Exporting Purchase Orders & Tracking Categories in Xero
Purpose
To provide instructions on how to export Purchase Orders from Gearbox to an integrated Xero system.
Xero must be integrated prior to exporting Purchase Orders.
Tracking Categories
Gearbox’s Xero integration now allows Users to configure a maximum of two Tracking Categories which can provide the following:
Related Articles
Export Purchase Orders to MYOB
Overview Gearbox allows you to export Purchase orders in MYOB CSV format. To import Purchase Orders to MYOB you must first setup a purchase account “5-XXXXX” and the Supplier must exist in MYOB (case sensitive). The Card Type must also be set to ...
Gearbox WIISE Integration with Purchase Orders
Overview Gearbox integrates with WIISE by pushing and updating Purchase Orders created in Gearbox to WIISE. When a Purchase order is completed in Gearbox, the user clicks on Export To WIISE button. If the purchase order is edited after the export, ...
Purchase Orders
Overview Gearbox uses Purchase Orders to order and receive Parts into Stock. If you do not wish to use the Purchase Order component of Gearbox, the only way to add Stock is through Stock adjustments. Purchase Orders require the Parts and Inventory ...
Xero integration with 2-Factor Authentication
Overview Gearbox facilitates the seamless export of Purchase Orders into Xero, via a user-triggered API. This integration allows users to efficiently transfer Purchase Order data from Gearbox to Xero, streamlining the process of managing financial ...
Adding a Purchase Order from a Service, Repair and Tyre
Overview You can create Purchase Orders directly from Service, Repair, or Tyre records. These Purchase Orders will be generated based on the details of the respective Service, Repair, or Tyre, including any Parts added to the associated Workorder. If ...