Sync Purchase Orders into Bill.com and link them to bills. To facilitate this, we need the template names for your Purchase order & Vendor Invoice Templates. Note: These sync preference fields are case sensitive.
How to find Template Names
In Sage Intacct, within the entity you would like to sync purchase orders for:
- Click the Applications drop down > Purchasing > Setup tab > Transaction definitions
- Copy the name under Template name on the Purchase Order row, to paste into PO Template Name on Intacct sync preference field in Bill.com
- Copy the name under Template name to paste into PO Vendor Invoice Template Name On Intacct sync preference field in Bill.com