Business Unit Category
Add an email signature
Coding Restrictions
Create new Business Unit
Custom Fields on Line Items
Customised labels
Date formating
Default delivery address
Division Management
Editing Email Templates
How to hide cost codes
Invoice email forwarding – Microsoft 365
SMTP & Email Sending
T&C on your PO Template
Invoice Processing Help Category
Auto reject supplier invoices
Auto rejecting of invoices issue
Finding an order or invoice
How to create a credit note
Invoice email forwarding – Microsoft 365
Invoice export colours
Invoice Inbox
Invoice List View
Invoice matching
Invoice Processing Explained
Month end cut offs
Negative Order Balance
Setting up Autopilot
Supplier Matching
Waiting for a GRN
Purchase Orders Category
Adding a product to an order
Adding documents to an order
Bulk importing orders
Close Orders Automatically
Closing an order
Copy PO to Buyer
Creating a Purchase Order
Deleting a PO
Duplicate Order Prevention
Editing an order
Finding an order or invoice
GRN an order
Grouped Purchase Orders
Import Line Items
Negative Order Balance
PO Template Editing
Purchase Order Numbering
Purchase Order PDF
Purchase Order Prefix
Purchase Requisition Number
Quick Create a Purchase Order
Send PO to Supplier
Supplier order acceptance
What Is a Purchase Order? Our Guide for AP Professionals
You can create custom fields for both purchase orders & invoices – these will be found above the line items. We have plans to roll this functionality out though to other areas like line items and suppliers. Custom fields on GRN line items are available as a premium feature if required.
You can create multiple custom fields and use their values to trigger workflows. A typical example will be a buying type – for example, a buying category such as Capex or Opex.
To create a custom field, go to Business Settings > Custom Fields. Click “New Field”
Select the type – Purchase Order or Invoice.
Give the field a name
Create a name for the placeholder – ie the {name} you will use in your templates
Add a description to help you identify it
And then a display order – you can order your custom fields.
Under field type, select one of Text, Date or Select list. If you select List, you can then populate the items in the list.
You can then use this value as a condition on a workflow entry point or step. An example is shown below:
This example shows a workflow that will only trigger if the custom field of ‘Stage’ has the value of ‘Landed’.
Custom fields are available to view in reporting as well.
You can create Parent and Child custom fields. An example is a list that has Vehicle manufacturers:
Ford, BMW, Mercedes
The second list below has Models of cars but is filtered based on the manufacturer – the parent list. In the example below, you can see the List is Vehicle models, with a parent of Manufacturers. Each child of the list can have the Parent list option specified.
You can then use this value as a condition on a workflow entry point or step. An example is shown below:
This example shows a workflow that will only trigger if the custom field of ‘Stage’ has the value of ‘Landed’.
Custom fields are available to view in reporting as well.
You can create Parent and Child custom fields. An example is a list that has Vehicle manufacturers:
Ford, BMW, Mercedes
The second list below has Models of cars but is filtered based on the manufacturer – the parent list. In the example below, you can see the List is Vehicle models, with a parent of Manufacturers. Each child of the list can have the Parent list option specified.
When setup, you will see these fields working correctly on the PO or Invoice screen.
