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Matching

Automatically match bills to purchase orders for more accurate approvals.

35 articles
Advanced settings for Bill-to-Purchase Order Matching
Bill-to-PO Matching: auto-marking Purchase Orders as Billed
Bill-to-PO Matching: Can I match a Bill from PO?
Bill-to-PO Matching: add a Purchase Order Requester as a Bill Approver
Bill-to-PO Matching: can I match Bills to Purchase Orders in the mobile app?
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: who is allowed to match Bills and Purchase Orders?
Bill-to-PO Matching: What is Bill-to-PO Matching?
Bill-to-PO Matching: Why do I not see the whole list of Purchase Orders when matching with Bills?
Bill-to-PO Matching: Which Purchase Orders are available for matching?
Bill-to-PO Matching: what is the 10 ct rule for Purchase Orders auto-marked Billed?
Bill-to-PO Matching: How can I enable Bill-to-PO Matching
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: set up adding Purchase Order Requesters as Approvers
Bill-to-PO Matching: restrict the approval of unmatched Bill
Xero: in which plans is Bill-to-PO Matching available?
Can Bill-to-PO Matching be used as a workflow condition? (Xero)
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?
Who is allowed to match Bills to POs?
Bill-to-PO Matching: up to which point in the workflow Bill-to-PO Matching can be done
Which Purchase Orders are available for matching?
One-click Bill-to-PO Matching
How to match Bills and Purchase Orders in ApprovalMax for Xero
How can I prevent that approved Purchase Orders are matched?
How to handle cases when Bill is different from PO