This help article is related to Payables
In Wrapbook, production accountants and administrators can manage POs and invoices using either Payables or the Production Accounting Suite.
Payables is permission based
To access Payables in Wrapbook, your account must have one of the following roles enabled:
Role: Company Admin, Company Manager, or Project Coordinator
Custom role with:
Accounting & Cost Tracking / Purchase orders - Full access, Manage, Approve only, or View only
AP invoices - Full access, Create and manage, or View only
Managing payables in Wrapbook
In Wrapbook, you can manage the following accounting workflows from the PAYABLES menu:
Purchase orders (POs) - A PO is a document created by a buyer that represents a commitment to purchase goods or services from a vendor
Invoices - Payable invoices represent an obligation to pay vendors for goods/services provided
How to access payables
To manage POs and invoices in payables:
In the left-side navigation, click the dropdown menu and select the project that you want to manage payables for
In the left-side navigation, click PAYABLES to expand the menu
From the PAYABLES menu:
Click Purchase orders to go to the Purchase orders dashboard
Click Invoices to go to the Invoices dashboard
.png)
Select the project, click to expand the PAYABLES menu, and then click either Purchase orders, or Invoices