Generating Purchase Orders is a feature that is currently unavailable until further notice.
Business Finance Assistant is useful for VAT filing, cash flow prediction, or end-of-year books while sending Purchase Orders from another solution would be a good idea until the feature becomes available. Business Finance Assistant automates >90% of your accounting by categorising transactions coming from your company bank accounts.
Although there's nowhere dedicated to Purchase Order numbers in Business Finance Assistant, you can set the prefix on invoice numbers:
- Go to 'Your Profile' at the top right
- Select 'Company Settings'
- Scroll down to the 'Auto Numbering' section
- In the 'Select an Object' field, choose 'Invoice'
- In the 'Prefix' field, you can add your PO number:
When you generate your invoice, the prefix including the PO# will appear next to your invoice number:
Alternatively, you can use the Document Note section to enter your Purchase Order number or individual reference:
- Click 'Done'
- Click 'Finalise' after you have customised your document
- Click Email, Print or Download:
You may also find this article useful: How do I customise my document templates including quotes, invoices and sales receipts?