Xero-Integrated Workflow Template
The Xero-Integrated Board template is a workflow for managing purchase orders and accounting with Xero. It includes statuses and custom fields that align with Xero PO lifecycle and automation.
What you get
- Statuses: Todo → Create a PO → PO Awaiting Approval → PO Approved → PO Billed → PO Deleted
- Custom fields (examples): PO Contact, PO Delivery Date, PO Reference, PO Line Items (with Part Number, Description, Quantity, Discount %, Tax Rate, Unit Price, Account, tracking), PO Delivery Address, PO Attention, PO Telephone, PO Delivery Instructions
- Automation: The template is configured with Xero automation so that moving cards through certain statuses can create or update POs in Xero. See Workflow Automations after creating the workflow.
When to use it
Use this template when you want to track and create purchase orders in Boltline and sync them with Xero. You must have the Xero integration configured for your organization.