Tip: Attach procurement orders to a task

[L Jones]

I'm looking to attach a procurement order to a task. It is good for people in development, production, and FA to stay on the same page on an acquisition. Off the top of my head, I was thinking of Quickbooks, an attached PDF/Word file, or a hyperlinked image of the document. The only other thing I could think of was PayPal receipts, but it doesn't work in all situations. I saw a few apps in Jira, Clerks Invoices, Worklog360, BillWize, but it looked like it would require a migration of financial information. After a quick look through, BillWize offered invoice integrations through QuickBooks and it is free up to 10 users then $1.50 per user. Just remember to segment out the access so it doesn't skyrocket pricing.

If you know a standard or best practice better than this, drop a comment please.

[Brant Schroeder]

@L Jones In the past, we have used email and automation but then transitioned to using the API.  Have you looked into using the API?  If you do not have anyone who can help with development you can look at integration tools like zappier to help connect tools together.