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.
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.
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 ...
How can I enable Bill to PO Matching?
This is how you enable the Bill to PO matching feature: Go to Approval workflows > Bill Review and Approval workflow. Click on theicon and enable PO Matching. Now, you will see matching blocks for both Bills and Purchase Orders. Learn how to match ...
How to copy QuickBooks Online PO 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 and Approval" workflow. This is how it works: ...
Start creating and approving purchase orders and bills
Bill and PO creation guide. Approver’s guide.