Purchase Order Management

We are proud to unveil our latest Timesheet Portal feature: Purchase Order Management.

In summary, rather than tying your purchase order numbers to jobs or projects, you can now establish a purchase order record with a specified amount along with a start and end date. We anticipate this will assist you in saving time when organising paperwork or filtering your system to locate it.

This is only phase 1 of simplifying purchase orders. Our next phase will provide you with the ability to invoice per purchase order and include email notifications when the remaining amounts of purchase orders are running low, along with additional graphs and reports. Stay tuned!

Easier Purchase Orders

The principle of this new addition is straightforward. You can attach the same Purchase Order to multiple jobs/projects, allowing you to monitor ongoing expenditure. To access it, navigate to the Clients page. There, you will find a new tab for Purchase Orders—click on it. This will provide you with a clear display of current purchase orders, their expenditure, and the percentage remaining.

If you have previously been entering purchase order numbers into the Timesheet Portal, our upgrade scripts will have already generated purchase order records. All you need to do is visit the Clients page and adjust your purchase order amounts so you can begin adding value. Please note the small differences involved when creating a new job or project now. Instead of merely entering the text of the purchase order, type in the PO and then select Create New if this is a new submission. If the purchase order already exists, it will appear in a drop-down list for you to select from.

Be Part of Future Developments

At Timesheet Portal, we are always looking for ways to give our clients as much value as we can. All of our updates and changes begin with you. Therefore, if you have any complaints, suggestions or would just like to provide feedback - we are waiting to hear from you.