Every Growing Company Needs a Purchasing System

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 order & invoices, which is huge.”

Kevin Slatnick – CFO Coast Flight

 

 

Is This the Best Way to Manage Your Purchase Orders?

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

  • Xero doesn’t support a purchase order approval process, so there is no way to have built-in cost control 
  • You can have a manual purchase order approval process but then you need one person dedicated to entering purchase orders in Xero.
  • Tracking purchase order data in Spreadsheets doesn’t work because the data keeps on changing and not is always up to date.
  • It is a struggle to track what invoice is approved and what is pending?

Xero Is Awesome but Can It Scale With Your Operations?

Here are the challenges with managing purchase orders in Xero.

  • You can’t give Xero access to the entire team so that they can create purchase orders.
  • You can enter the data manually but having a single team doing data entry leads to bottlenecks.
  • The result: AP teams working overtime to enter purchase orders and invoices in Xero.

There’s a Better Way to Manage Purchase Order Approval Process in Xero

ProcureDesk provides a fully integrated purchasing and invoicing solution that integrates with Xero. We help you control cost, reduce the time spent on processing invoices, and eliminate the data entry in Xero.

Here is how it works.

Step 1: Integrate With Xero: Connect Your Account to Xero

Connect your Xero Account to ProcureDesk, it takes less than a minute. 

    Step 2: Sync the Master Data From Xero

    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. 

    Step 3: Setup Catalogs for Better Employee Experience

    Make everyday purchasing easier for suppliers by setting up punch-out catalogs with your preferred suppliers like Amazon, Staples, Office Depot, and many more. 

      • Enable one-click purchasing, so that employees don’t have to type in data to create requisitions. 

    Step 4: Purchase Order Approval Workflow

    Control cost by routing purchase order request for approval before it is sent to the vendor.

      • ProcureDesk flexible workflow engine is designed to suit your cost control needs. For example, purchase order request routing based on business units, department, the purchase amount, etc.

    Step 5: Mobile App for Purchase Approvals

    Approve purchase requests with ease by  using ProcureDesk Mobile App for purchase approvals. 

      • Approve requests by email, App, or through the system.  

    Step 6: Setup Invoicing and Matching Automation

    Say bye-bye to the manual matching of invoices with purchase orders. 

      • Setup automation to automatically capture invoices and let the system do the 3-way and 2-way match for you.
      • You can even define tolerances for accepting invoices variance within a certain range.

    Step 7: Pay Vendors Using Your Existing Tools

    We automatically send ready-to-pay bills to Xero. 

      • Pay bills using Xero or any other payment platform like Bill.com.
      • Don’t worry we will automatically sync the payment information back to ProcureDesk so that your employees that the vendor has been paid.

    ROI guarantee

    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. 

    You Deserve a Better Purchasing Process

    Control Cost and Increase Cashflow Visibility

    Integrated purchasing and invoicing to help you drive a better, transparent purchasing process.

    Request a Demo

    Purchase to Pay Process Optimizer

    Actionable strategies you can implement today to reduce the time spent on processing purchase orders & Invoices.

    Download Purchase to Pay Process Optimizer