Link Purchase Orders to Jobs
complete
Damien Knight
complete
We’re excited to announce a powerful new feature that allows you to link Purchase Orders directly to Jobs in Workever!
This update streamlines your workflow by keeping all related information in one place, making it easier to track expenses and manage your projects efficiently. ✅
Say goodbye to juggling screens and losing track of important details—everything you need is now seamlessly connected!
For a step-by-step guide on how to use this new feature, check out our help article here: https://help.workever.com/en/articles/10838448-linking-purchase-orders-to-jobs
We’re committed to making your experience better every day. Let us know what you think of this new addition! 💡
Damien Knight
in progress
Dan S
Merged in a post:
Create Purchase Orders through jobs;
Dan S
Have a way to create purchase orders through jobs, to include the items from a job on a purchase order without having to input the details manually all over again.
C
Cathy Moon
this is a must when costing jobs
N
Neil Wheadon
This is something that would be beneficial to us. It allows us to keep tabs of costs against jobs, and refer to the order was placed against.
Dan S
Merged in a post:
Purchase Orders improvements;
Dan S
1.link purchase order to job;
2.create purchase order from job (convert to purchase order);
3.Sync purchase orders with accounting integrations;
R
Rhys Bartram
Looked at ways to create a PO today and link to a job, sooner this feature comes in the better, as can then assign the POs to the supplier and customer and match up and record products ordered and used
N
Nicholas Nicola
Should be a tab within a job to create PO directly from the job which then links into the PO section and adds it within the listed area. Simple enough solution no?
Damien Knight
planned
J
Jared Bridge
Damien Knight: Hi Damian
Any update on PO’s for contractors?
Damien Knight
Jared Bridge: Do you mean the ability to select a contractor when adding a purchase order?
Damien Knight
ability to copy cost items direct from the PO onto jobs and choose between billable and non billable.
R
Rhys Bartram
Damien Knight: Will PO's be sync to quickbooks as a expense?
Damien Knight
Rhys Bartram: Hey there potentially yes in future, but first they will just link to jobs and then later in a separate task sync purchases to accounting packages
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