To ensure that you can easily track the status of any document, ProcureDesk now maintains two different statuses for a document.

For example, a purchase order life cycle looks like this:

1. Draft

2. Pending Approval

3. Approved.

4. Sent to Supplier.

5. Integrated with an Accounting system like QuickBooks.

In the previous versions, we only used to maintain one status and that was confusing. For example, you might see the status of the purchase order as "Integrated".

By looking at the status, it was not clear if the purchase order was sent to the supplier or not.

To make it easier to track the lifecycle, we now are maintaining two different statuses for the document lifecycle.

Example of purchase order:

A purchase order now two have 2 status:

1. Status: Status tracks whether the order is sent to the supplier, approved, etc.

2. Sync Status: Sync tracks whether the document is synced with the accounting system or not. A green

tick mark means that the document is synced and a red tickmark

means that the syn failed

In case the sync fails, you can click on the highlighted icon to see the error message

Example of Invoice: