Purchasing > Today purchasing page [guide]
Guide contents: Navigation | Today purchasing | Purchasing workflow | Views | Conversations | Daily feed | Resources
Navigation
Today purchasing
The Today page for purchasing is a centralized hub for purchase & expense-related items. It allows you to create vendor invoices, generate payments, print checks & monitor incoming credit card charges.
System settings
You can access the page's system settings from the More button at the top of the page. From here you can adjust your purchasing workflow to hide sections you do not use to keep the page as clean as possible.
Purchasing workflow
Open items
Here you will be alerted of open transactions relating to purchasing features, such as 'all open purchase orders'. Unlike the Today project manager page, which only shows open orders for projects that the logged-in user is the account manager of.
Clicking through will let you open a report of said records, from which you can manage further.
Incoming charges
This section shows the credit cards with unprocessed transactions. Additionally, you can click on Open the credit card connector to access the full connector screen to see all cards you have access to and view cleared transactions, in case you need to process them.
For more on the credit card process, please review the Credit cards [in-depth guide].
Invoices
This section shows all the open expense reports yet to be set as paid or converted to a vendor Invoice, along with all open vendor invoices that are not yet approved.
To pay as of
This section shows all the approved vendor invoices & charges that have an open amount to pay. Clicking through will then generate payments from said records.
For more on this process, please refer to the Select invoices to pay [in-depth guide].
Payments
This section opens the Print check screen from which to confirm your printing & check numbers.
For more on this process, please refer to the Print checks [in-depth guide].
Views
Here are the views that are specific to this page. You can create custom views of each section of report data.
For more info on creating custom reports, please refer to the Custom reports [in-depth guide].
Conversations
The Projects tab displays any unread conversations or replies to conversations on projects that you are a part of. This tab is unique in that it only shows conversations related to projects where you are a team member.
- By clicking on 'mark everything as read', all current project conversations will disappear from this view.
On all the other tabs (i.e. Open), the conversation has to be assigned to you.
- Open is any uncompleted conversation regardless of the date
- Today is any uncompleted conversation with an activity date of today
- This week is any uncompleted conversation with an activity date for this week.
- Unread is any uncompleted conversation with a new reply.
- Favorite is any conversation you have favorited.
Daily feed
This section displays all of the actions/transactions that have occurred today on projects where you are the account manager.
Some of the things that display here are 'time entered', 'task completed', 'file uploaded'. Etc.
You can use the Date picker in the upper right of the today page to change what date data displays in the daily feed.
