Start creating and approving Purchase Orders and Bills (Xero)

• Related Articles

• Bill-to-PO Matching: how to add a Purchase Order Requester as a Bill Approver

  Organisation Administrators can decide whether they want to allow Bill Approvers to add Purchase Order Requesters as Bill Approvers during the Bill-to-PO Matching, either automatically or manually, or if they don't want to allow adding Purchase Order ...

• Xero Purchase Order life cycle

  Purchase Order creation There are two ways of creating Purchase Orders for authorisation in ApprovalMax; they can either be created directly in ApprovalMax or get pulled from Xero. Purchase Order approval When you submit a Purchase Order for ...

• Bill-to-PO Matching: advanced settings for Bill-to-Purchase Order Matching

  Firstly, the Administrator must ensure that Purchase Order Matching is enabled in the Bill Approval workflow settings. Select your Organisation in the main menu and open "Approval workflows" page under "Workflows and settings" section. Click on the ...

• How to copy Xero Purchase Orders to a Bill

  ApprovalMax allows Purchase Order Requesters to copy fully approved Purchase Orders to Bills. Please note: the Purchase Order Requester needs to be added also as a Bill Requester in the Bill workflow. This is how it works: Open a fully approved ...

• Troubleshooting: why are my Xero Purchase Orders/Bills not pulled to ApprovalMax?

  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 ...