Bill-to-PO Matching: In which plans is Xero 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 ...

• Which subscription plan is the right one for me?

  Each ApprovalMax product (ApprovalMax for Xero and ApprovalMax for QuickBooks Online) has three plans (Standard, Advanced, Premium) that differ regarding the available features. The best option depends on your needs. If you want to use only the ...

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

  The Bill-to-PO Matching feature is available to the: Current Bill Approver Bill Requester Bill Reviewer Organisation Administrator Purchase Order Requester if they were added by an Approver during the Matching procedure Important note: Purchase Order ...

• 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: Can I match a Bill from PO?

  No, you can match Bill with PO only from a Bill. Matching is available for the current Bill approver, Bill Requester and Organisation's Administrator.