You can sync purchase orders as bills, expenses, or stand alone purchase orders. Please note all items must be of type inventory to sync to POs.
What connections are supported?
Here is a list:
How do I enable the sync?
Here are the steps:
- At the my connections page, click manage.
- On the configure page, expand sync direction.
- Choose sync purchase orders:
- Click save and sync.
What settings are available?
Settings are available on our configure page under sync purchases. Here are the settings:
|Sync Purchases As||You can map purchase orders as bills, purchase orders, expenses, or purchase orders with bills. Purchase orders have no affect on AP and they are ideal for pending POs.|
|Purchases Before||Begin date range to sync POs.|
|Purchases After||End date range to sync POs.|
|Order IDs||A list of PO numbers to sync.|
|Order Status||A list of order statuses to export POs.|