How can I check if a Purchase Order has been sent to the supplier?
Select the respective Purchase Order in the list of requests and
scroll down to the bottom of this PO.
- Provided that your Organisation is integrated with Xero and the checkbox "Email to supplier" was ticked, you will see the section "Email to supplier" at the end of the Purchase Order.
- On completion of the approval process you will see the message "Purchase Order has been sent to the supplier".
Are files attached to a Purchase Order sent to the supplier?
A PDF file containing only the Purchase Order itself will be emailed to the supplier after its final approval. If you attach any files to the Purchase Order, they will not be sent. However, when you select that your Purchase Order should be sent ...
How does an accountant find out whether the Purchase Order has been emailed to the supplier?
This is how an accountant can check if a Purchase Order has been sent to the supplier: Go to Xero Accounts > Purchases > Purchase Orders. For each approved Purchase Order that was sent to the supplier, there is the status Sent in the respective ...
How can I create a Purchase Order in ApprovalMax?
To create a Purchase Order (or any other request) in ApprovalMax, click on the "NEW REQUEST" button in the top right-hand corner near your Avatar: In the pop-up window, select the request type from the respective Organisation and click on "CREATE ...
Sending approved Purchase Orders to suppliers
If you want to send an approved Purchase Order automatically to the supplier, you must first enable this feature by ticking the respective checkbox while creating the Purchase Order: If you want to send approved Purchase Orders to multiple contacts, ...
When is the Purchase Order number assigned?
As soon as a Purchase Order that you created is fully approved and sent to Xero, its Purchase Order number is assigned automatically. These numbers ascend incrementally. So, for example, if you have just started using Xero, your first Purchase Order ...