- Modulr User Guides
- Using Accounts Payable
- Purchase Orders
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Getting Started
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Using Modulr with Connected Software
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Using the Modulr Portal
- Security and Access
- Users
- Access Groups
- Delegates
- Delegate Dashboard
- Adding Funds
- Managing Payees
- Viewing accounts and transactions
- Managing Accounts
- Making Payments from the Portal
- Pending Payments
- Payment Approvals
- Payment file upload
- Payment Rules
- Reports – Transactions and User Activity
- Email notifications
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Using Accounts Payable
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Using the Modulr Approvals App
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Using Payment File Upload with Modulr
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Using Virtual Cards and the Travel sector
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Using Modulr as a Partner
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Modulr Developer
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Customer Support
How do I create a purchase order (PO)?
1. Go to Modulr Accounts Payable
2. Click on Add New in the navigation
3. Click Create payable manually
4. Select to create a Purchase Order
5. Choose your supplier
6. Use Accounts Payable's auto-incrementing PO number or set manually
7. Add your items to the Purchase Order
8. Make sure to add Quantity
9. Add more line items if you need
10. Click on Create
11. Click on Submit to push to your Accounting Software
12. Note the next Actions you can take for this Purchase Order
