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 approval process.

​Important note: Purchase Order Requesters will not be added as Bill Approvers – irrespective of the settings – if the Bill-to-PO Matching is performed during the Review step.

This is how you set up the workflow

Select your Organisation in the main menu and open Approval workflows under Workflows and settings:

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 prevent that Purchase Order Requesters are added as Bill Approvers by selecting "No" in the above setting. However, it's also 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 only be added automatically, or as a list, if the approval condition in the Bill workflow step is set to "All".

• Related Articles

• 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 ...

• 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: 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: 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

• 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 ...