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)
Does ApprovalMax support the automated marking of Purchase Orders as "Billed"?
Currently, it is not possible to have Purchase Orders marked as "Billed" automatically. It is for the responsible person to decide if they want to mark a Purchase Order as "Billed". However, we do have plans to add the automated marking as "Billed" ...
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 ...
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 does the approval of Xero Purchase Orders work?
ApprovalMax enables the setup of multi-step approval workflows for Purchase Orders. There are two ways to create Purchase Orders: directly in ApprovalMax or in Xero. This is how the approval of Purchase Orders created directly in ApprovalMax works: ...
How can I match Bills with their initial Purchase Orders?
The current Bill Approver, Purchase Order Requester, or the Administrator can match Bills and approved Purchase Orders with the same currency and supplier up to that point where the Bill got approved / the Purchase Order was closed - provided the ...