Advanced Matching: Can I use Bill-to-PO Matching as a condition in workflows? (Xero)
No, at the moment, it is not possible to use Bill-to-PO Matching as a conditions in approval workflows.
Advanced Matching: Advanced settings for Bill-to-PO Matching
Firstly, the Administrator needs to ensure that Purchase Order Matching is enabled in the Bill Approval workflow settings. To do so, go to the Bill Creation, Review and Approval workflow under Approval Workflows and click on the gear icon: Then, ...
Advanced Matching: How can I enable the new Advanced 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: r Click on theicon, scroll down and enable Purchase Order Matching: Now, you will see matching ...
Advanced Matching: Migration process from Matching to Advanced Matching
If you already have matched Bills to Purchase Orders, you can migrate your data once the new matching feature has been turned on for your Organisation: Go to the "Organisation" page under the main menu (if you use the new menu, select your ...
Advanced Matching: Up to which point in the workflow can Bill-to-PO Matching be done?
The Bill-to-PO Matching can be done up to the point where: The Bill is approved* The Purchase Order** is marked as "Billed"* Only an Organisation's Administrator has the authority to match/edit a matching when the Bill has been approved. ** Only ...
QuickBooks Online Matching: Can I use Bill-to-PO Matching as a condition in workflows?
No, at the moment, it is not possible to use Bill-to-PO Matching as a condition in approval workflows.