• CostTracker main configuration options

  CostTracker main configuration options Clients have different needs and CostTracker is designed with two main configuration options as displayed and explained below. Configuration 1: Purchasing with easy invoice matching The free trial account is set up with this option. In this configuration, you have all the purchasing functionality and when you receive the supplier invoice you simply addFew readers

• Custom purchase order numbering

  Custom purchase order numbering This article covers the options you have for customizing your purchase order numbering format. The default format is a combination of year and a running number, for example, 2021-0001. The prefix (year) can be changed under Settings --Purchase order setup --PO number. Prefix type options You can choose between the following prefixes: Year - TheFew readers

• How to set up an approval structure

  How to set up an approval structure This article explains how purchase order approval works and how to set up an approval structure.  How approval works The approval structure in CostTracker follows the budget that is selected when purchasing.   First, a Company threshold can be set, where all purchase orders with values lower than the company threshold will be automatically approvFew readers

• Support / Help desk

  Support / help desk Should you have questions, please feel free to contact us through one of the following channels: Email: support@costtracker.no Phone: +47 22 22 95 00 (Monday to Friday 8am and 5pm CET)  Chat: Chat on www.costtracker.comFew readers

• Purchase order configuration

  Purchase order configuration There are multiple ways you can customize your purchase orders. In this article, we will cover the main setup and configuration options. Add your company logo You can upload your company logo under Settings --Company Add default terms & conditions If your company has default terms & conditions that should be included on every purchase order, you caFew readers

• Create users and assign user roles

  CostTracker is a role-based system where you can assign one or multiple user roles to each user. This article explains how to add new users and assign user roles and permissions. Add new users Go to Settings --Users Here you will find a list of current users and their roles Select "Add new user" Here you can add the email address for the new user and assign roleFew readers

• How to import and batch update suppliers

  How to import and batch update suppliers Note! This is only for stand-alone (i.e not integrated) or companies using file-based integrations How to import suppliers Go to Suppliers and Select Import Export the template file, by selecting Export file to compare Populate the eFew readers