To sync your Purchase Orders created on Klipboard with your Xero account, please follow these steps in the order listed below:
Purchase Order Start Number
If you have not done so already, set your Purchase Order start number, navigate to Settings > Accounting:
If Not Connected To Xero Already
Connect your Klipboard account to your Xero account, navigate to Settings > Integrations:
Follow the pop-up instructions to complete a sync
If Connected To Xero Already
Navigate to Settings > Integrations and simply press the 'Sync with Xero'
Then press 'Sync Purchase Orders'
Once Connection & Sync Is Complete
When the sync is complete, next you need to set your Default Expense Account Codes and Tax Rates. Navigate to Settings > Payment & Taxes:
Now You Can Create Purchase Orders to Sync To Xero!
Important Points To Note / Purchase Order Sync Rules
Purchase Orders are sent to Xero automatically when connected to Xero and when created on the purchase order page on Klipboard.
Purchase Orders sent to Xero are sent using the status they are created. For example, if you create a Draft Purchase Order on Klipboard a Draft version of that Purchase Order will appear on Xero. As the status and any details of that Purchase Order are updated on Klipboard it will automatically update on Xero.
Once sent to Xero, any changes made to the Purchase Order in Klipboard will sync to Xero and update accordingly.
Purchase Orders that are created in Xero are not sent to Klipboard, therefore always create your Purchase Order on Klipboard.
Purchase Orders that were created on Klipboard but are edited in Xero, the edits are synced to Klipboard. You need to do a manual sync process for those edits to appear. Please read the following article here explaining how to do this.
All Draft Purchase Orders from Klipboard sync to Xero as Approved.
All Sent Purchase Orders from Klipboard sync to Xero as Approved.
All Overdue Purchase Orders on Klipboard sync to Xero as Approved.
All Part Delivered Purchase Orders on Klipboard sync to Xero as Approved.
All Delivered Purchase Orders on Klipboard sync to Xero as Approved.
Klipboard does not sync file attachments to/from Xero.
Access further help articles on how to use Xero integration.