📦 Purchase Orders (POs) – FAQ | Roll Credits Help Center

📦 Purchase Orders (POs) – FAQ

✏️ How do I create a PO (Purchase Order)?

There are two easy ways to create a PO:

🔹 Method 1: From the PO Page

1. Go to the Vendors & POs tab

2. Click the "Purchase Orders" tab

3. Hit “Create New PO” ➕

   • A new PO will be instantly created and assigned a unique number 🆕

Go to the Vendors & POs tab

Click the "Purchase Orders" tab

Hit “Create New PO” ➕

A new PO will be instantly created and assigned a unique number 🆕

🔹 Method 2: From a Transaction

1. Open any transaction and click the eye icon 👁️

2. In the pop-up, find the “Purchase Order” dropdown menu

3. Choose to add to an existing PO or create a new one 💼

Open any transaction and click the eye icon 👁️

In the pop-up, find the “Purchase Order” dropdown menu

Choose to add to an existing PO or create a new one 💼

📚 How do I create a series of POs?

Want to create multiple POs in a row? Here’s how:

1. Go to the Vendors & POs tab

2. Click the “Purchase Orders” tab

3. Click “Create New PO” as many times as needed 🌀
   Each click creates a new PO with a unique number.

Go to the Vendors & POs tab

Click the “Purchase Orders” tab

Click “Create New PO” as many times as needed 🌀
Each click creates a new PO with a unique number.

🔁 Can I change the PO number?

Not at this time!
🚫 PO numbers are auto-generated and cannot be changed manually.

📩 Need help updating one? Email us at help@rollcredits.io.

🏷️ Can I name or rename my PO?

Currently, PO names are automatically generated in RollCredits.
We're working on allowing custom PO names soon! 🛠️

📬 If you’d like an update or help renaming something manually, contact us at help@rollcredits.io.

🗂️ Can I allocate POs to a department?

Not yet—but we hear you! 🎧
Right now, PO-to-department allocation isn’t supported.

We’re actively working on this feature.
📬 Email help@rollcredits.io if you’d like updates or want to request this functionality!

📎 How do I add an estimate or invoice to a PO?

🔹 Method 1: From the PO Page

1. Go to Vendors & POs

2. Click “Purchase Orders”

3. Find the PO → scroll to “Upload Document”

4. Click “Upload”, choose Estimate or Invoice

   • It will be attached automatically 🎯

Go to Vendors & POs

Click “Purchase Orders”

Find the PO → scroll to “Upload Document”

Click “Upload”, choose Estimate or Invoice

It will be attached automatically 🎯

🔹 Method 2: During Upload

1. Go to Transactions → Vendors & Contractors

2. Click “Upload & Scan” → select Estimate or Invoice

3. In the upload window, check “Upload Into A PO?”

4. Use the dropdown to select the PO ✅

Go to Transactions → Vendors & Contractors

Click “Upload & Scan” → select Estimate or Invoice

In the upload window, check “Upload Into A PO?”

Use the dropdown to select the PO ✅

🔗 How do I add transactions to a PO?

🔹 Method 1: During Upload

1. Go to Transactions → P-Card or Other Expenses

2. Click “Upload”

3. In the upload window, check “Upload Into A PO?”

4. Choose the correct PO from the dropdown

Go to Transactions → P-Card or Other Expenses

Click “Upload”

In the upload window, check “Upload Into A PO?”

Choose the correct PO from the dropdown

🔹 Method 2: From an Existing Transaction

1. Click the eye icon 👁️

2. Use the “Purchase Order” dropdown to assign it to an existing or new PO

Click the eye icon 👁️

Use the “Purchase Order” dropdown to assign it to an existing or new PO

🧮 How do POs show up in my budget?

You can toggle on the "Open POs" column in your budget view 🧾
This helps you see committed spend that hasn’t been paid yet.

✅ How do I approve a PO?

There’s no formal “Approve PO” button just yet—but you can approve estimates, invoices, or receipts within a PO.

📚 Full approval instructions here:
👉 RollCredits Approval Guide

📑 Where do I upload vendor contracts or rental agreements?

(aka Supporting Documents)

1. Go to Vendors & POs

2. Click “Purchase Orders” → then “View/Edit PO”

3. In the PO details window, click the “Supporting Documents” tab 📂

4. Click “Upload New Document” and add your files—done! 🥳

Go to Vendors & POs

Click “Purchase Orders” → then “View/Edit PO”

In the PO details window, click the “Supporting Documents” tab 📂

Click “Upload New Document” and add your files—done! 🥳

📌 Great for rental agreements, insurance docs, or other backup files (excluding W9s, which live in the Vendor tab).