And hundreds of growing companies are using ProcureDesk to simplify their purchasing process and getting rid of manual spreadsheets based processes.
“ProcureDesk saves us 25% to 35% percent of the time that we used to spend on processing purchase orders & invoices, which is huge.”
Manually creating purchase orders in Xero doesn’t scale and having Spreadsheets for order tracking is not sustainable when you have multiple people dealing with the purchase order.
Here are the problems with spreadsheets:
Here are the challenges with managing purchase orders in Xero:
Connect your Xero Accounting Software module to ProcureDesk, it takes less than a minute.
We will automatically import data from Xero. That includes the chart of accounts, suppliers, Tracking categories, projects, and everything you need to create, track purchase orders, and invoices. No redundant data entry and creating data in two different systems. ProcureDesk supports 2-way sync with Xero for master data like suppliers.
Make everyday purchasing easier for suppliers by setting up punch-out catalogs with your preferred suppliers like Amazon, Staples, Office Depot, and many more.
Control cost by routing Purchase Order (PO) request for approval before it is sent to the vendor.
Approve purchase requests or invoices with ease by using ProcureDesk Mobile App for approvals.
Track all purchase orders in one single place. No more spreadsheets to track order status and delivery information.
Say bye-bye to the manual matching of invoices with purchase orders.
We automatically send ready-to-pay bills to Xero.
If you don’t see an immediate reduction in the time spent on processing purchase orders and invoices, then the first month is on us.
Actionable strategies you can implement today to reduce the time
spent on processing purchase orders & Invoices.
No, You don’t need to manually sync the data between ProcureDesk and Xero. We integrate transactions like Purchase Orders and Invoices in real-time so that you can instantly see the data in Xero. Other data that needs to be pulled from Xero can be either scheduled or imported on-demand.
Yes, you can match the invoices with purchase orders and receipts for material purchases. For service invoices, you can match an invoice with a purchase order and then route for the review before the invoice can be marked approved.
Yes, once the invoice is marked paid in Xero, we sync the payment status along with payment remittance details from Xero. This can be done on-demand or on a fixed schedule.
Yes, if you have tracking categories configured in Xero, that can be imported into ProcureDesk. You can then assign the category codes to transactions like Purchase Orders and Invoices.
Yes, ProcureDesk supports configurable workflows that allow you to easily set up the workflow. You can set up multiple steps, group approvals, or conditional workflows based on the amount, department, etc.
The purchase order is approved in ProcureDesk. Once the PO is approved, it is automatically sent to the vendor and Xero at the same time.
Yes, the invoice copy is sent along with the invoice data to Xero.
You can choose one system to create and manage suppliers so that you don’t have to duplicate the effort. For example, You can create suppliers in ProcureDesk and it will automatically sync that with Xero. Alternatively, you can create suppliers in Xero and sync back to ProcureDesk.