Purchase Order - Queries

Question asked by Gareth Ricketts 4 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

8 Replies

Hi Gareth,

Thank you for this. I will pass this onto our Product team to review.


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?


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.


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.


Hi Gareth,

Unfortunately not at the moment. This is something I have logged with our Product team.


Reply to this question

Attach images by dragging and dropping or upload

Your comments will be public and can be answered by anyone in the Clear Books community.

Find out what we do and who we are