Using Purchase Orders within Sage Intacct? Try out our Purchase Order sync feature!
You'll still continue to create and manage Purchase Orders (PO) in Sage Intacct, but now you can sync them through to Bill.com and link or match them to bills. We'll automatically pre-fill certain items from the PO using artificial intelligence.
Watch a demo video here!
Frequently Asked Questions
- Is there a charge?
- Is there anything else I need to setup in Sage Intacct?
- How many POs will be synced over?
- What type of POs are synced in from Sage Intacct?
- Are International currency POs supported?
- Will GL account updates on Bills linked to POs in Bill.com sync back to Sage Intacct?
- Do you support conversions of POs to PO Receiver workflow?
- Can I link multiple bills to one PO?
- Can I unlink a bill from a PO?
- Does Bill.com support creating, deleting, editing or approving POs?
- Do you plan on making this feature available for other accounting softwares?
- I am using POs in Sage Intacct and I don't see this feature, can I request to have it enabled?
- Can I disable the Purchase Order feature?
- Have feedback you want to share?
Is there a charge?
- There is no charge for the PO feature presently.
Is there anything else I need to setup in Sage Intacct?
- Please follow the instructions here to add/update the customization package that will enable all PO status updates in Sage Intacct to sync over to Bill.com. Sync will still work without this customization, but it won't capture a few of the PO status fields.
How many POs will be synced over?
- By default, we sync in open POs you created in the last three months from your accounting software to Bill.com. If you want to sync even earlier POs to Bill.com, make an update to the PO in question (Edit & Save) and sync again. If you have a large list of older PO's, please contact our customer success team and we will assist you.
What type of POs are synced in from Sage Intacct?
- With Sage Intacct, we sync in POs that are "pending", “in-progress”, or "partially converted". We don't sync in POs that are already “converted” or “closed”.
Are International currency POs supported?
- This feature is for POs in USD only.
Will GL account updates on bills linked to POs in Bill.com sync back to Sage Intacct?
- Due to the Sage Intacct configuration, any changes you make on GL accounts when you create or edit a bill that is linked to a PO will not sync back to Sage Intacct. If you do make changes on GL accounts in Bill.com, make sure you update the relevant items on the Vendor Invoice in Sage Intacct as well for data consistency. We will provide an alert notification as a reminder.
Do you support conversions of POs to PO Receiver workflow?
- PO Receiver used for purchasing inventory is not supported currently. If you convert a PO to a PO Receiver prior to a Vendor Invoice, when the bill syncs into to Bill.com, it will not be linked to the PO. Although you can still link the PO manually, any edits in either system will not sync due to the PO Receiver. Edits will need to be made manually in both systems.
Can I link multiple bills to one PO?
- Yes, you can link multiple bills to one PO
Can I unlink a bill from a PO?
- After a bill has an associated PO and has synced between Sage Intacct and Bill.com, you will be unable to unlink them. This is because the accounting system should be the system of record. If you need to unlink a PO from a bill, the bill will need to be deleted and a new bill created to link to the correct PO.
Does Bill.com support creating, deleting, editing or approving POs?
- Not currently. We are exploring additional ways to serve the needs of our customers.
Do you plan on making this feature available for other accounting softwares?
- We are always assessing our accounting software integrations for enhancements.
I am using POs in Sage Intacct and I don't see this feature, can I request to have it enabled?
- Contact Support to let us know you're interested.
Can I disable the Purchase Order feature?
If you currently have POs enabled no longer want to use them, you can disable them in settings, if you are an admin user.
Have feedback you want to share?
- Please email us at email@example.com