In this video, I will show you how to create, modify, approve, and download a Purchase Order (PO). Purchase Orders help you control spending and track committed costs before invoices arrive.

To create a PO, open the POs menu and click Create PO.

Enter a Description (such as payment terms) and select the Company or Crew from your contacts list. Next, select the specific Budget Code this expense belongs to. Enter the Rate, Quantity, and applicable Tax. You can also upload supporting files here. Click Save to finish.

Now the PO is ready for approval. Click the Approve button to confirm it.

Once approved, the PO automatically updates the project Cost Report. If you navigate to the Cost Report, you will see the amount reflected in the PO Commits column, showing that the funds are committed but not yet paid.

You can Download the official PO PDF by clicking the download icon on the list view.

If you need to make changes, simply click the Edit button to update the details. If a PO is no longer needed, you can select it and click Delete to remove it.