08. Upload Purchase Orders to Xero

If you use another program to generate PO files, you can upload it to EzzyBills to generate a PO in Xero.

There are two ways to upload

• email the PO files to  ####.purchase@ezzybills.com, where ####@ezzybills.com is your EzzyBills upload email address, or

• Login, go to Dashboard > Advanced Upload. Click “Document Type“, and then choose “Purchase Order“. Then select or drag/drop files to upload.

Screenshot below is an example Purchase Order that was exported to Xero.

 

Please note:

• The “Order Number” maybe come from the purchase order number on the PO file. If this number cannot be found on the PO file, EzzyBills will ask Xero to generate an automatic number.
• There is an EzzyBills setting flag to always use Xero automatic number. This is to avoid duplicate order number error from Xero.