Sending Purchase Orders to Xero

Sending Purchase Orders to Xero

Sending Purchase Orders to Xero

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

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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 mceclip4.png and then click mceclip5.png

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

5. Once Purchase Orders have been sent across to Xero successfully, you can view these via your Business>Purchase Order page within Xero:

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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:

mceclip6.png

 

3. Click mceclip8.png and then click mceclip9.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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