Get purchases approved before they happen by adding a purchase order in Pleo.
To add the purchase order:
- Go to Purchase Orders
- Click Create purchase order
- Add the details, make sure to provide at least one line item and the currency the invoice will be sent in
- Add a reviewer
Once the purchase order has been created:
- The reviewers can review them in Reviews. At least one reviewer needs to approve the purchase order.
- The purchase order can be edited and downloaded
- The purchase order can be connected to an invoice:
- Go to Invoices
- Select the invoice
- Under Purchase order, select the purchase order
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