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How Do I Turn a Purchase Order Reference into a Bill

Since Sumung doesn't have a separate Purchase Order record, "converting" a PO into a bill simply means creating the bill and carrying the PO number over into…

Steps

  1. Go to Pay & Expenses → Bills and click "New Bill."
  2. Select the vendor named on your purchase order.
  3. Enter the purchase order number in the "P.O./S.O." field.
  4. Add the line items matching what was ordered, and the dates and amounts from the vendor's actual invoice.
  5. Save as Draft or Approve.

Related Articles

  • How Do I Record a Purchase Order Reference on a Bill?
  • How Do I Create a Bill in Sumung?
  • What Is the Difference Between Bills and Receipts in Sumung?

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