Question asked by Gareth Ricketts 3 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
Hi 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
You must 