Setting up the XERO Purchase Order workflow:
1. To connect / disconnect your XERO account or to change the account you are using:
Settings ➠ Integration ➠ XERO ➠ Connect
2. Workflows ➠ Purchase Order Approval
Form Section ➠ XERO Purchase Order
3.In the Approvers Section you can switch on conditional rules (set additional approvers if the Purchase Order amount exceeds the specified threshold)
4.When filling the PO, all accounting data will come from your XERO account
If you need to add a supplier or product/service, you should do that in your XERO account. Categories and taxes are also set up in XERO
Once user sends the request for approval (‘SUBMIT’ button), the PO will appear in your XERO account with the status ‘AWAITING APPROVAL’
5.If the PO approval request is approved, the PO will go from ‘AWAITING APPROVAL’ section to APPROVED section in your XERO account.
If the PO approval request is rejected, the PO will be deleted from ‘AWAITING FOR APPROVAL’ section in your XERO account.
In request details you can also see the link to the PO in XERO