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How do I download a report of all the purchasing activity in my company?

Go to the Reports tab / Company Requests subtab. Feel free to apply filters or use the search bar to filter the data. You can filter the data for a specific time frame, user, status, etc. To export t…

How to add a new Team?

To add new Teams in your account: Head over to your Company Settings (top right gear icon ⚙️). Locate the Teams subtab. Click the +Add Team button. Give your new team a name and press Enter to save i…

What is the difference between overwriting a PO and making a new Revision?

The difference lies in that overwriting a PO will not change its PO#, only its content. A revision will save the PO as a new version, and add a suffix to the PO (such as REV1, REV2, etc.) to keep a r…

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