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: 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: 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: 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.