FAQ's
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
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...
Sat, 16 Jul, 2022 at 5:11 AM
To create a new Purchase in the Web Portal. Select the CRM > Purchases > +New Purchase
Tue, 11 Apr, 2023 at 11:42 AM
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 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
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
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
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