Formitize Help Desk

To create a new Purchase in the App > Accounts > Expenses > + to create a new purchase / expense. Once saved an attachment (photo) can be add...

To add photo to Purchase / Expense in the App > Expense you would like to add the attachment to > attachments tab >  + button in the bottom righ...

To create a new Purchase in the Web Portal. Select the CRM > Purchases > +New Purchase

To create a new Purchase in the App, go to Accounts > Expenses and then add your New Purchase

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...

The Purchase Order email is default text. To change the template for your Purchase Order email content, Web Portal > Settings cog > Accounts > Purc...

Default email attachments for Purchases can be managed in your Web Portal, Settings cog > Accounts > Purchases. You can attach Resources from within y...

In the Web Portal expenses can be added in as Purchases.  CRM > Purchases > + New Purchase Purchases are referred to as Expenses on the A...