FAQ's

How do I create a New Purchase in the App?
To create a new Purchase in the App, Log in > Accounts > Expenses > + symbol to create a new purchase / expense. Once saved, an attac...
Thu, 3 Oct, 2024 at 1:46 PM
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.
Thu, 3 Oct, 2024 at 1:50 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...
Thu, 11 Jul, 2024 at 1:49 PM
How do I edit my default Purchase Order email?
The Purchase Order email is default text. In the Web Portal, go to the Settings cog > Accounts > Purchases > Purchase Order Email > Save at ...
Thu, 3 Oct, 2024 at 1:58 PM
How do I add / edit Purchases Default Email Attachments?
Default email attachments for Purchases can be managed in your Web Portal go to the Settings cog > Accounts > Purchases. You can attach Resources from...
Fri, 4 Oct, 2024 at 11:08 AM
Where can I add my Expenses?
In the Web Portal, expenses can be added in as Purchases.  Go to Accounts > New Purchase. Purchases are referred to as Expenses on the Ap...
Thu, 7 Nov, 2024 at 2:11 PM
How do I add photos to Purchases in the App?
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...
Tue, 2 Jul, 2024 at 12:07 PM