Video: How to raise a Purchase Order
ApprovalMax product walk-through: how to raise a 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 ...
Video: How to copy a Bill or Purchase Order to create a new Bill for approval directly in ApprovalMax
ApprovalMax product walk-through: How to copy a Bill or Purchase Order to create a new Bill for approval directly in ApprovalMax https://www.youtube.com/watch?v=6T80pfkP_bU You can also refer to this article: How to copy Xero Purchase Orders to a ...
Video: How to match Bills and Purchase Orders in Xero connected organisations
ApprovalMax product walk-through: how to match Bills and Purchase Orders in Xero-connected organisations https://www.youtube.com/watch?v=lUZt963Qh0s You can also have a look at this article: How can I match Bills and their initial Purchase Orders?
When is the Purchase Order number assigned? (Xero)
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 ...
Who can mark Xero Purchase Orders as Billed?
Xero Purchase Orders can be marked as Billed by: Administrators of Organisations in ApprovalMax Purchase Order Requesters Persons who are specified in the "Pull from Xero" section of a Purchase Order approval workflow (if Purchase Orders get created ...