When a Bill is matched with a Purchase Order, you can open and interact with the linked document directly in a split view panel.
How to open a linked request in split view
Open a matched Bill or Purchase Order in ApprovalMax.
Go to the Bill-to-PO Matching section and click on the linked document:
The linked request opens in a panel alongside your current request:
Who can use this feature?
Requesters, Approvers, Reviewers, Managers, Auditors or Watchers can open the linked request in split view. The actions available to you will depend on your role and workflow permissions for that specific request.
What can you do in split view?
Split view gives you most of the same options as the full request page. Depending on your role, you can:
Approve or Reject the Bill
Add comments, mention users, or attach files
View or add Watchers
Update Goods Received Note status on the Purchase Order
Mark a Purchase Order as billed
Review the approval workflow, line items, attachments, and audit trail
Please note: Any action you take refreshes both panels automatically, so everything stays in sync.
Opening a linked request in a new tab
If you prefer to view the request in full screen, you can also open the linked request in its own browser tab.
Simply click on the Open in new tab icon next to the request name: