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
To mark a PO as paid:
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 PO# of the PO that you want to update an invoice for
Scroll down to the Items section of the PO page and on the left side, click View all
In the Manage invoices & payments panel click the Payments tab
Click the Add Payment button
Enter the required information for the payment
Click Select a file to upload proof of payment
Select a receipt of other proof of payment that’s been saved to your computer to add
When you’re done, click the Save button
Select a project, then click View POs.
Click on a PO#
Click View all
Add the required information
Click Select a file