SchoolInsight Financials has several built-in tools to make it easy to handle recurring expenses in the Accounts Payable system. In addition to the ability to search lists of Vendors and Expenditure Items that have been used in the past, you can also copy purchase orders and vendor invoices. This saves time because the data is already entered into a new purchase order or invoice and only needs to be edited where changes are required.
To copy a purchase order:
- Go to Financials Main > Accounts Payable > Purchase Orders
- Click the down arrow next to a purchase order
- Copy
- Edit any fields that should be changed
- Save & Submit For Approval or Save Draft
To copy a vendor invoice:
- Go to Financials Main > Accounts Payable > Vendor Invoices
- Click the down arrow next to an invoice
- Copy
- Edit any fields that should be changed
- Save