When to 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. 

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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.  

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  • 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. 



Associating a Purchase Order 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.

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

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