Budget and Purchase Request
- Budget visibility and approval responsibilities before purchase commitments are made.
- Purchase Requests with supporting business information and a clear decision path.
WARECONNECT FOR XERO · PURCHASING
Purchase-to-Pay Automation for Xero: From Purchase Requests to Goods Receipts
Bring request, authority, order and receiving evidence into a controlled purchasing journey.
Scope your budget visibility, Purchase Requests, PO approvals and independently recorded Goods Receipts around the way your team buys. Accounting stays in Xero; supported fields and integration responsibilities are confirmed for your implementation.
Control the purchasing decision
Purchase Order and receiving
- Purchase Orders with approval history and links to goods received.
- Recording of complete or partial deliveries rather than assuming every order arrived in full.
From recorded receipt to invoice matching
Record Goods Receipts independently from Purchase Orders, including partial deliveries and multiple receipts against the same order. WareConnect uses the PO, receipt and supplier invoice to compare ordered, received and invoiced quantities, together with relevant price and amount information. Missing receipts, under- or over-deliveries and differences outside the agreed matching tolerances can be directed to review, correction or hold under configured rules. Outstanding quantities and PO balances are considered where the relevant setup supports them.
- Purchase Order
- Goods Receipt(s)
- Invoice comparison
- Discrepancy review
- Authorised decision
Partial delivery example
A PO is raised for 100 units; 80 units have been recorded as received, but the supplier invoices 100. The comparison shows a 20-unit received-versus-invoiced difference. The reviewer checks whether goods are still outstanding, a receipt is missing or the supplier billed early, then follows the configured hold, correction or approval process before the invoice proceeds.
Connect purchasing evidence to an approved supplier bill
When a supplier invoice arrives, the applicable purchase order and Goods Receipt records support two-way or three-way matching. Partial deliveries and discrepancies can be investigated through the configured approval and hold process. This adds operational context beyond a simple PO-to-bill conversion.
Explore the broader Invoice Automation and Purchase-to-Pay overview for financial controls, supplier reconciliation and Payment Run Approval.
Discuss your Xero purchasing workflow
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