Associate a Purchase Order with a Job or Visit

A Purchase Order in SingleOps can be associated with a Job or Visit in order to track costing or to add a billable expense to an Invoice. Although all Purchase Orders that sync to QuickBooks appear the same (as a Bill), associating a Purchase Order with a Job or a Visit will produce different results in SingleOps.

In this article:

Associate a PO with a Visit

Associate a PO with a Job

Additional Notes

Associate a PO with a Visit

• This association will produce the most accurate reporting & is considered best practice. 
• This association affects Job Costing & Visit Costing inside SingleOps. 
• The Purchase Order details will appear in the Expenses table on the Visit page.
• In order to transfer the cost of a Purchase Order Line Item to a Client's Invoice, the Item must be marked as Billable on a Purchase Order that's associated with a Visit.

Associate a PO with a Job

• This association only affects Job Costing inside SingleOps; it will not affect Visit Costing.  
• Purchase Order details will appear in the Purchase Order table on the Job show page.

You can find more information on creating & approving Purchase Orders here. 

Additional Notes

• To find additional settings related to Purchase Orders, navigate to: Setup > Account Settings > Tasks
  • Make sure that any item added to a PO is marked as reimbursable before adding the item to a PO, or it will not sync. Editing and adding the setting to an item later (retroactively) will not solve any sync issues related to this setting being missed initially.