Formitize User Guide

To create a new Purchase in the App, Log in > Accounts > Expenses > + symbol to create a new purchase / expense. Once saved, an attac...

To create a new Purchase in the Web Portal. Select the CRM > Purchases > + 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. In the Web Portal, go to the Settings cog > Accounts > Purchases > Purchase Order Email > Save at ...

Default email attachments for Purchases can be managed in your Web Portal go to the Settings cog > Accounts > Purchases. You can attach Resources from...

In the Web Porta,l expenses can be added in as Purchases.  Go to CRM > Purchases > + New Purchase Purchases are referred to as Expense...

To add photo to Purchase / Expense in the App, go to Accounts > Expenses > select the Expense, or add a new one by clicking on the + symbol. In th...