Welcome to Digital Purchase Order. This is a quick introduction to the new expenses feature, which allows you to easily capture receipts, transfer them to a top sheet, and submit them for approval. To get started, go to www.digitalpurchaseorder.com and log in. If you are not already assigned to a PO book, please ask your administrator to invite you to the project.
To get started, go to www.digitalpurchaseorder.com and log in. If you are not already assigned to a PO book, please ask your administrator to invite you to the project. Once logged in, you can select your PO book and navigate to the expense inbox. You can upload receipts directly from there. Alternatively, you can use our mobile app to scan your documents. Simply enter your login details, select the correct PO book, and use the plus sign to navigate to the “Upload Expenses” button.
If you only want to capture single-page receipts, simply take a photo of each one. When you're finished, click the 'Save' button on the right and select 'Upload as individual documents'. If you have multi-page receipts, take a photo of each page, click ‘Save’ again, and then select ‘Upload as one document’. This will create a single multi-page file. Please note that you can only upload receipts to your own account — it’s not possible to capture documents and assign them to other users.
Once you have scanned all your files, return to your browser and select the Expense Inbox. You will now see all the receipts you have uploaded. The next step is to validate them. To do this, select any row and click the Validate button. Your document will appear on the left, while DPO shows pre-filled information on the right. You can edit all fields as needed. Make sure the company name and the gross amount are correct. You can also add a description, assign a department if necessary, and — if you are authorized — enter account code information. Also check whether your document contains multiple tax rates. If it does, create additional lines and select the correct tax rate for each one. DPO may already have done this split for you. If everything looks good, click the green button to validate your receipt.
After validating all your expenses, switch to ‘Ready’ mode and select the receipts you’d like to include in your top sheet. DPO will automatically populate all the necessary information. Simply add your position, review the data, and click the 'Create top sheet' button. You can review all submitted information in the Expense View section, and you also have the option to download your expense top sheets as a PDF.
To manage your receipts individually, go to your Expense Inbox and click on 'My receipts'. Here, you can search for specific items or filter by status. If any receipts have been rejected, you’ll find them here as well. You can either delete them or resubmit them for approval.
If you have any further questions, feel free to email us at support@digitalpurchaseorder.com or give us a call at 1-888-376-7254. We’re also happy to set up a demo appointment with you — just reach out via email and we’ll schedule a call at your convenience. We hope you enjoyed this video. Be sure to check out our other tutorials on the main tutorial page.