Matching
Automatically match bills to purchase orders for more accurate approvals.
37 articles
- Bill-to-PO Matching: What is Bill-to-PO Matching?
- How to match Bills and Purchase Orders in ApprovalMax for Xero
- One-click Bill-to-PO Matching
- Bill-to-PO Matching: How can I enable Bill-to-PO Matching
- Advanced settings for Bill-to-Purchase Order Matching
- Bill-to-PO Matching: Who is allowed to match Bills and Purchase Orders?
- Can Bill-to-PO Matching be used as a workflow condition? (Xero)
- How to add a Bill-to-PO Matching condition for Xero Bill approvals
- Bill-to-PO Matching: Which Purchase Orders are available for matching?
- How to view a matched Purchase Order from a Bill
- How to work with matched Bills and Purchase Orders in split view
- Which Purchase Orders are available for matching?
- Bill-to-PO Matching: Can I match a Bill from PO?
- Bill-to-PO Matching: Set up adding Purchase Order Requesters as Approvers
- Bill-to-PO Matching: Can I match Bills to Purchase Orders in the mobile app?
- Bill-to-PO Matching: Auto-marking Purchase Orders as Billed
- Bill-to-PO Matching: When is a matching automatically removed?
- Bill-to-PO Matching: What happens if a Bill amount gets reduced
- Bill-to-PO Matching: What is the remaining balance and when is it recalculated?
- Bill-to-PO Matching: Why do I not see the whole list of Purchase Orders when matching with Bills?
- Bill-to-PO Matching: what is the 10 ct rule for Purchase Orders auto-marked Billed?
- Bill-to-PO Matching: matching events in the audit trail
- Bill-to-PO Matching: how can I match a Bill to a Purchase Order after the invoice has been approved or paid?
- Bill-to-PO Matching: how to handle cases where the Bill is different from the Purchase Order
- Bill-to-PO Matching: can I match Purchase Orders to Credit Notes?
- Bill-to-PO Matching: matching with gross or net amounts
- Bill-to-PO Matching: is it possible to match Line Items? (Xero)
- Bill-to-PO Matching: restrict the approval of unmatched Bill
- Xero: in which plans is Bill-to-PO Matching available?
- What is happening with the Matching feature?
- Will a match get automatically removed if I delete a document in ApprovalMax?
- Can I restrict who is allowed to match Xero Bills and Purchase Orders to Administrators only?
- How can I match a Bill with a Purchase Order after the invoice has been approved/paid?
- Bill-to-PO Matching: up to which point in the workflow Bill-to-PO Matching can be done
- How can I prevent that approved Purchase Orders are matched?
- How to handle cases when Bill is different from PO
- How can I match a Bill to a Purchase Order in ApprovalMax when supplier information differs?