Generating invoices, purchase orders and bills is quick and easy in ManagePlaces. As an example, we'll generate a purchase order but the process is the same for timesheets, invoices and bills too. This can be done in 3 simple steps:
Step 1:
First we need to bring up a purchase order form. To do this click Projects in the left-hand navigation, then click into the relevant project in your portfolio. Now click into the Finances tab of your project to access the expenditure dashboard. At the top right of the screen, you will see two dropdown menus. Click into the Add new dropdown and select Add purchase order.
Step 2:
Fill in your purchase order form's details and select the item(s) you want to purchase in the dropdown menus on each line. Click Add purchase order to complete.
Note: Before you can add items (like materials or labour) into your purchase order, you need to create and price them first. Here is a simple tutorial explaining how.
Step 3:
Lastly, you can approve the purchase order by clicking Authorise in the left-hand navigation. Once approved, you can also mark the purchase order as billed by clicking Mark as billed.
