Launch
Grant Thornton Professional services02893-01Solar Century Africa Energy engineering 73992-01
  1. Getting started
  2. The organization
  3. Project management
  4. Task management
  5. Budgeting
  6. Change management
  7. Resource allocation
  8. Time tracking
  9. Expenses
  10. Clients and invoicing
  11. Leave tracking
  12. Real-time reporting
  13. Proposals
  14. Templates
  15. Integrations
  16. Vendors and invoicing
  17. Account settings
  18. Open API

Purchasing Setup & Configuration

The Setup tab in the Organization Workspace allows administrators to tailor the procurement system to your company's accounting standards, approval hierarchies, and numbering conventions.

General Ledger (GL) codes

Manage your chart of accounts for procurement line items:

GL FieldTypeDescription
GL CodeUnique StringAlphanumeric accounting code matching your general ledger (e.g. 5100-SUBCONTRACT).
DescriptionTextHuman-readable category name displayed when PMs select codes in PO and invoice builders.
StatusActive / InactiveDeprecate outdated codes without affecting existing historical records.

Bulk GL Import: Import your full General Ledger chart of accounts via CSV using the built-in Import GL Codes wizard.

Custom PO numbering format builder

Define organizational rules for how Purchase Order numbers are generated automatically:

Format ElementOptionsExample Output
PrefixCustom text string (e.g., PO-, ORD-)PO-
Secondary TokenNone | Date (MM/YY) | Date (YY/MM) | Project codePO-0926- or PO-PRJ12-
Sequence DigitsNumeric length & starting counterPO-0926-00042

Approval flow builder & thresholds

Construct multi-tier approval rules that trigger based on invoice total amounts:

Rule ParameterConfiguration Options
Threshold RangeDefine minimum and maximum spending thresholds (e.g., Tier 1: $0 – $5,000; Tier 2: $5,000 – $25,000; Tier 3: > $25,000).
Dynamic PM ApproverSelect the Project Manager (PM) dynamic role to ensure the PM assigned to the invoice's project is always designated as the first approver.
Named ApproversAssign specific organization members (e.g., VP of Engineering, CFO, Controller) to higher-tier review steps.

Intake emails & notifications

Specify intake email aliases for PDF routing, and configure default recipient distribution lists for AP payment confirmation notices.

Next steps

Return to the Vendors & Invoicing Overview or explore Organization Management.