How do I save a PO as a PDF?

Save a purchase order as a PDF.

Use the options on the Preview screen to save a purchase order as a PDF. Use this format to email a purchase order to a recipient or save a purchase order as an electronic document.

Saving a purchase order as a PDF

1. Open Connect Accounts Payable > Reports > Purchase Orders.

2. Select a report title.

3. Set up the report options as usual.

4. Click Preview (CTRL+Q).

5. Use the toolbar at the bottom of the Preview screen to click Save.

The Save As form displays.

6. Use the field titled File Name to enter the PDF file name.

The Save As Type should be Adobe PDF.

7. Set up the form options.

How do I update my form options? (Reports)

8. Click Save.

Connect saves the purchase order as a PDF in the selected directory.

2019.05