Purchase Orders in Forwardly help you turn approved purchases into bills and keep everything matched before payment.
If your accounting software is connected, Forwardly automatically imports open Purchase Orders so you can use them when creating bills.
| Tip: Don't see a purchase order? It may not currently be open or may not have a remaining balance. |
How do I create a bill from a Purchase Order?
- On the left-hand navigation bar, select Pay and then Purchase Orders.
- Open the Purchase Order you want to use.
- Click Create Bill.
- Review the details and save the bill.
Once saved, the bill is automatically linked to the Purchase Order for easy tracking.
Can I link Purchase Orders while creating a bill?
- On the left-hand navigation bar, choose Pay and then Bills.
- Click Create Bill.
- Select the vendor.
- If available, choose one or more Purchase Orders.
- Save the bill.
You can link more than one Purchase Order as long as they belong to the same vendor.
| Reminder: Linking Purchase Orders helps keep your bills aligned with what was originally approved. |
Can I create Purchase Orders in Forwardly?
No. Purchase Orders must be created in your connected accounting software. Once created, they will automatically sync to Forwardly.
| Tip: Make sure your accounting integration is synced and updated so Purchase Orders sync properly. |
Why don’t I see a Purchase Order?
This usually happens for a few reasons. The Purchase Order may already be fully billed or closed, it may not have synced yet from your accounting software, or your accounting integration may not be connected.
Keep in mind that Forwardly only shows open Purchase Orders with a remaining balance, so once a Purchase Order is fully used or closed, it will no longer appear.