Glance Card
Getting Started with Rundoo · Purchase Orders
OK to Pay
Voucher a received order into a bill, read your accounts-payable queue, and mark it paid. Received → Vouchered → Paid.
The three states of a bill
1
Received
Stock is in, counts are updated, invoice details keyed in.
Voucher button is lit
2
Vouchered
Recorded as an unpaid bill on your books.
Your AP queue
3
Paid
Payment recorded, bill settled, loop closed.
Drops off the list
Do it in 4 steps
- On the received order, click Voucher. It becomes a bill and moves to the Vouchered tab.
- Work your bills at POS → Orders → Vouchered, your one accounts-payable list.
- Open the order, click Mark as paid, pick the Payment method, confirm.
- It lands in the Paid tab and your AP balance drops.
Fix a mistake
Revert voucher
Drops the order back to Received with details unlocked. Works only while unpaid, and never touches stock counts.
QuickBooks syncs overnight. A PO you voucher today shows up in QBO the next morning. Not instant, and that is expected. Still missing after a day? Check Admin → QuickBooks.
Paid means frozen. Once a bill is Paid you cannot revert it. Undoing means recording an offsetting payment, so loop in your bookkeeper first.
Stock in, bill paid, loop closed. · rundocs.com