How to Add, Edit, or Remove a Purchase Order

Use this guide to manage Purchase Orders on a matter.

How to Add a Purchase Order

Step 1: Open the Matter

Go to:
Menu > Matter Management > Search/Add Matters
Click the Matter Reference

Step 2: Go to the Purchase Orders Tab

Select Purchase Orders

Step 3: Click “Add Purchase Order”

Step 4: Enter PO Details

• PO Number (must be unique unless linking to an existing PO)

• Status (Active or Inactive)

• PO Amount (optional tracking field)

• Start & End Dates (optional – do not block invoices)

• Currency (must match invoice currency)

• Vendor

  • If assigned to a vendor → only that vendor can use it

  • If not assigned → all vendors on the matter can use it

Step 5: Click Save

How to Edit a Purchase Order

1. Open the matter

2. Go to Purchase Orders tab

3. Click the three dots (⋮) beside the PO

   

4. Select Edit

5. Update details → Click Save

How to Remove a Purchase Order

1. Open the matter

2. Go to Purchase Orders tab

3. Click the three dots (⋮)

4. Select Remove

5. Confirm deletion

Important Notes

• Inactive POs cannot be assigned to invoices.

• A vendor must be assigned before a PO can be applied to invoices.