Project Settings

• P.O. Book Information

  In the P.O. Book Information section, you manage the basic data of your project. This area serves as a central hub for all master data, including book names, invoice addresses, and book limits. P.O. Book Information Behind the P.O. Book Information tab in the Admin section, you will find three options to manage your P.O. book: General P.O. Book Information – Change your book name Invoice Address – Enter anSome readers

• Languages

  In the Languages section, you define the language in which the user interface will be displayed within the project. This affects all menu items, buttons, and system texts within the application, for all users involved in the project. Features and Settings Language Selection → You can choose from several available languages, e.g., German, English, or French. Add or Remove a Language → Existing languages can be removed.Few readers

• Currencies

  If you expect orders or invoices in different currencies within your project, you can activate the desired currencies here. Activated currencies will be available later when creating POs or adding invoices. Before You Begin The selected currency appears directly in the document, providing clarity for international projects. Example: When validating an invoice, you can choose between Euro, US Dollar, British Pound, or other approved currencies. (https://storage.crisp.chat/useFew readers

• Custom Exchange Rates

  In this section you can store manual exchange rates to the Euro or the standard currency of your project for the activated currencies. Before You Begin This is particularly useful if you:  Record P.O.s in a foreign currency but still want to maintain an overview in your standard currency. Example: You create a P.O. in US Dollars, but your project is set up in Euros. With a stored fixed exchange rate, DPO automatically displays the converted amount in Euros as well.Few readers

Administrative Settings

• Departments

  In this area, you can create and manage departments that can be selected when creating Purchase Orders (P.O.s), invoices, or expenses. Setting up departments correctly is essential, as it ensures the approval workflow runs smoothly by routing documents to the right approvers at each step. How to Add or Remove a Department In the Admin section, open the Departments tab Click Add Department to create a new department (https://storage.crisp.chat/users/helFew readers

• Taxes (for Invoicing)

  In this section, you’ll configure which tax types (e.g., VAT) are applied on your invoices and define corresponding tax rates. Follow the steps below to enable tax types, add new rates, and save your settings. Before Getting Started If you connect DPO to an accounting software, make sure to use the same designations and account numbers as in the software to ensure a smooth export later.Few readers

• Chart of Accounts

  The Chart of Accounts feature in Digital Purchase Order allows you to assign account codes to P.O. items for accurate financial tracking. It's essential for managing department budgets, monitoring cost centers, and aligning with accounting systems. This guide shows you how to set up your chart of accounts, import multiple entries, and apply codes during P.O. creation for better financial control. How to Set Up the Chart of Accounts Got to the Admin Section Chart of Accounts AFew readers

• COA - Additional Fields

  In this section, you can define additional fields related to the chart of accounts. These custom fields offer more flexibility when capturing purchase order (P.O.), Invoices and Expenses. Create a New Custom Field Click “Create New Version”. You can then add a new field or edit existing fields. Enter the desired field name under “Name” (for example, cost center, cost type, or project code) and select the appropriate input type ( see below (https://digital-purSome readers

• Suppliers

  In this section, you can manage suppliers and add new ones. To make the process more efficient, DPO offers the option to automatically assign supplier codes Supplier Settings Before creating suppliers, you can define settings that are automatically applied when a new supplier is created in the project. For example, you can require an address and email address, restrict P.O. creation to existing suppliers to avoid duplicates, or ensure that supplier codes are unique ( see settiSome readers