This help article is related to Payables
In Wrapbook, production accountants and administrators can manage POs using either Payables or the Production Accounting Suite.
POs are permission based
The ability to allow workers to create POs 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, or Manage
If you have workers who need to generate POs during a production, you can enable them from the project’s Purchase orders dashboard.
When a project worker is allowed to create POs, they can:
Create new POs
View POs they’ve created
See the total dollar amount of their POs
See POs that are awaiting invoice, paid, and unpaid
Export POs to HotBudget or Showbiz
To allow workers to create POs:
From the left-side navigation, click the dropdown menu
Select the name of the project that you want to enable worker purchase orders for
In the project dashboard’s Purchase orders overview, click View POs
On the Purchase Orders page, click the Enable workers button
In the Enable purchase orders for workers popup, click the checkbox next to each worker you want to enable
When you’re finished making your selections, click the Save Permissions button
Select the project and then click View POs
Click the Enable workers button
Click the checkboxes to select the workers, then click the Save permissions button