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Creating a Receipt
James Gold avatar
Written by James Gold
Updated over a week ago

OVERVIEW

  • How to create a receipt on a Purchase Order


  • All approvers will be notified via email that the PO has progressed from Issued.


Receipt Creation

  • Select 'Create Receipt' on the PO

  • Enter the draft receipt details

    • Invoice Number: The invoice reference for this receipt

    • Approver(s): DOA (approval to pay)

    • Invoice date: The date of invoicing (cannot be a future date)

    • Value/Quantity: The value/quantity for this specific invoice receipt

    • Comments: Any notes required for the approver

  • Select save draft to save the details

    • All fields must be entered to be able to save

  • Select 'Submit for approval' once ready for approval

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