Purchase orders (POs) are permission based
To access POs in Wrapbook, your account must have one of the following roles enabled:
Role: Company Admin, Company Manager, Project Coordinator
Custom role with: Purchase orders - Full access, Manage
You can export PO data from Wrapbook to Hot Budget, Showbiz, a Backup or a PO Binder.
To export a project’s POs:
From the left-side navigation, click the dropdown menu
Select the name of the project that you want to see purchase orders for
In the project dashboard’s Purchase orders overview, click View POs
On the Purchase Orders page, click the Export button
In the dropdown menu, click to select where you want the export to be sent to
PO Backups
Are designed for wrapping out a project
Organize all POs into individual folders along with their corresponding backup documentation (like invoices and W-9s)
The POs will be saved to your computer in a zip file
To access the file, navigate to where your computer saves new downloads and click to open the zip file
PO Binders
Are designed for accounting teams
Organize everything by timeline and payment type
The POs will be saved to your computer in a zip file
To access the file, navigate to where your computer saves new downloads and click to open the zip file
Select a project, then click View POs.
Click Export
Select where you want to export the POs to