Project Settings

• 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 your settings section, you will find three options to manage your P.O. book: General P.O. Book Information – Change your book name Invoice Address – EnterFew 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. New languages can only be added or enabled by administrators. MaFew 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 GBP, but your project is set up in Euros. With a stored fixed exchange rate, DPO automatically displays the converted amount in Euros as well. ![](httpFew readers

• Security best practices in DPO

  Protecting financial data and user access is a top priority at DPO. Follow the best practices below to keep your account secure. Protecting Your DPO Account Enable MFA Use two-step verification to add an extra layer of security to your login. Manage Passwords Update passwords regularly and use strong credentials. Set Password Policies Enforce book-level sFew 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 your settings section, open the Departments tab Click Add Department to create a new department ![](https://storage.crisp.chat/userFew readers

• Taxes (for Invoicing)

  In this section, you can configure which tax types (e.g., VAT) apply to your invoices and expenses, and define the 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. If your book has a PSL integration, you must also create the taxes in DPO — using the TaxFew readers

• Chart of Accounts

  The Chart of Accounts feature in DPO allows you to assign account codes to P.O. items, invoices, and expenses for accurate financial tracking and reporting. This guide explains how to set up your Chart of Accounts, control how account codes are displayed and used, import larger account lists, manage user permissions, and give users access to manage the Chart of Accounts. Video Tutorial Prefer a visual walkthrough? Watch our video tutorial to learn how to set up and manage the **Chart ofFew 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 Open Settings → COA-Additionlas Fields Click “Create New Version”. You can then add a new field or edit existing fields. ![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/screenshot-2026-05-19-at-12132_parkxj.pngFew 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 new suppliers, you can define settings that will apply when suppliers are created and used in DPO. Go to Settings → Suppliers to configure your supplier settings. For example, you can: Make the supplier address mandatory Make the supplier email address mandatory Require P.O.sFew readers

• Supplier Merge

  The Supplier Merge feature lets you combine duplicate or obsolete suppliers into a single Target Supplier, helping keep your supplier data clean and consistent. To avoid accidental changes, the merge requires user confirmation before it’s completed. What happens during a Supplier Merge All related documents are automatically updated to use the Target Supplier No manual amendments are required Duplicate suppliers are removed All changes are tFew readers