Bill-to-PO Matching: How can I restrict the approval of not fully matched Bills?
As Administrator, you can restrict the approval of Bills not fully allocated to PO(s).
- Select your Organisation in the main menu and open "Approval workflows" page under "Workflows and settings" section.
- Click on the Bill workflow.
- Click on the gear icon
and scroll down.
Depending on the business case, follow the settings: - All Bills in your Organisation must be matched and all Bills must be fully allocated:
- All Bills in your Organisation must be matched and Bills up to XX USD can be not fully allocated (the allocation is not checked):
- All Bills in your Organisation must be matched and 5 % of the Bill amount can be not allocated:
- Bills up to XX USD can be approved without matching:
The settings for “Can a Bill be approved if its Allocated amount is less than its total amount (considering the net/gross setting)?” remains the same as above depending on your case.
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