Once the Bill is approved in ProcureDesk, we automatically import the bill into Xero. No problem, you can manage data across multiple Xero business units in one single ProcureDesk instance. Use our mobile app to reconcile, send invoices, or create expense claims – from anywhere. Xero doesn’t support a purchase order approval workflow, so there is no way to have built-in cost control.

If the supplier is present on the invoice, then this will be extracted automatically and you can proceed to the next step. Purchase Order Match allows you to identify and match Costs items with an existing purchase order in Xero or QuickBooks Online. If this option isn’t setup or left blank in the Xero Contact, the sync tool will use the default option, set under the Xero Options tab in Cloud Depot.

Authorized Invoices With Relevant Documents in Xero

See Connecting to Xero if you require more information on how to create/manage connections. Click the Xero Transfer button towards the top left of the page to push the purchase orders to Xero. We don’t currently pull stock and sales from Xero. The integration is built only for pushing purchase orders from Inventory Planner to Xero. Yes, the invoice copy is sent along with the invoice data to Xero. You can even define tolerances for accepting invoices variance within a certain range.

Go to the bill and click “Edit” and make the necessary changes. Tax Inclusive – This means that the number you put in for each of the line items with include whatever tax rate is there. So your subtotal with be the amount that includes the tax within it.

Purchase Order Management: a Key to Efficient Business

A note will be added to the history section of Dext and in Xero or QuickBooks Online detailing items that have been matched to a Purchase Order. Create a purchase order in Apptivo with the necessary information. If you have enabled the sync option for Purchase Orders In Xero contact or customer in the Ledger app, it is a mandatory field. Ensure that the values are added in the required fields. You have the ability to set up the Dynamic Date Range. The report data will be calculated based on the selected Date Range.

A single Purchase Order in HirePOS could have any number of items on order. Refer to the Purchase Orders help doc for general information on https://bookkeeping-reviews.com/ Purchase Orders. As ordered items are received via the Receive Order button in the Purchase Orders screen, they can be exported to Xero.

Xero Integration – Purchase orders & Bills

They will receive a PDF of what was ordered together with the delivery address and with any notes you entered. This integration is designed to sync your procurement and finance operations, eliminate manual data entry, and optimize your purchasing workflow. If a bill has already been approved or even paid, you’ll need to reverse payments and then go into the bill, click “Bill Options” and then click “Void”. Control, track, manage, and report on spend efficiently from anywhere. Automate the purchasing process and ensure compliant purchasing.

Click “Export Batch File” – this will download a bank file to your computer. You’ll have to reconcile your payment with the bank at a later stage to complete this. Editing a bill – before a bill is approved, it can be edited.

After selecting the correct Purchase Order there is an additional toggle to mark the Purchase Order as billed, by setting the toggle to YES. You can also change the Sync To Xero field to be a customer or contact while creating a purchase order also. Services Acquire superior support and project management.

• In the Xero world, it tends to be the bigger users.
• Use our mobile app to reconcile, send invoices, or create expense claims – from anywhere.
• Your teams can raise purchase requests that, once approved, convert to Purchase Orders and go out to suppliers automatically.
• If you have codes at the Item Category level they will be used, otherwise the Item Type codes will be used.
• A purchase order is pushed to Xero right after you save it to Inventory Planner with enabled “Save to Xero” option.

The Bill status will change to Bill created Xero. We’ll send you an e-mail with instructions to reset your password. I created a new Zap where it retrieves new purchase orders and their information. For any Purchase Order total amount that doesn’t match the total amount of the Costs invoice there is an additional verification step and an extra notification is displayed. If the supplier is not present on the invoice then, either search for or enter the correct supplier.