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 will automatically receive the number PO-001.
Please note: if you have deleted a Purchase Order, the system will find that gap and assign the respective number to the next Purchase Order you create. For example, you have PO-046, PO-047, PO-048 and PO-049. Then you delete PO-047 permanently. This means, the next Purchase Order you create will receive the number PO-047 instead of PO-050.
Why is there no place to enter a PO number during Purchase Order creation?
QuickBooks Online auto-populates a PO number when the Purchase Order has been approved in ApprovalMax.
Why are Purchase Orders not showing in Xero after approval?
Purchase Orders will only be synced to Xero once they have been fully authorised (all approvals in all steps have been obtained). As long as a request is still pending the approval of one of the Approvers, it keeps the "On approval" status in ...
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 ...
Attaching files to Xero Purchase Orders
During the creation of Xero Purchase Order, you can attach files. However, some technical limitations do apply. Below are supported file extensions, size and number of files that can be attached: File extensions — '.jpg', .jpeg', '.gif', '.png', ...
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 A ...