The Purchase Order Dashboard lets you view and track every Purchase Order in your organisation, from request through to payment.
Purchase Orders is a Premium-plan Beta feature, so what you see depends on your business's plan. Status tabs and clear definitions make it easy to find exactly where each Purchase Order stands.
How It Works
- Dashboard tabs: Filter by All, Pending approval, Approved, Partially billed, Fully billed, Closed, or Archived to jump straight to the group you want to track.
- Track billing at a glance: See each Purchase Order's status, how much has been billed, and how much remains available, all in one place.
- Approval Rules routing: Requests route through your business's configured Approval Rules, so they go straight to the right approver.
- Link to any payment type: A Purchase Order can be matched to an Accounts Payable bill, a reimbursement, or a card transaction, not just AP bills, and its status updates automatically as each payment lands.
- Automatic or manual closing: Close a Purchase Order yourself once it's done, or let Weel close it automatically once its end date passes.
Purchase Order statuses
- Pending approval: Submitted and awaiting review from an approver, per your business's Approval Rules.
- Approved: Approved and available to use for Purchase Order matching.
- Partially billed: Some of the approved amount has been consumed by a linked bill, reimbursement, or card transaction, with the remainder still available for further matching.
- Fully billed: The full approved amount has been consumed by linked payments.
- Closed: Closed and can no longer be matched to a new payment. This happens either because someone closed it manually, or automatically once its end date passes. Weel closes expired Approved, Partially billed, and Fully billed Purchase Orders on a recurring basis; a Purchase Order still Pending approval or already Archived isn't affected.
- Archived: The label shown once a Purchase Order's approval is declined. It isn't a separate step after declining: a declined Purchase Order is shown as Archived immediately, and can't be edited or matched to a payment from that point on.
Good to know
- Purchase Orders is a Premium-plan feature. If your business is on the Basic plan, you'll see an upgrade prompt instead of the dashboard.
- Purchase Orders currently carries a Beta tag and covers the core request, approve, and pay workflow; more capability is being added over time.