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...
Wed, 20 Jul, 2022 at 3:09 AM
How do I add photos to Purchases in the App?
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
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 
Fri, 22 Jul, 2022 at 3:51 PM
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  
Mon, 11 Jul, 2022 at 9:32 AM
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...
Sat, 16 Jul, 2022 at 5:22 AM
Purchase Order Email
Purchase Order Email is the default text for when you are sending a purchase order via email. To set the template for your Purchase email Web Portal > Se...
Sat, 16 Jul, 2022 at 5:22 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