Is the Purchase Order in Xero?
Brandengine makes it easy to identify if a Supplier Purchase Order has been sent to Xero (and then gives you a quick way to send them if they aren’t)
NB – It’s your company policy choice when PO’s are sent to Xero
- When the PO is sent to the supplier. The PO is then locked in Brandengine and any changes will be made by your Accounts team and pulled back into Brandengine
- When the Supplier invoice is received. The PO is then checked against the invoice and sent to Xero. This scenario makes it easier to manage potential client order changes.
On the Purchase Order Summary Board
This is accessible from the Main Menu – MainMenu>Activity>PurchaseOrders – and provides an overview of any PO’s created in BE.
Use the Filters and Sort functions to create & save various custom views/reports based on your requirements. This summary board includes the In Xero column allowing you to easily view this status.
Click on the PO# in the ID column to launch the Purchase Order and check and update the in Xero status.
No, PO has not been sent to Xero
A notification banner advises if the PO is in Xero and gives you the ability to send it across.
If the vendor is not connected to Xero you will be given the ability to link vendor
Yes, PO has been sent to Xero
A green status banner appears with the “locked” message
You are given the ability to request an update from Xero if there are any variances with the Supplier invoice being entered by your accounts team.
In the Project in the Purchase Order block
Status
The relates to the status of the PO in relation to the goods supply
eg – Sent to Supplier, Invoiced, Received
(Not it’s status in Xero)
No, PO has been sent
- A notification banner is present.
- You will be able to Send the PO to Xero provided the Vendor is Linked
Yes, PO has been sent
- No banner is present
- You are able to request an update from Xero