Associate a Purchase Order with a Job or Visit

Introduction

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. 

 

Table of Contents

I. Associating a Purchase Order with a:

- Visit

- Job

 

I. Associating a Purchase Order 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. 


mceclip1.png

 

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.

mceclip0.png

 

 

Screen_Recording_2021-07-01_at_10.36.52_AM.gif

 

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

Was this article helpful?
1 out of 1 found this helpful

Comments

0 comments

Article is closed for comments.