Recipe - when STATUS changes to VALUE create PURCHASE ORDER with ACCOUNT CODE and TAX with LINE (SUB) ITEMS with SUPPLIER

This recipe creates a new purchase order in your connected Xero account when a status changes to a value that you set.

Enter the Integrations Centre by clicking "Integrate" at the top right-hand side of the screen.

• Select "Templates"

• Select the app called "Xero - Purchases" from the app selections list

• Configure the recipe.
  
  

• Map the fields that will be pulled from monday.com into your Xero account upon status change.
  
  Please note the following specifications for column types to ensure the correct information is mapped from monday.com in Xero.
  
  You may type a text value instead of mapping a column for Status, Tax Type and Account Code.
  

The integration uses predefined column titles to query line item information from the SubItems column.

The column titles on the SubItems board MUST MATCH (case insensitive) the below values:

• Quantity - The quantity of the line item sold
• Unit Amount - The price (excluding tax) of the line item
• Description - The description of the line item
• Discount - The discount rate applied to the line item in % to the line item
  This column/value is not required.
• Account Code - The General Ledger code for the line item
  This column/value is not required. However, the invoices will only be created in xero as Draft without this value.

The subitems can have other columns.

• Tax Type: Sync the Tax rate in xero
• Tracking Category 1: The first tracking category in xero acts as Tracking Category 1
• Tracking Category 2: Another tracking category in xero acts as Tracking Category 2

• Select 'Add To Board' to complete.
  
• You will see a toggle button with the label 'On' to confirm that the integration is active.
  
  
  

If you would like additional information to be added to the invoice in Xero, please submit your feature request here.