Bill-to-PO Matching: how to add a Purchase Order Requester as a Bill Approver

Organisation Administrators can decide whether they want to allow Bill Approvers to add Purchase Order Requesters as Bill Approvers during the Bill-to-PO Matching, either automatically or manually, or if they don't want to allow adding Purchase Order Requesters to a Bill approval process. 

This can be done via a special setting in the Bill approval workflow.

Please note: Purchase Order Requesters will be added automatically or as a list only if the approval condition in the Bill workflow step is set to "All".

Below is a description of how to manually add a Purchase Order Requester as a Bill Approver:

1. As a Bill Approver, click on the MATCH WITH PO button:
   
   
   
2. Tick the checkbox next to the Purchase Order(s) you want to match a Bill with, set the allocated amount and click on SAVE:
   
   
   
3. The Requesters of the matched Purchase Orders can be suggested for getting added as Bill Approver(s)*. (*This depends on the setting in the Bill workflow)
   The current Bill Approver needs to tick the checkboxes next to those Purchase Order Requesters they want to add as an Approver to the Bill:
   
   
4. As a result, these Purchase Order Requesters will be added as an Approver to the Bill:
   
   

  

Please note: if the matching should be removed later on, the Purchase Order Requester will still remain a Bill Approver.

• Related Articles

• Bill-to-PO Matching: how to allow Bill Approvers to add Purchase Order Requesters as an Approver to a Bill

  Organisation Administrators can decide whether they want to allow Bill Approvers to add Purchase Order Requesters as Bill Approvers during the Bill-to-PO Matching, either automatically or manually, or if they don't want to allow adding Purchase Order ...

• Bill-to-PO Matching: advanced settings for Bill-to-Purchase Order Matching

  Firstly, the Administrator must ensure that Purchase Order Matching is enabled in the Bill Approval workflow settings. Select your Organisation in the main menu and open "Approval workflows" page under "Workflows and settings" section. Click on the ...

• Bill-to-PO 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 ...

• Bill-to-PO 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 PO Requester if they were added by an Approver during matching procedure

• 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.