What
There is a new Purchase Orders lookup field on an Expense record. This will allow the ability to have burndown Expenses against a Purchase Order.
Where
The General tab on an Expense record:
On an Existing Expense record
Select Admin role > Home > Expenses > Click into the record > General tab > Purchase Order
On a New Expense record
Select Admin role > Home > Expenses > New > General tab > Purchase Order
How
1. Users will now be able to select a Purchase Order that is associated to the Client, on the Expense:
2. You will be able to select existing POs against an existing or new record via the lookup Search text box, create one by clicking +New Purchase Order.
3. Once you have selected a PO, click Save to update the record. Once the Expense record has a status of Complete it will then 'Burndown' the amount assigned in the PO: