Hi BGMH,
The original purchase order (PO) number doesn’t carry through automatically when you convert a purchase to a bill. If you want to hold onto that original PO number, you’ll need to manually enter it when you’re converting the purchase. This can only access within AccountRight not when using the browser version. You can refer to the help article that Princess_R previously provided for more info. Bit of a manual job, but that’s how it works!
Regards,
Shella
I'd actually like to know the answer to BGMH's question also. Once a purchase order has become a bill how do we find details of the original purchase order? In the history of the bill there's nothing there to say that it came from a PO apart from the PO number (which can be changed manually). How does this stand up in auditing? How will an auditor trace purchases back to a PO? How can an owner search through PO's to check what it was originally for?
Hi Leashy79,
Good question! You are right, spotting bills that were converted from purchase orders isn’t super straightforward, you’d need to do a bit of manual digging, which can take a little time. There’s no quick way to check it in the system. One workaround is to pop a note on the bill when you convert it from a purchase order. It’s an extra step, but it’ll make things heaps easier when you’re auditing down the track.
Regards,
Genreve
you’d need to do a bit of manual digging, which can take a little time. There’s no quick way to check it in the system.
Could you provide specifics about this manual digging process pls?
