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Purchase Order Syncing Limitations (Xero)

Purchase Order syncing limitations between Re-Leased and Xero — Work Orders sync one-way to Xero as Purchase Orders when approved, with no sync back for edits or deletions, separate numbering systems, and tax must be added manually in Xero.

Updated over a week ago

Work Orders in Re-Leased sync one-way to Xero as Purchase Orders when approved. Edits, deletions, and Purchase Orders created in Xero do not sync back to Re-Leased.


One-Way Sync

Newly approved Work Orders in Re-Leased sync to Xero as Purchase Orders. Beyond that initial sync:

  • Edits to Work Orders or Purchase Orders in either system do not sync.

  • Deletions in either system do not sync.

  • Purchase Orders created directly in Xero do not create Work Orders in Re-Leased.


Invoice Numbering

Because this is a one-way sync, Re-Leased and Xero maintain separate numbering systems. Bills and Expense Invoices originating from this workflow use Re-Leased numbering — they cannot adopt Xero's numbering system.



Tax

Re-Leased's Work Order Budgeted Cost field does not include tax details. When Work Orders sync to Xero as Purchase Orders, tax information is not included. Xero users need to add tax manually when converting a Purchase Order to a Bill.



External Reference Field

If the External Reference field is populated on a Work Order in Re-Leased, it syncs to Xero and is used as the Expense Invoice Number. This creates a mismatch — the link is between the Work Order External Reference and the Expense Invoice Number, not the Work Order Number. Be aware of this when reconciling records.

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