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, you need to enable the option "Include in emails" in the contact information in Xero. This way, all such contacts will be automatically added in the "TO:" field. Requesters of the Purchase Orders will be added automatically in the CC field.
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 ...
How to automatically email QuickBooks Online Purchase Orders to a vendor
ApprovalMax allows to set up an email that will be sent to vendor once a QuickBooks Online Purchase Order has been fully approved - if the checkbox “Automatically email approved Purchase Order to vendor” has been ticked. Responsible for this ...
How does the approval of Xero Purchase Orders work?
ApprovalMax enables the setup of multi-step approval workflows for Purchase Orders. There are two ways to create Purchase Orders: directly in ApprovalMax or in Xero. This is how the approval of Purchase Orders created directly in ApprovalMax works: ...
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 print an approved Purchase Order?
Once a Purchase Order has been approved, ApprovalMax generates a PDF for this Purchase Order and attaches it to the Purchase Order in ApprovalMax. It is also possible to download this PDF in Xero itself. To do so, click on the "Print" button: