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Bill-to-PO Matching: Who is allowed to match Bills and Purchase Orders?

The Bill-to-PO Matching feature is available to:

  • Current Bill Approvers

  • Bill Requesters

  • Bill Reviewers

  • Organisation Administrators

  • Purchase Order Requesters - if they were added by an Approver during the Matching procedure
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Important note: Purchase Order Requesters will not be added as Bill Approvers if the Bill-to-PO Matching is performed during the Review step, regardless of the settings.

Also note that if Bill-to-PO Matching is used as a condition in the Review, Approval, or Auto-Approval matrix, a Bill's matched or unmatched status can determine which Reviewer or Approver the Bill is routed to, or whether it is automatically approved.

See How to add a Bill-to-PO Matching condition for Xero Bill approvals for details.
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