Does ApprovalMax support the automated marking of Purchase Orders as "Billed"?
Currently, it is not possible to have Purchase Orders marked as "Billed"
automatically. It is for the responsible person to decide if they want to mark a Purchase Order as "Billed".
However, we do have plans to add the automated marking as "Billed" for Purchase Orders and Bills that have the exact same amount. Unfortunately though, we cannot commit to a time frame right now.
Matching V2: Auto-marking Purchase Orders as "Billed"
ApprovalMax supports the automatic marking of a Purchase Order as "Billed" on the approval of the last Bill matched to that Purchase Order - if the following conditions are met: All Bills matched to this Purchase Order have been pushed to Xero and ...
Xero Bill life cycle
Bill creation There are several ways of creating Bills in ApprovalMax, please follow this link for details: How you can create Bills in ApprovalMax. Bill-to-PO matching The current Bill Approvers, Purchase Order Requesters and Administrators of an ...
Xero Purchase Order life cycle
Purchase Order creation There are two ways of creating Purchase Orders for authorisation in ApprovalMax; they can either be created directly in ApprovalMax or get pulled from Xero. Purchase Order approval When you submit a Purchase Order for ...
Matching V2: Up to which point in the workflow can Bill-to-PO Matching 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's Administrator has the authority to match/edit a matching when the Bill has been approved. ** Only ...
Matching V2: 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 ...