FAQ's

How do I create a New Purchase in the App?
To create a new Purchase in the App > Accounts > Expenses > + to create a new purchase / expense. Once saved an attachment (photo) can be add...
Tue, 11 Apr, 2023 at 11:37 AM
How do I create a New Purchase in the Web Portal?
To create a new Purchase in the Web Portal. Select the CRM > Purchases > +New Purchase
Tue, 11 Apr, 2023 at 11:42 AM
How do I create a New Purchase in the App?
To create a new Purchase in the App, go to Accounts > Expenses and then add your New Purchase
Tue, 18 Apr, 2023 at 2:48 PM
Purchase Prefix and Automatic Sequential Numbering
Purchase Prefix is the information positioned in-front of the Purchase Order, we use “PO-” as your default, you can change this through your settings otherw...
Mon, 17 Apr, 2023 at 2:13 PM
Purchase Order Email
The Purchase Order email is default text. To change the template for your Purchase Order email content, Web Portal > Settings cog > Accounts > Purc...
Fri, 25 Aug, 2023 at 11:34 AM
Purchases Default Email Attachments
Default email attachments for Purchases can be managed in your Web Portal, Settings cog > Accounts > Purchases. You can attach Resources from within y...
Wed, 13 Jul, 2022 at 4:47 PM
Where can I add my Expenses?
In the Web Portal expenses can be added in as Purchases.  CRM > Purchases > + New Purchase Purchases are referred to as Expenses on the A...
Fri, 5 May, 2023 at 2:09 PM
How do I add photos to Purchases in the App?
To add photo to Purchase / Expense in the App > Select the Expense you would like to add the attachment to > Attachments Tab >  + Button in the bot...
Fri, 27 Oct, 2023 at 12:34 PM