Purchase Order sync is currently in a limited release. We will be offering this feature more widely in the future. Stay tuned!
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