Can Purchase Orders/Bills be amended after approval?
the final approval, Requesters are allowed to amend Purchase Orders and Bills that
were created in ApprovalMax.
Such changes will lead to a restart of the
approval workflow process and all approval decisions made so far will be reset.
Reviewers of Bill Creation, Review and Approval workflow for Xero connected Organisations can amend Bills in the very first step.
After the final approval, once a Purchase Order/Bill has been pushed to the
accounting system, it will not be possible to edit any data in ApprovalMax. Such Bill/Purchase Order can only be amended in the accounting system by a responsible person.
How can I match Bills with their initial Purchase Orders?
The current Bill Approver, Purchase Order Requester, or the Administrator can match Bills and approved Purchase Orders with the same currency and supplier up to that point where the Bill got approved / the Purchase Order was closed - provided the ...
How to copy Xero Purchase Orders to a Bill
ApprovalMax allows Purchase Order Requesters to copy fully approved Purchase Orders to Bills. Please note: the Purchase Order Requester needs to be added also as a Bill Requester in the "Bill creation, review and approval" workflow. This is how it ...
Advanced 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 ...
How can I enable Bill to PO Matching?
This is how you enable the Bill to PO matching feature: Under the main menu select your Organisation and open Approval workflows page under "Workflows and settings" section. Inside, open Bill Creation, Review and Approval workflow. Click on theicon ...
Advanced 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 ...