Advanced Matching
Video: How to match Bills and Purchase Orders in Xero connected organisations
ApprovalMax product walk-through: how to match Bills and Purchase Orders in Xero connected organisations https://youtu.be/lUZt963Qh0s You can also have a look at this article: How can I match Bills and their initial Purchase Orders?
Advanced Matching: support of the "10 cents rule" while auto-marking Purchase Orders as Billed
ApprovalMax supports the 10 cent deviation rule during the auto-marking of Purchase Orders as Billed. What does this mean exactly? ApprovalMax supports the automatic marking of Purchase Order(s) as Billed on the approval of the last Bill matched to ...
Advanced Matching: Can you restrict the users who are allowed to Match a Bill to a Purchase Order to administrators only?
This is not possible at the moment. The Matching is available to: Current Bill Approver The Organisation's Administrator
Advanced Matching: can I use Bill-to-PO Matching as a condition in workflows? (Xero)
No, at the moment, it is not possible to use Bill-to-PO Matching as a conditions in approval workflows.
Advanced Matching: in which plans is Xero Advanced Matching available?
Advanced Matching is available for ApprovalMax Organisations under one of the supported subscription plans: ApprovalMax Trial Organisations connected to Xero (during the free 14-day trial period) ApprovalMax Advanced plan ApprovalMax Premium plan
Advanced Matching: Can I match a Bill from PO?
No, you can match Bill with PO only from a Bill. Matching is available for current Bill approver and Organisation's Administrator.
Advanced Matching: Is it possible to match line items? (Xero)
Unfortunately, Xero API doesn’t provide us with this option. That’s why we use allocations instead of matching line items.
Advanced Matching: How to set up Matching with gross or net amounts
To set up Matching with gross or net amounts, go to the main menu and select your Organisation. Under Workflows and Settings, open Approval Workflows: Open the Bill Creation, Review and Approval workflow and click on the gear icon in the upper ...
Advanced Matching: Can I match Bills to Purchase Orders in the mobile app?
Yes, this is perfectly possible. Both the current Bill Approvers and the Organisation's Administrators can easily match Bills to Purchase Orders in our mobile app. Simply click on the "MATCH" button in the Bill: Next, select the Purchase Orders for ...
Advanced Matching: 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 ...
Advanced Matching: advanced settings for Bill-to-PO Matching
Firstly, the Administrator needs to ensure that Purchase Order Matching is enabled in the Bill Approval workflow settings. To do so, go to the Bill Creation, Review and Approval workflow under Approval Workflows and click on the gear icon: Then, ...
Advanced Matching: 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 ...
Advanced Matching: 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.
Advanced Matching: How to handle cases where the Bill is different from the Purchase Order
Sometimes Purchase Orders and the subsequent Bills do not match. However, there are several solutions you can use to fix this issue: Allocate the amount only partially. Ignore the fact that Purchase Order and Bill are different. You still have the ...
Advanced Matching: 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* The Purchase Order** is marked as "Billed"* Only an Organisation's Administrator has the authority to match/edit a matching when the Bill has been approved. ** Only ...
Advanced Matching: How is Bill-to-PO Matching reflected in reporting?
In reports, ApprovalMax includes all relevant Bill-to-PO Matching data and presents the information about which Bills and Purchase Orders were matched. Administrators and Auditors are able to view the balances of Purchase Orders and Bills, the sum of ...
Advanced Matching: What is Bill-to-PO Matching?
ApprovalMax enables Approvers to manually match incoming Bills to the initial Purchase Orders before making their approval decision. This allows for much more control and accuracy at this stage of the approval process. Approvals can be restricted ...
Advanced Matching: Who is allowed to match Bills and Purchase Orders?
The Bill-to-PO Matching feature is available to: Current Bill Approver Bill Requester The Organisation's Administrator
Advanced Matching: How can I match Bills and their initial Purchase Orders?
The current Bill Approver or an Organisation's Administrator can match Bills to approved Purchase Orders with the same currency and supplier up to the point where the Bill gets approved* / the Purchase Order is closed - provided the Administrator has ...
Advanced Matching: What is the remaining balance and when is it recalculated?
During matching, the remaining balances of Purchase Orders and Bills are calculated and can be stated in reports. The remaining balance of Purchase Orders is the difference between the Purchase Order amount and the allocated amounts of all matchings ...
Advanced Matching: What happens if a Bill amount gets reduced?
If a Bill was matched to a Purchase Order and then the Bill amount gets reduced, there will be a short notification “Check your matching allocations“ for Bills created in ApprovalMax. In the audit trail will be noted that the request has been updated ...
Advanced Matching: When does a matching get automatically removed?
A matching gets automatically removed if: A Bill is voided / deleted / rejected (the resolution becomes "Cancelled" OR the resolution becomes "Rejected") A Purchase Order is cancelled / deleted (the resolution becomes "Cancelled") The supplier is not ...
Advanced Matching: How can I match a Bill to a Purchase Order after the invoice has been approved or paid?
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, only an Administrator has the authority to unmatch/change the matching. (*) The marking as "Billed" can ...
Advanced Matching: Which matching events are stated in the audit trail?
The following matching events are mentioned in the audit trial: Added matching (who, when, matched requests, allocated amount) Removed matching (who, when, unmatched requests, allocated amount) Auto-unmatching (when, unmatched requests, allocated ...
Advanced Matching: Auto-marking Purchase Orders as Billed
ApprovalMax supports the automatic marking of a Purchase Order as Billed on the approval of the last Bill matched to that Purchase Order - if the following conditions are met: All Bills matched to this Purchase Order have been pushed to Xero and ...
Advanced Matching: How can I enable the new Advanced Bill-to-PO Matching?
This is how you enable the Bill-to-PO matching feature: Go to Workflows and settings > Approval workflows > Bill Creation, Review and Approval workflow: r Click on theicon, scroll down and enable Purchase Order Matching: Now, you will see matching ...
Advanced Matching: Migration process from Matching to Advanced Matching
If you already have matched Bills to Purchase Orders, you can migrate your data once the new matching feature has been turned on for your Organisation: Go to the "Organisation" page under the main menu (if you use the new menu, select your ...