Who can mark Xero Purchase Orders as Billed?
- 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 in Xero and then pulled to ApprovalMax)
- Directly in Xero, the status will be synced to ApprovalMax
Related Articles
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. See who can mark Purchase Orders as Billed. To mark an approved Purchase Order as Billed, ...
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 ...
How can I prevent that approved Purchase Orders are matched?
If you no longer use your approved Purchase Orders, you can prevent that Bills will be matched to them. This is how it works for Xero / QuickBooks Online Purchase Orders If you’re connected to QuickBooks Online, you can mark Purchase Orders as Closed ...
Does ApprovalMax support the automated marking of Purchase Orders as Billed?
Yes, it is possible to have Purchase Orders marked as "Billed" automatically with appropriate PO matching setting activated.
Bill-to-PO Matching: auto-marking Purchase Orders as Billed
ApprovalMax supports the automatic marking of a Purchase Order as Billed on the approval of the last Bill matched to that Purchase Order - if the following conditions are met: All Bills matched to this Purchase Order have been pushed to Xero and ...