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How to set up a report to check both the Bill-to-PO Matching and Purchase Order balance

Updated over 2 months ago

In ApprovalMax, you can create reports showing all requests Awaiting Approval by a particular person.

This is how you create such a report:

  • On the Reports page, click on the NEW REPORT button:




  • Tick the checkbox next to Purchase Order and click on NEXT:

  • Specify the filters and click on NEXT:

    Matched Bills: Matched

  • Activate the checkboxes next to Matched Bills and Purchase Order Balance. Also, select any columns you want to be visible:


    Then click on NEXT.

  • Finally, name your report and click on CREATE:

  • You'll now see all Purchase Orders that have been matched to Bills as well as the Purchase Order balance (Purchase Order amount minus the amounts of all open and approved Bills matched to it):


  • Such reports can be scheduled, printed or downloaded as a CSV file.



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