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Purchase Order Matching

This setting is relevant for Xero Purchase Order and Bill workflows.
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This is how you set up Purchase Order matching:

  • Find your Organisation in the main menu and go to Approval workflows under Workflows and settings.
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  • Open the respective workflow, click on the Gear icon:
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  • Within the Matching section, navigate to the Purchase Order Matching setting and select your preferred options.
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    For details, please refer to this section in our Knowledge Base.
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  • Apply your settings by clicking on SAVE CHANGES in the upper right-hand corner of the Workflow Settings window and update/activate the workflow.
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