Pushing POs to Xero

Once you have linked a Xero account to your company, admin users will be able to send Purchase Orders through to Xero.

First, navigate to Orders > Order History.
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The checkboxes on the left-hand column will allow you to multi-select which purchase orders you wish to send to Xero.
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You can select individually, or Select All using the checkbox at the top of this column.
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Once you’ve selected all of the Orders you wish to send to Xero, scroll to the top of the page, and click the ‘Send Purchase Orders to Xero’ button
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Once an order (PO) is sent to Xero, no further changes can be made to this order within Edify. Once you click the button, you'll see this warning show up on the page. If you are happy to continue, click ‘OK’.
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You should now see the Purchase Order in your Xero account. Any orders successfully sent to Xero will now display a tick in the Xero column on your Order History Tab.
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​What if the Order shows a warning in the Xero column?

You may see some orders in your Order History showing a warning triangle icon next to them. This means that an order cannot be sent to Xero.
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To see the reason why, hover over the warning icon to see a message about what is preventing this.