How to Sync or Import Purchase order information in SmartOffice
To synchronize your PO information between SmartOffice and your integration, follow these steps: * Click the cog icon on the top right of the screen. * Select Company Settings from the list. * Click on Purchase Order Matching . * Click on Schedule PO Sync(API/FTP only)/Import PO Numbers(CSV) . * If you…
How to Enable Matching for Purchase Orders and Invoices only from the Same Supplier
This setting only allows POs to match to Invoices if the supplier code is the same for both. To ensure that documents are only matched to Purchase Orders (POs) from the same supplier, follow these steps: * Click the cog icon on the top right of the page. * Select Company Settings from the list. * Click on …
How-to Edit Your PO To Match It Against Multiple Invoices – Sage 200
The following steps apply for integrations with Sage 200. * Click the Purchase Order row highlighted below to expand the line items. * Click the Edit icon . * Manually update the quantities in each line item. * Clicking Zero values will update all line-item quantities to zero. * When you are ha…
