Purchase Order and Invoice Approval System For Xero

Automate purchase approvals, invoice matching, and sync approved purchase orders and Bills with Xero.

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Purchasing Simplified Without Chasing Approvals

Implement purchase order approvals and automated Bill matching without giving buyers access to Xero

Integrated purchasing system with Xero so that you can have an automated purchase order approval process working with your Xero environment.

How It Works

  • Step 1

Purchase Order Created In ProcureDesk

Create a purchase order in ProcureDesk with a few clicks. Create order from catalogs, vendor punchouts, and much more.

  • Step 2

Order Sent For Approval

Automated routing of purchase orders for approvals based on the pre-defined rules. Approvals on the go are supported by iOS and Android app.

  • Step 3

Order Sent To Vendor

After the order is approved, ProcureDesk automatically sends the order to the vendor based on vendor preferences. We support email, EDI, CXML. Sorry, we don’t support the fax!

  • Step 4

Order Sent To Xero

After the order is sent to Xero, the order is sent to Xero through a real-time interface with Xero.

  • Step 5

Import Invoice into ProcureDesk

Import invoices from your vendor email mailbox automatically into ProcureDesk. Or use the vendor portal or e-invoicing to automate your invoicing process completely.

  • Step 6

Automatically match and reconcile invoices

The system use OCR(Optical Character Recognition) to automatically extract the data from the invoice file, and then match the invoice with purchase order and receipt. If there are any matching issues, the system automatically routes the invoice for approval to the appropriate order contact.

  • Step 7

Sync approved Invoices with Xero

After the supplier invoice is approved for payment, the system automatically sends the invoice to Xero or another payment system. The integration is completely touchless and there is no need for your AP team to manually sync the invoices or recreate the Bills in Xero.

  • Step 8

Sync the payment status

Pay using your current payment process, no need to change anything. Once the invoice is marked paid in Xero, the system automatically update the payment status in ProcureDesk. Eliminate the endless inquiries from employees regarding the status of vendor invoice payments.

If You Would Like To Experience A Struggle Free Purchasing & Invoicing Process, Click On The Link Below To Book A Demo

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Common Questions

ProcureDesk integrates seamlessly with Xero to automate the purchase order and invoicing process, offering real-time data integration. This means purchase orders created in ProcureDesk can be automatically sent to Xero, streamlining the process and eliminating the need for manual data entry.

No manual syncing is required for transactions like purchase orders and invoices. ProcureDesk and Xero integrate in real-time, allowing immediate visibility of data in Xero. Other data from Xero can be imported on-demand or as per a schedule.

Yes, ProcureDesk offers both 3-way and 2-way matching processes. This means you can automatically match invoices with purchase orders and receipts for material purchases, or for service invoices, match them with a purchase order before review and approval.

Tracking categories configured in Xero, such as departments and locations, can be imported into ProcureDesk. These categories can then be assigned to transactions like purchase orders and invoices to ensure accurate tracking and reporting.

ProcureDesk allows for configurable workflows, enabling multi-step, group, or conditional approvals based on various criteria such as amount, department, etc. This flexibility ensures that purchase orders are thoroughly reviewed and approved according to your organization's specific requirements.

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