Question asked by Gareth Ricketts 11 months ago
Xero offers a stage with Purchase Orders where they can be approved by others eg. management
Is this an option that can be considered?
Also in Clearbooks we can view Purchase Orders as:
All - Draft - Unbilled - Billed
Could we add in like Xero:
All - Draft - Awaiting Approval - Approved - Billed
This is the correct way Purchase Orders should be managed
As per my response to your other request, PO approvals and visibility of the user who created each purchase order, are now available in Clear Books. Read more here.
Best answerHi Gareth,
Thank you for this. I will pass this onto our Product team to review.
Tommy
Can we also see who has raised a Purchase Order?
And is there also a way we can have a clickable link to a Purchase Order from within the Invoice screen?
Thanks
Hi Gareth,
You can view who created the PO by heading to the Building Icon > Audit Log > Search for the PO.
For the clickable link, I will raise this as a separate request.
Tommy
Wouldn't it be easier to see it on the PO screen?
We'd really like to see how many purchase orders employee x has raised, how many employee y has and so on.
We could then filter etc
Hi Gareth,
Unfortunately, the audit log is the only place to track changes. I will pass this feedback to our Product team.
Tommy
Could we not be able to filter?
Hi Gareth,
Unfortunately not at the moment. This is something I have logged with our Product team.
Tommy
As per my response to your other request, PO approvals and visibility of the user who created each purchase order, are now available in Clear Books. Read more here.
Best answer
You must 