Purchase Order

A. There may be instances when you need to select more than one employee from the list. Rather than requiring you to click the pop-up icon again, CurrentTrack keeps the box open on your screen.

A. Either you aren't set up to receive automatic notification or you weren't listed in the document cc: field. In order to receive automatic notification, your name must appear in the Notifications list (Administration -- System Administration -- Manage Notifications). With regard to the cc: field, your name can be entered manually or chosen from the employee pop-up box.

A. We recommend either creating a PDF of the document and uploading it to the job's Creative Folder [Client Interface] or attaching it to an e-mail.



A. To enter a Disclaimer, go to Administration -- System Administration -- Site Branding. Once submitted, your Disclaimer(s) will appear on all previously filed documents as well as on those filed in the future.

A. Purchase Orders cannot be deleted, only voided. To Void a P.O., go to Administration -- Agency Administration -- Manage Purchase Orders. Find the P.O. by using one of the search criteria listed. Edit the P.O. and check the box beside Void P.O.. Once submitted, the voided form will remain in CurrentTrack. The [job] Financial Report will include the voided P.O., but it won't affect the Grand Total.

A. Edit the P.O. and check the box(es) immediately to the left of the line item(s) you want to delete; click Submit.