Moneypenny now facilitates the capture of the preferred screen credit name of crew and cast. When you need to create a listing of crew with their screen credits you can do so by using the online portal when you onboard crew and cast for payroll. UK: Payroll Master File Go…

To give a crew member the access to be be able to raise a PO for another crew member you will need to firstly grant the crew member the ability to raise a PO as normal in Setup / Users or via Payroll. In the web tab you will need…

To raise a PO on behalf of another crew member please log in to the web portal for your project. On the home screen click “PURCHASE ORDERS”. You will then see the following screen. To create a new PO click CREATE PO. Then for an existing Supplier click on the…

Only the owner of the PO, who created the PO initially can delete a PO that is a draft state. For a guide how to delete the PO please refer to this article.

From within Moneypenny (accounts team only) Go to Purchase Orders / Re-Print Purchase Orders. You will then see the following screen. Enter the PO Number and if you want to print the PO at the original state (fully approved and not connected to any invoices), or the current state the…

To view history of a PO you can do so by going to Purchase Order / History. You will the be presented with the following screen where you can select your search criteria. In the example below I want to view the history of PO number 17. When I click…

To run a detailed purchase order listing go to Purchase Orders / Detailed. You will then be presented with the following screen where you can use a combination of filters and sort options to view a detailed report. You can also use the export function which will export your data…

To run a summary report of POs to to Purchase Orders / Summary as shown. You will then be presented with the following pop up screen. You can use a combination of one or all filters to generate your summary report. You can choose the best option required how to…