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Bill-to-PO Matching: restrict the approval of unmatched Bill

Updated over 2 months ago

Administrators can restrict the approval of Bills that are not fully allocated to Purchase Orders.

  • Find your Organisation in the main menu and go to Approval workflows under Workflows and settings:



  • Open the Bill workflow:



  • Click on the Gear iconand open the Matching section. Depending on the business case, follow these settings:

  • All Bills in your Organisation must be matched and all Bills must be fully allocated:


    • All Bills in your Organisation must be matched and Bills up to XX AUD can remain not fully allocated (the allocation is not checked):


    • All Bills in your Organisation must be matched and 5 % of the Bill amount can remain not allocated:


    • Bills up to XX AUD can be approved without matching:


      The settings for “Can a Bill be approved if its allocated amount is less than its total amount (considering the net/gross setting)?” is the same as above depending on your case.


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