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.
Goods Received status
The Purchase Order Requester, the Approvers and the Organisation Administrators can track the statuses Not Received, Partially Received and Fully Received, and also set/change the delivery status for approved Purchase Orders. Bill-to-PO Matching
The current Bill Approvers 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
Related Articles
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 ...
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, ...
What's the life cycle of Xero Bills from creation to payment
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 review The Review step is positioned before the Auto-Approval step. As this makes it the first ...
How can I close approved Purchase Orders to prevent matching?
If you don't use your approved Purchase Order any more and want to prevent matching Bills to it, you can mark the Purchase Order as Billed in ApprovalMax, or delete such Purchase Orders in Xero - they will then be marked as Cancelled in ApprovalMax:
Bill-to-PO Matching: 10 ct rule for POs auto-marked Billed
ApprovalMax supports the 10-cent deviation rule during the auto-marking of Purchase Orders as Billed. What does this mean exactly? ApprovalMax supports the automatic marking of Purchase Order(s) as Billed on the approval of the last Bill matched to ...