Can we have the request number when submitting it for approval?
Currently it works this way:
ApprovalMax does not allocate the next Purchase Order/Bill number as QuickBooks Online does this for us to ensure that the numbers don't get duplicated.
Please note: this is only the case if the "Custom No" option has been switched off in QuickBooks Online.
If this option has been activated, then QuickBooks Online does not assign any numbers to ApprovalMax Purchase Orders/Bills and the respective fields are left blank.
Matching V2: How can I enable the new Bill-to-PO Matching v2?
If you've previously used Bill-to-PO matching, then request a Beta and proceed with the migration. If you haven't used matching before and you’d be interested in giving the new many-to-many matching a try, please contact us. After the Beta version ...
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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: ...
Matching V2: Advanced settings for Bill-to-PO Matching
Firstly, the Administrator needs to ensure that "Purchase Order Matching" in the Bill approval workflow settings is enabled. To do so, go to the Bill Creation, Review and Approval workflow under "Approval workflows" and click on the gear menu. Then ...
Matching V2: What happens if a Bill amount gets reduced?
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