- To create a purchase on your smartphone application, you can either click the '+' button from the home page or open the menu on the left hand side:
- You can select whether this will be a purchase or a reimbursement:
- You can then add one or more items to the purchase, and adjust the quantity, price, or search through your catalog of items by clicking the magnifying glass next to the item name:
- Then select what type of purchase this will be (Vendor will invoice denotes an open purchase that the office will log an invoice against at a later date):
- Then select your Vendor (required) and Job (optional). Please note that if you are searching for your jobs or vendors, some devices will require you enter at least 5 characters of the job or vendor name in order to return results:
- As an optional feature, you will be able to add a picture of a receipt and/or comments which will be visible to the office:
- Lastly, you will be able to review everything entered in the previous steps before submitting:
Comments
0 comments
Please sign in to leave a comment.