How is Bill to PO Matching reflected in reporting?

In the reports, ApprovalMax includes all relevant Bill to PO Matching data and presents the information on which Bills and POs are matched.

Users are also able to view the Purchase Order Balance. The PO Balance report shows the remaining amount for each PO, with the balance being calculated as follows:

PO amount minus the amount of all open and approved Bills matched to it.


However, this is only the case if you select the ‘Many Bills – One PO’ pattern when you’re doing the matching. If you select ‘One Bill – Many POs’, the Purchase Order Balance cannot be calculated, and will therefore not be shown in the report.


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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