Matching
Will a match get automatically removed if I delete a document in ApprovalMax?
If you request the deletion of a document in ApprovalMax that has previously been matched, the removal of such document will not lead to auto-unmatching. In order to unmatch documents once matching is closed (i.e., the Bill has been approved, the ...
Can I match Purchase Orders to Credit Notes?
The approval of Credit Notes is a separate process (workflow) in ApprovalMax. Currently, we do not support matching Purchase Orders to Credit Notes. However, we are considering to support this in a future implementation. No ETA is currently available ...
Why do I not see the whole list of Purchase Orders when matching with Bills?
ApprovalMax applies a limit to the number of Purchase Orders that are displayed, only the first 100 Purchase Orders are shown. We'd advise you to properly mark Purchase Orders as Billed once they are not needed for matching anymore.
How can I match a Bill with a Purchase Order after the invoice has been approved/paid?
Unfortunately, matching is only possible up to the point where a Purchase Order gets marked as "Billed" / a Bill is "Approved". Once this has taken place, you can't go back and match a paid Bill with a Purchase Order.
How can I match Bills with their initial Purchase Orders?
The current Bill Approver, Purchase Order Requester, or the Administrator can match Bills and approved Purchase Orders with the same currency and supplier up to that point where the Bill got approved / the Purchase Order was closed - provided the ...
How to handle cases when Bill is different from PO
Sometimes the Purchase Orders and the actual Bills do not match. However, there are several solutions you can use to fix this issue: Ignore the fact that the PO and the Bill are different. You still have an option to Reject or Approve the Bill within ...
What is Bill to PO Matching?
ApprovalMax enables Approvers to manually match incoming Bills with the initial Purchase Orders before making their approval decision. This allows for much more control and accuracy at this stage of the approval process. Limitations for approvals can ...
How is Bill to PO Matching reflected in reporting?
In the reports, ApprovalMax includes all relevant Bill to PO Matching data and presents the information on which Bills and Purchase Orders were matched. Users are also able to view the Purchase Order Balance. The PO Balance report shows the remaining ...
Advanced settings for Bill to PO Matching
Firstly, the Administrator needs to make sure that ‘PO Matching’ feature is enabled in the Bill approval workflow settings. To do so they need to go to Bill review and approval workflow under "Approval workflows" and click on the gear menu. Here is ...
Which Purchase Orders are available for matching?
Purchase Orders (PO) can only be matched to Bills if: PO and Bill have the same Supplier and Currency PO is not marked as "Billed". Billed status can be revised. PO date does not exceed the Bill date (if the "No, do not allow matching Bills with ...
Up to which point in the workflow can Bill to PO matching be done?
The Bill to PO matching can be done up to the point where the: Bill is approved Purchase Order* is marked as billed * – only approved Purchase Orders originated both in Xero and ApprovalMax can be matched with Bills.
Who is allowed to match Bills to POs?
The Bill to PO Matching feature is available to these persons: Current Bill Approver Purchase Order Requester The Organisation's Administrator
How can I enable Bill to PO Matching?
This is how you enable the Bill to PO matching feature: Under the main menu select your Organisation and open Approval workflows page under "Workflows and settings" section. Inside, open Bill Creation, Review and Approval workflow. Click on theicon ...