Xero: in which plans is the Bill-to-PO Matching available?

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• Bill-to-PO Matching: Migration process from old Matching to new Matching

  The previous version of Matching functionality will no longer be supported starting from 1 April 2023. This means that all Organisations should migrate to the new data format to continue using the Bill-to-PO Matching feature. If your Organisation’s ...

• Bill-to-PO Matching: who is allowed to match Bills and Purchase Orders?

  The Bill-to-PO Matching feature is available to: Current Bill Approvers Bill Requesters Bill Reviewers Organisation Administrators Purchase Order Requesters - if they were added by an Approver during the Matching procedure Important note: Purchase ...

• Bill-to-PO 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 to ...

• Bill-to-PO Matching: matching events in the audit trail

  The following matching events are recorded in the audit trial: Added matchings (who, when, matched requests, allocated amount) Removed matchings (who, when, unmatched requests, allocated amount) Auto-unmatching (when, unmatched requests, allocated ...

• Bill-to-PO 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 Bill Requester Bill Reviewer Organisation Administrator Purchase Order Requester if they were added by an Approver during the Matching procedure