In order to pull Purchase Orders/Bills from Xero, you need to ensure the following: 1. The Purchase Order/Bill workflow is activated and the "Pulling from Xero" step is set up: How do I set up the "Pulling from Xero" step for Purchase Orders? How ...
Yes, this is perfectly possible. The current Bill Approvers and the Organisation's Administrators can easily match Bills to Purchase Orders in our mobile app. Simply click on the "MATCH" button in the Bill: Next, select the Purchase Orders for ...
The current Bill Approver or an Organisation's Administrator can match Bills to approved Purchase Orders with the same currency and supplier up to the point where the Bill gets approved* / the Purchase Order is closed - provided the Administrator has ...
For Purchase Orders created directly in ApprovalMax, the planform offers the functionality to configure an email that will be sent to the Supplier once a QuickBooks Online Purchase Order has been fully approved. This email is triggered if the ...
ApprovalMax allows the proper tracking of documents that were created in QuickBooks Online, without going through the appropriate approval workflow in ApprovalMax. This feature is available for Bills, Purchase Orders and Expenses and can be ...