Can Bill-to-PO Matching be used as a workflow condition? (Xero)

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• Can QuickBooks Online Bill-to-PO Matching be used as a workflow condition?

  No, at the moment, it is not possible to use Bill-to-PO Matching as a condition 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: 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 , scroll down to the ...

• Bill-to-PO Matching: What is Bill-to-PO Matching?

  ApprovalMax enables Approvers to manually match incoming Bills to the initial Purchase Orders before making their approval decision. This allows for much more control and accuracy at this stage of the approval process. Approvals can be restricted to ...

• Bill-to-PO Matching: restrict the approval of unmatched Bill

  As Administrator, you can restrict the approval of Bills not fully allocated to PO(s). Find your Organisation in the main menu and go to Approval workflows under Workflows and settings. Click on the Bill workflow. Click on the Gear icon and open ...

• Bill-to-PO Matching: up to which point in the workflow Bill-to-PO Matching can 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 Administrator has the authority to match or edit a matching when the Bill has been approved. ** Only ...