Sync Details between Purchase Orders and Xero Bills

When you create a Purchase Order on TradeGecko, a Bill will be created on Xero (Awaiting Approval). All line items on the Purchase Order, will push on the same Bill (including the landed costs i.e. freight, duty, shipping etc).
 
If you have long purchasing cycle and want to sync Purchase Order to Xero’s Bill only when you receive all the goods from suppliers, please contact us and we will enable the feature for your account.
 
Furthermore, here's how Purchase Orders work with us:
  • Creating Purchase Order will increase Purchases account, decrease Accounts Payable.
  • Receiving Purchase Order will increase Stock On Hand, decrease Stock Purchases account.
The table below shows how elements of a Purchase Order sync over to Xero.
 
 No
 TradeGecko Purchase Order
 Xero Bill
1
Create date of PO
Date
2
Payment due date
Due Date
3
Stock due date
None
4
Purchase Order Number
 
Reference
5
PO Currency
Currency
6
We send line items as Exclusive, Inclusive or No Tax Invoice to Xero.

 

This is a sample of how a TradeGecko Purchase Order pushed to Xero Bill looks like:

Example #1 Before Approval in Xero
Screen_Shot_2017-05-24_at_09.11.34.png
Example #2 After Approval in Xero, Awaiting Payment
Screen_Shot_2017-05-24_at_09.12.27.png
 
A possible complication here is that inventory items and landed costs will be billed to the same supplier/vendor.
 
To fix this, you need to split the bill into multiple multiple bills by following these steps:
 
  • Log into your Xero account
  • Duplicate the bill on Xero, and remove all line items except for the landed cost, be sure to choose the correct vendor for landed cost
  • Go to the original bill, remove the landed cost line items and save.
  • You will now have 2 bills, one with the stock items addressed to the supplier, and another with the landed cost addressed to the correct vendor
Note
Purchase Orders created on TradeGecko before the integration will not be synced over to Xero. TradeGecko does not sync historical invoices.
Print Friendly Version of this pagePrint Get a PDF version of this webpagePDF
Have more questions? Submit a request
Was this article helpful?
0 out of 0 found this helpful

Comments

NEW TO TRADEGECKO? START A 14 DAY FREE TRIAL, NO CREDIT CARD REQUIRED