The following matching events are mentioned in the audit trial: ∙ The Bills line was matched: date and time, user, PO lines details (including the Product/Service or Category and line amount) ∙ The Bills line was unmatched: date and time, user, PO ...
The current Bill Approver/Requester or an Organisation's Administrator/Owner can match Bills to approved Purchase Orders with the same Product/Service or Category and Vendor up to the final approval of the Bill. An Organisation's Administrator has ...
The matching feature is available under the Beta key now. If you want to give it a try, please contact contact support. This is how you can update the settings for the Bill-to-PO matching: ∙ Go to Workflows and settings > Approval workflows > Bill ...
By default the "Purchase Order Matching" in the Bill Creation and Approval workflow settings is enabled. To check this setting, go to the "Approval workflows", select the "Bill Creation and Approval workflow" and click on the gear menu, then check ...
A matching gets automatically removed if: The Bill is deleted / rejected The Purchase Order is cancelled / deleted PO was deleted in the QuickBooks Online – upon the final approval the Bill will be created without the matching data The Vendor has ...
Purchase Orders (POs) can only be matched to Bills if: PO and Bill have the same Vendor (which determines the Currency of both requests) PO is approved, Bill is not approved/cancelled/draft PO date does not exceed the Bill date (retrospective POs ...
ApprovalMax enables Requesters and Approvers to manually match Bills submitted on approval with the approved Purchase Orders before making their approval decision. This allows for much more control and accuracy at this stage of the approval process. ...
On 22 September, ApprovalMax will activate the new in-product navigation for all users. The old navigation will be switched off with no option to access it. Benefits of the new navigation: You can easily switch between Organisations using a drop-down ...
There are two types of roles in ApprovalMax: Organisation-based roles and Request-based roles. A user in ApprovalMax can have one Organisation-based role and at the same time be assigned to several Request-based roles. In this case, the authorities ...
Within the trial or subscription period feel free to contact us and our Customer Support team will be happy to help you. When signing up for an ApprovalMax subscription, you automatically get access to our Standard Support service. Approved Partner ...
The new significantly improved version of our feature to enable checking Bills and Purchase Orders against the budgets that got pulled from Xero is already available as part of the Advanced/Premium features trial. Please note: we will discontinue the ...
Yes. You can now create bills in ApprovalMax, route them through a multi-step approval workflow and then push them to QuickBooks Online on approval completion.