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 Requesters to a Bill
Below is a description of how to set up the workflow:
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.
To allow Bill Approvers to add Purchase Order Requesters as a Bill Approver, select "Yes, display a list of Requesters to be added":
Please note: you can restrict the adding of Purchase Order Requesters as Bill Approvers by selecting "No" in the above setting. Alternatively, it's possible to add Purchase Order Requesters as Bill Approvers automatically during the matching - by activating the option "Yes, automatically add all of the Requesters (if applicable)". Important 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".