How to match Bills with their initial Purchase Orders

The current Bill Approver, PO Requester, or Company Administrator can match not yet approved Bills to open Purchase Orders with the same supplier and currency if  Company Administrator has enabled the Bills to POs Matching feature. 

To match a Bill with a corresponding Purchase Order, click on the button 


and then select the matching pattern: either match many Bills to one PO, or one Bill to many POs.
Select which POs should be matched with a Bill. You can open the PO to see more details by clicking on the 'Open' button. When ready, click 'Done'.


The Bill Approver is offered to add the PO Requester as an Approver for the Bill:

 
All matching information is shown in the Bill:

If needed, the Bill Approver can change the matching to fix an error by clicking on the button.

The Bill Approver can also either remove the matching (untick the checkbox) or select a new PO to match with:





5. ApprovalMax for Xero

  1. How to connect to Xero
  2. Why do suppliers not appear in ApprovalMax after being created in Xero?
  3. How to create suppliers directly in ApprovalMax?
  4. Can I try without using real Xero data?
  5. What happens after an approval/rejection
  6. Supported countries, taxes, currencies
  7. Are attachments downloaded?
  8. How Accountants are notified about an approval
  9. How a lock date is handled
  10. What Xero data does ApprovalMax modify?
  11. Sync period
  12. What "Xero API call rate exceeded" means
  13. Are audit reports sent to the customer with the Sales Invoice?
  14. Why are taxes changed to Tax Exclusive after the PO is sent?
  15. How does the Xero Purchasing Officer find out if an email with the Purchase Order has been sent to the Supplier
  16. What are tracking categories used for?
  17. How can I print an approved PO from Xero?
  18. Can incoming Bills be matched with POs?
  19. What is the Requester?
  20. How can I print an approved PO from ApprovalMax?
  21. Reports
  22. Our rules contain base currency values; what if we have a request with another currency?
  23. How to cancel a rejected request
  24. Why does the Item Code not show in the PO PDF?
  25. Why sometimes Audit Reports are not attached to Xero document?
  26. Why Xero requester is not getting notifications?
  27. Why do I get "5015 - Failed to validate signature" error
  28. Can I download multiple Audit Reports in a single archive?
  29. Accrual Report .csv for Xero Manual Journal Entry
  30. What access should Xero users working with ApprovalMax have
  31. How to enable Bill to PO Matching
  32. Who can do Bill to PO Matching
  33. When can Bill to PO Matching be done?
  34. Which Purchase Orders are available for matching?
  35. How to match Bills with their initial Purchase Orders
  36. Why are Bills not pulled from Xero to ApprovalMax?
  37. Advanced settings for Bill to PO matching
  38. How is Bill to PO Matching reflected in reporting?
  39. What is Bill to PO Matching?
  40. Budget Management
  41. How to configure the PDF file of a Purchase Order that will be sent to the customer
  42. Mark PO as Billed

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