At the moment, it is not possible to restrict the ability to match Bills to purchase orders (POs) to administrators only. The matching feature in ApprovalMax is available to the following roles: Current Bill Approver Bill Requester The Organisation ...
The current Bill Approver/Requester or an Organisation's Administrator/Owner can match Bills to approved and not closed Purchase Orders with the same Product/Service or Category and Vendor up to the final approval of the Bill. An Organisation's ...
As Administrator, you can restrict the approval of Bills not fully allocated to PO(s). 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 ...
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 ...
Yes, ApprovalMax will show a Paid stamp on the Bills - if they are paid in QuickBooks Online and the option "Pull from connected Organisation" has been turned on for Bills and in reports (for Bills with the Paid status):