Overview
The Purchase Order Report gives you full visibility over all raised POs, including dates, departments, supplier details, and approval history. It helps finance and procurement teams ensure that all spending is traceable, justified, and aligned with internal purchasing policies.
Key Fields in the Report
Purchase Order # – Unique identifier for the PO.
Status – Indicates whether the PO is Receipted, Approved, Pending, etc.
Created Date – When the PO was submitted.
Created By / Requested By / Approved By – Key people involved in the PO lifecycle.
Department – The team or unit responsible for the purchase.
Bill To – The business entity receiving the invoice.
Job # – If applicable, links the PO to a specific job.
Description – A breakdown of what is being purchased.
Supplier – The vendor fulfilling the order.
Tax / Total (inc) – Cost of the PO, including GST or applicable tax.
How to Use This Report
Track PO History
Review who submitted, requested, and approved each PO.
Identify open vs receipted POs.
Audit Department Spend
Filter by department to review historical purchasing activity.
Verify Supplier Payments
Match totals and descriptions with supplier invoices to ensure accuracy.
Job Cost Tracking
Use Job # fields to tie purchases to specific projects or cost centres.
Best For
Finance and accounts payable teams
Procurement officers
Project and department managers
Internal or external auditors