QuickBooks Online Matching: Can I use Bill-to-PO Matching as a condition in workflows?

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• Bill-to-PO Matching: Can I use Bill-to-PO Matching as a condition in workflows? (Xero)

  Currently, it is impossible to use Bill-to-PO Matching as conditions in approval workflows.

• Bill-to-PO Matching: How can I enable Bill-to-PO Matching?

  This is how you enable the Bill-to-PO matching feature: Go to Workflows and settings > Approval workflows > Bill Creation, Review and Approval workflow: Click on theicon, scroll down and enable Purchase Order Matching: Now, you will see matching ...

• 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. To do so, navigate in the main menu to Approval Workflows under Workflows And Settings: Open the Bill workflow: Here, click on the ...

• 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 ...

• Bill-to-PO Matching: How to set up Matching with gross or net amounts

  To set up Matching with gross or net amounts, go to the main menu and select your Organisation. Under Workflows and Settings, open Approval Workflows: Open the Bill Creation, Review and Approval workflow and click on the gear icon in the upper ...