How to Assign a Purchase Order to a PDF Invoice

1. Upload your PDF invoice as usual.
   
   
2. After selecting the matter, if there are active POs assigned to your vendor, you will see a Purchase Order dropdown. Choose the relevant PO from this dropdown. 
   • If there is no PO available for the matter, contact your client. They will need to update the PO to be accessible for your vendor.
   • Depending on your client’s setup, you may not always be required to select a PO.

How can I find the PO associated with a matter?

1. Find the matter and click on the Matter Ref to access the Matter Overview page.
   
2. Go to the Purchase Orders tab. Here, you will see all POs that your client has added to this matter.
3. If the necessary PO isn’t available, please ask your client to add it.