders

Check the box for the desired invoices and click the Approve All button.

B.  Accounting > Purchase Orders

Select "My Pending Purchase Orders" and click GO

Check the box for the desired invoices and click the Approve All button.

  

 

Accounting > Purchase Orders

Click into a single Purchase Order. 
Under Line Items, hover over the approval check box. Check the Approve check box.

    

 

To see what approvals are still needed, click the words Workflow

 

Accounting > Purchase Orders

 Click Process Pending Purchase Orders

It will go through all unapproved Purchase Orders. You will have options to Approve, Dispute or 


NEED MORE HELP? WATCH THIS VIDEO


Video too small? Click the Full Screen link on the lower right of the video!

 

 
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