Purchase Order Overview

With the Purchase Orders feature, you can create a PO instead of a virtual card. This helps any organization that handles purchasing by invoice.

To begin you'll want to navigate to your Teampay.co Dashboard;

1. Next, you'll want to select the 'Request' tab
2. Tap the
3. Then enter all the details for your Purchase Order.
4. You can enter a "Service Date" for your Purchase Order
5. Select 'Submit'

After you have finalized your Purchase Order you can review it by selecting it on your Request page.

This is what your Purchase Order will look like when it's reflected on your Netsuite integration:

This is what your Purchase Order will look like when it's reflected on your QBO integration:

This is what your Purchase Order will look like when it's reflected on your Intacct integration:

Where do I find my purchase order?

First, you'll want to login to app.teampay.co

1. Next, head over to your 'Requests tab'
2. Select, sent requests. Any OPEN pending requests you have will be on the top of the page.

All older requests regardless of status (approved/rejected) will live towards the bottom on the page.

• You’ll be able to sort through all of your APPROVED purchase orders by heading over to the Committed page on the Teampay dashboard.

How do I print a physical copy of my purchase order?

First, you'll want to login to app.teampay.co

1. Next, you'll want to head over to the Committed page, from there you can easily filter through all of your APPROVED requests. It will look like this;

2. Once you’ve located the purchase order you want to print & click into it.

3. Next select the (...), and select 'Print Purchase Order'.

How do I edit or close a purchase order?

On this screen, you'll be able to close your PO, cancel your PO, reassign the request and sync it into your ERP.

As a requestor, you’ll only be able to edit a purchase order before it has been approved. If there are multiple levels of approval, once the first approver has taken action, the purchase order will be locked.

As an approver, you will be able to make any necessary changes before you approve the request. Once the request has been approved, you will no longer be able to make any changes.