Creating a Purchase Order

11/11/2021
Knowledge

How To

You can create purchase orders and send them as general ledger journals from LEAP.

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This feature is only currently available if you use Xero as your accounting platform and your Tax Basis must be set to either Accrual or Hybrid.

Desktop

Set Up Purchase Order Account Code

From LEAP Matter List, click the LEAP Menu > Settings > Application Settings.

The LEAP Application Settings will open in a new window.
Click Accounting > under General Ledger > Account Codes.
Under Expense/Cost of Sales, enter an account code in LEAP Supplier Purchase Orders matching your accounting platform's Purchase Orders account code.
Click Save.

Set Up Automatic Purchase Orders for InfoTrack

From LEAP Matter List, click the LEAP Menu > Settings > Application Settings.

The LEAP Application Settings will open in a new window.
Click Integrations > InfoTrack.
Select a Searching Fee Task Code from the drop-down list.

By default, it should be set to itsf.
Enter a Default Purchase Order Item Name.
Select a Default Purchase Order Supplier card from the drop-down list.
Click Save.

Create a New Purchase Order

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You must have an existing Cost Recovery to create a new Purchase Order.

See Creating a Cost Recovery for more information.

Cost Recovery Window

Open the matter.
Click the Office Accounting > Cost Recoveries tabs.
Open the Cost Recovery.
Click at the top-right corner and select Create purchase order.
Enter or edit the Reference No.
Click to select a Supplier card.
(Optional) Click to select and upload a file from your computer as an Attachment to the purchase order.

You may also drag a Correspondence Item from your matter or a file from your computer to the Attachment field.

Click to open the attachment file.

Click X to remove the attachment file.
The Cost Recovery No. is automatically filled in with the Cost Recovery that you selected to create this new Purchase Order.
Enter or click to select a Date.
Enter or click to select a Delivery Date.
(Optional) Untick Inc. tax to see the exclude Tax amount in Amount Each column.
Click Save & Close.

Cost Recoveries Ledger

Open the matter.
Click the Office Accounting > Cost Recoveries tabs.
Right-click the Cost Recovery and select Create purchase order.
Enter or edit the Reference No.
Click to select a Supplier card.
(Optional) Click to select and upload a file from your computer as an Attachment to the purchase order.

You may also drag a Correspondence Item from your matter or a file from your computer to the Attachment field.

Click to open the attachment file.

Click X to remove the attachment file.
The Cost Recovery No. is automatically filled in with the Cost Recovery that you selected to create this new Purchase Order.
Enter or click to select a Date.
Enter or click to select a Delivery Date.
(Optional) Untick Inc. tax to see the exclude Tax amount in Amount Each column.
Click Save & Close.

Search Cost Recoveries

From LEAP Matter List, click the LEAP Menu > Accounting > under Office Accounting > Cost Recoveries.

The Search Cost Recoveries will open in a new window.
Search the cost recovery you would like to create a purchase order.

See Creating a Cost Recovery > Search for a Cost Recovery for more information.
Right-click the Cost Recovery and select Create purchase order.
Enter or edit the Reference No.
Click to select a Supplier card.
(Optional) Click to select and upload a file from your computer as an Attachment to the purchase order.

You may also drag a Correspondence Item from your matter or a file from your computer to the Attachment field.

Click to open the attachment file.

Click X to remove the attachment file.
The Cost Recovery No. is automatically filled in with the Cost Recovery that you selected to create this new Purchase Order.
Enter or click to select a Date.
Enter or click to select a Delivery Date.
(Optional) Untick Inc. tax to see the exclude Tax amount in Amount Each column.
Click Save & Close.

Open an Existing Purchase Order

Open the matter.
Click the Office Accounting > Cost Recoveries tabs.
Right-click the Cost Recovery and select Open purchase order.

Send Purchase Orders

From LEAP Matter List, click the LEAP Menu > Accounting > under Office Accounting > General Ledger Link.

The LEAP General Ledger Link will open in a new window.
Click More at the top-right corner of the window and select Purchase Orders.

You will be directed to the Purchase Orders page.
Click Sync Now.

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You may be prompted to log into your accounting platform in order to link with LEAP General Ledger Link for the first time.

Once the purchase order journal(s) has been exported to Xero, you'll then need to include the draft purchase order(s) on supplier bills and subsequently pay the supplier through Xero. For more information regarding purchase orders in Xero, click here.

Last Modified Date

11/11/2021 11:21 pm

Title

Creating a Purchase Order

URL Name

Create-a-Purchase-Order

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