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 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.
ApprovalMax also supports automatic marking PO as Billed.
Advanced Matching: support of the "10 cents rule" while auto-marking Purchase Orders as 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 ...
Advanced Matching: advanced settings for Bill-to-PO Matching
Firstly, the Administrator needs to ensure that Purchase Order Matching is enabled in the Bill Approval workflow settings. To do so, go to the Bill Creation, Review and Approval workflow under Approval Workflows and click on the gear icon: Then, ...
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 ...
Advanced 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 ...
Advanced Matching: How can I enable the new Advanced Bill-to-PO Matching?
This is how you enable the Bill-to-PO matching feature: Go to Workflows and settings > Approval workflows > Bill Creation, Review and Approval workflow: r Click on theicon, scroll down and enable Purchase Order Matching: Now, you will see matching ...