Xero Integration >> Purchase Orders Management >> Create Purchase Order

Create Purchase Order

Create a purchase order in Apptivo with the necessary information. If you have enabled the sync option for contact or customer in the Ledger app, it is a mandatory field. Ensure that the values are added in the required fields.
You can also change the Sync To Xero field to be a customer or contact while creating a purchase order also.
Once the purchase order is created, the overview page will display the sync status of the purchase order.
When the sync is successful, the purchase order will be automatically available on the Purchase Orders page of your Xero account.

Create Purchase Order was last modified: September 19th, 2022 by operations

Xero Integration
Account Management Through Xero
Integration through Business Settings
Set up your Xero Account
Invoices Management
> Create Invoice
> Manage Invoice
> Record Payments
> Master Layout Configuration
> Tax Mapping with Xero
Supplier Invoices Management
> Create Supplier Invoice
> Manage Supplier Invoice
> Record Payments
> Master Layout Configuration
Purchase Orders Management
> Create Purchase Order
Xero Integration >> Purchase Orders Management >> Create Purchase Order
Create Purchase Order
- Create a purchase order in Apptivo with the necessary information. If you have enabled the sync option for contact or customer in the Ledger app, it is a mandatory field. Ensure that the values are added in the required fields.
- You can also change the Sync To Xero field to be a customer or contact while creating a purchase order also.
- Once the purchase order is created, the overview page will display the sync status of the purchase order.
- When the sync is successful, the purchase order will be automatically available on the Purchase Orders page of your Xero account.
Create Purchase Order was last modified: September 19th, 2022 by operations
> Master Layout Configuration