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Logo1.png Sending Purchase Orders to Xero

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Overview

In this guide, we will explain how to send purchase orders from Expandly, directly to your Xero account. 

Before you start

You will need to create Purchase Orders within Expandly before sending these over to Xero. Click here for instructions. 

Sending a Purchase Order to Xero

1. Click Purchase Orders (left menu) and then Manage Purchase Orders

2. On the Manage Purchase Orders page, using the filters (top left), find and select the purchase order you want to send to Xero

3. Click mceclip0.png and then click mceclip1.png

4. The order will then be in a queue to send to Xero. Please check progress in 10-15 minutes. 

Sending Purchase Orders to Xero in bulk

1. Click Purchase Orders (left menu) and then Manage Purchase Orders

2. On the Manage Purchase Orders page, using the filters (top left), find and select the purchase orders you want to send to Xero

mceclip2.png

 

3. Click mceclip0.png and then click mceclip1.png

4. The orders will then be in a queue to send to Xero. Please check progress in 10-15 minutes. 

Next Steps

If you need a little extra help, no problem. Contact us, and we'll talk you through the steps.

Contact Us

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