Xero Purchase Order life cycle
Purchase Order creation
Purchase Order approval
When you submit a Purchase Order for approval, it will run through the predefined workflow. Only when all approvals for a Purchase Order have been collected will it be pushed to Xero with the "Approved" status.
The current Bill Approvers, Purchase Order Requesters and Administrators of an Organisation can match not yet approved Bills with Purchase Orders that have been approved, but not marked as Billed, and state the same currency and supplier. You'll find more details on matching here: Bill-to-PO matching.
Marking 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. You'll find more details on marking Purchase Orders as Billed here: How can I mark a Purchase Order as Billed? This status can be set in Xero and synced to ApprovalMax and, if needed, get reversed as well.
Xero Bill life cycle
Bill creation There are several ways of creating Bills in ApprovalMax, please follow this link for details: How you can create Bills in ApprovalMax. Bill-to-PO matching The current Bill Approvers, Purchase Order Requesters and Administrators of an ...
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 ...
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 "Open" status in 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 ...