Word-style purchase order editor

Create purchase order

Edit the document in its printed layout. Automated supplier, project and total fields remain controlled.

PURCHASE ORDER

P.O. NUMBER: NEW DRAFT
P.O. TO:
DELIVER TO:

Order details

1. Enter this order in accordance with the prices, terms, delivery method, and specifications listed above.

2. Please notify us immediately if you are unable to deliver as specified.

3. Send all correspondence to the organisation address shown below.

Organisation details are applied automatically

Historical archive

Import previous purchase orders

Upload one ZIP containing PDFs named “Order XXXX”. PO numbers are detected automatically and existing numbers are skipped.

Update cleared bank balance

Add forecast item

Upload one Sage report

Overlapping Bank Reports replace the same cleared period rather than duplicating transactions. Manual forecast dates remain unchanged.

One guided refresh

Update Cash Flow

Enter the cleared online-bank balance, then select whichever Sage reports have changed. You can select all four files together; the programme recognises each report automatically.

Sage reportsBank Report supplies cleared cash; Nominal Activity supplies coding and future postings; Aged Debtors/Creditors refresh outstanding movements.

Automatic forecast source

Recurring cash rule

Add credit card payment

Credit-card bank account 1240

Upload statement CSV

Re-uploading the same statement is safe: existing transaction IDs and fallback duplicate keys are skipped.

Statement transaction

Code card transaction

Split coding (optional)

Add lines only where one card transaction belongs to more than one coding combination.

My card spending

Add receipts or invoices

Does this transaction have a relevant project allocation?

On a phone, choose Camera to photograph a paper receipt or select existing files.

Receipt inbox

Batch upload card receipts

Select several PDFs or photos now, then allocate each one to its statement transaction from the receipt inbox.

Selected transactions

Batch change card coding

Credit card direct debit

Clear previous statement spend

Add or update cardholder

Outstanding allocation

Allocate credit card payment

Step 1

Accommodation request

Submit the travel requirements. The accommodation administrators will be emailed and will complete the booking separately.

Step 2 · Admin action

Complete accommodation booking

Hotel stays

Accommodation register

Add accommodation booking

Enter the booking as arranged; changes remain in the audit history.

New record

Upload invoice

Supplier and recordStart with the supplier, record number and any credit allocations.
Project and paymentAllocate costs, references and payment handling.
Split invoice coding

Optional. Split the gross value by department, project or nominal code.

Dates and valuesUse valid dates; due date defaults to 30 days after the invoice date.
ApprovalChoose the approver, attach the file and add any notes.

Administrator

Edit invoice

Account

My profile

Change password

Leave these boxes empty to keep your current password.

Supplier record

Edit supplier

Nominal codes by department

Invoices and credit notes

Supplier nominals are optional suggestions for administration. The Sage CSV and Period End check use the nominal confirmed on each invoice, credit note or split line.

Super administrator

Add user

Departments
Access and permissions
Advanced permissions

Use these only for exceptions to the selected access level.

Contract Management

Create agreement

Set the same baseline used by the Project Values sheet, then link the relevant WindCare project.

1. Agreement and parties
2. Project relationships
3. Values and dates
4. Retention and overhead recovery
5. Ownership and notes

Agreement register

Add record

Documents & Notices

Add contract document

WindCare Commercial

Please confirm