Advanced settings for Bill to PO matching

The Administrator enables the ‘PO Matching’ feature in the Bill approval workflow settings.



The first setting provides an option for Bill approval if the Bill has not been matched to its corresponding PO(s). This option is based on a specific amount, which can be set by the Administrator. The amount limit will determine if the Bill can be approved only after having first been matched to its corresponding PO(s).

The second setting regulates whether or not Bills can be approved even if the Bill amount exceeds the initial PO amount. The Administrator can set the amount limit for Bills so that they can exceed the PO by a certain amount and still be approved.

The third setting can regulate whether or not Bills can be matched to PO(s) that were issued later than the corresponding Bill.

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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