Expeni Knowledge Base

Set Up

Getting Started with Expeni

Cleaning Up Test / Trial Account Data

User Roles

What are the different user roles and how do they work

Purchase Orders

Create a Purchase Order

Edit Purchase Order

Approve a Purchase Order

Copy Purchase Order

Email a Purchase Order

Customize Purchase Order PDF

Print a Purchase Order in PDF format

Receive Delivery

Search Purchase Orders

Budgets

Branch Locations and Departments

Add a Branch Location

Add a Department