Every time a Purchase Order is successfully completed in Infraspeak, regardless of it’s content, it gets sent from Infraspeak to Xero, to create automatically a Bill to pay.
With this workflow integration, your operation can get rid of paperwork, and reduce the time you spend managing invoices, by effectively automating and simplifying your processes.
The Purchase Order integration has two requirements that should be always verified:
- Only completed or confirmed Purchase Orders will be created as Bills in Xero (depending on your integrations set up - please check the article How to configure your Xero Integration).
- For purchases to be integrated in Xero, in Infraspeak the supplier associated with the Purchase Order should have a VAT correctly filled in.
Once these assumptions are validated, the integration occurs as it follows:
1. Create a Purchase Order in Infraspeak.
2. After created, the purchase should be characterized, and then processed and completed.
3. In order for the purchase to be integrated in Xero, it must be Closed or Confirmed (please check the selected trigger in the integration settings), and then will be displayed in Xero as Draft Bill.
The Bill created in Xero will have all relevant information from the Purchase Order in Infraspeak, that includes:
- Purchase Order Items as the bill items, with the associated Account;
- Supplier name, in the Bill Contact;
- The Purchase Order ID, available in Reference Field.
