Video: How to raise a Purchase Order

Video: How to raise a Purchase Order

ApprovalMax product walk-through: how to raise a purchase order



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    • 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 ...
    • 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: 
    • How can I mark a Purchase Order as Billed?

      When a Purchase Order has been fully approved / matched with a Bill, it can be marked as Billed in ApprovalMax and the status "Billed" will be synced to Xero. To mark a Purchase Order as Billed, click on the  button: Optionally, you can provide a ...
    • 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 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 ...