DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Tick Mark for Purchase order when copied to Purchase Invoice

#1

HI guys,

thanks for the Manager.io
just a suggestion, it will be really helpful if we can get Tick Marks next to Purchase order lists when copied to Purchase Invoices, so when we click PURCHAS ORDER tab, we will know which Purchase orders are already copied to Purchase Invoices. (I am not good in accounting but feel it could help allot of users)

Thanks

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#2

You can have this information by adding a custom field to purchase orders of the list type, named Status. Set it up to show as a column. After a purchase order is copied, edit the purchase order by changing the Status field. You would need to edit the purchase order anyway to check your box after copying, so it would be no additional work. This also allows you to include more than one status category, such as quote confirmed, invoice entered, backordered, in transit, etc.

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#3

Hi there,

Thanks for updating my tiny knowledge about Manager.io
its really helpful.

Thanks

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