Create a PO (Cost tracking)

  • Updated on Jul 18, 2025
  • Published on Mar 16, 2025
  • 2 minute(s) read
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This help article is related to Cost tracking

In Wrapbook, production accountants and administrators can manage POs using either Cost tracking or the Production Accounting Suite.  Click here to see how POs work with PAS.

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: Accounting & Cost Tracking / Purchase orders - Full access, Manage

Creating a PO

To create a new PO:

  1. From the left-side navigation, click the dropdown menu

  2. Select the name of the project that you want to see purchase orders for

  3. In the project dashboard’s Purchase orders overview, click View POs

  4. On the Purchase Orders page, click the Create PO button, and then select New PO. Click here to learn how to use the Quick create PO option.

  5. On new PO page, click the lookup icon under Vendor to select a vendor from your company's database in Wrapbook, or click the Create new vendor button to add details for a new vendor, and then continue entering the rest of the required details.

  6. You can add documentation to the PO by clicking the Attach files button

  7. Use the line items beneath the PO details to enter items included in the PO

    • To upload an invoice click the Import button

    • To add an invoice that’s already been created for the project in Wrapbook, click the Invoices & Payments button

    • Use the filters to sort and find lines that have already been added to the PO. You can filter by Line #, Description, Asset, and Status

    • Click the three  dots next to a line item to Remove, Add new line, Duplicate, or Close

  8. When you’re finished, click the Save button

If you’re using an accounting software integration with Wrapbook, vendors will be automatically added for use when adding POs.

Dashboard overview showing onboarding, timecards, petty cash, and purchase orders details.

Select a project, then click View POs

Overview of purchase orders with total amounts and vendor details displayed.

On the Purchase orders dashboard, click the Create PO button, then select New PO

Purchase order details form with vendor selection and date input fields displayed.

Click the lookup icon under Vendor to select a vendor from your company's database in Wrapbook, or click the Create new vendor button to add details for a new vendor

Purchase order details including vendor, total amount, and invoice status information.

To upload an invoice click the Import button. To add an invoice that’s already been created for the project in Wrapbook, click the Invoices & Payments button.

Invoice management interface displaying filters, total amount, and line item details.

Use the filters to sort and find lines that have already been added to the PO. You can filter by Line #, Description, Asset, and Status.

Invoice summary showing vehicle storage details and options to manage entries.

Click the three  dots next to a line item to Remove row, Add new line, Duplicate, or Close

Purchase order details including vendor, total amount, and item descriptions listed below.

When you’re ready, click the Save button. Once the PO is saved, it will be auto-assigned a PO#.

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