There are two location where Purchase Orders and Expenses can be added on the Mobile App. From the main log in screen click the Add Purchases icon or from inside a project, click on the Purchases icon
The Purchases Icon will also allow you to Edit existing purchases created previously.
Add a Purchase
Select the Project name
Select to create an Expense or a Purchase Order by answering Yes or No for A PO number
Enter a Price to Save and come back to Edit later if you are making a purchase
Complete requested information on the form
Select Vendor
Enter Date of Purchase
Enter total Purchase Amount
Select Payment Method (added via web under Accounting>Expenses>Payment Types)
Add description (optional)
Add photo of Receipt
Select Cost Codes (you may use multiple)
Enter values for selected cost codes
Save in upper right
Click + Select Project Cost Codes to add or remove selected codes. The list of available cost codes are those in the project with Expense Types that are eligible for Purchase Orders such as Materials (.M), Equipment (.EQ), Other (.O), Overhead (.OH)
* What if I don’t see the cost code I need? If you don’t see the cost code you need for the purchase in the list, it will need to be added by the Project Manager. Since the cost code can be changed in the web portal before approval, you can still submit by selecting the closest code and make a note in the Description cell.
Click to Add your purchase receipt. It will allow you to take a photo or Browse for an image you have taken and saved on your device.
*What if my receipt is too long or more than one page? Only one photo can be attached here but if you are unable to capture the entire image in one shot, a PM or Accountant can upload a pdf document from the web portal.
Edit a Purchase
To Edit an Expense or Purchase Order, enter the Project and click on Purchases icon. A list of Purchases will appear, click on the record you would like to Edit to open the form.
Update the form as desired. You can even view the receipt that has been previously uploaded.