Announcement: Enhanced Purchase Order Feature

News posted by Mohamed Elbediwy 6 months ago

Hi All,

As part of our continual improvement of Clear Books, we are happy to announce we have now launched an improvement to the purchase order feature. Before this enhancement, you could use the “reference” field on a bill to track which purchase order the bill relates to. Now, there is a new field specifically for the purchase order reference. This field allows you to link purchase orders with bills to make it even easier to manage and track your business spending. We hope you all find this a useful addition!

To use purchase orders, first turn on the purchase order toggle feature

“Purchase Order Reference” Field on bills

When creating a bill, there is a new field to link it to a purchase order. Select the PO using the drop down list, or type in the PO number. If you edit the bill later, you can change or remove the linked PO.

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The PO reference appears when viewing the bill:

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The PO reference now shows in the table of bills from the Purchases > Bills menu:

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You can continue to enter bills that link to a PO by using the Create bill button on the PO, and will pre-populate the PO reference field.

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View linked bills from the Purchase Order

The PO displays the linked bills in a table view, which also summarises how much of the PO has been billed, and how much of the PO is left to bill:

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Impact for users of the legacy invoice and bill creation form

If you are a user of our legacy invoice and bill creation form, you won’t be able to benefit from the PO enhancements, and you may find issues with your legacy invoice and bill features. If you are one of the few users on our legacy invoice and bill creation form, we recommend you upgrade to the latest version.

To upgrade, head to the Preview which is shown in the top menu bar:

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And then start the preview of ‘Better invoicing’:

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If you can’t see the option to upgrade, then you are already using the latest version.

If you have any questions or feedback just let us know.

All the best,

Mohamed.

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