Associate a Purchase Order with a Job or Visit

A Purchase Order in SingleOps can be associated with a Job or Visit in order to track costing or to add a billable expense to an invoice. Although all Purchase Orders that sync to Quickbooks appear the same (as a Bill), associating a Purchase Order with a Job or a Visit will produce different results in SingleOps.

Associate a PO with a Visit:

• This association will produce the most accurate reporting & is considered best practice. 
• This association affects Job costing & Visit costing inside SingleOps. 
• The Purchase Order details will appear in the Expenses table on the Visit page.
• In order to transfer the cost of a Purchase Order Line Item to a client's invoice, the Item must be marked as Billable on a Purchase Order that's associated with a Visit.

Associate a PO with a Job:

• This association only affects Job costing inside SingleOps; it will not affect Visit costing.  
• Purchase Order details will appear in the Purchase Order table on the Job show page.

You can find more information on creating & approving Purchase Orders here.