How can I close an approved PO to prevent matching? (QuickBooks Online)

If you don't use your approved PO any more and want to prevent matching Bills to it, you can close PO in ApprovalMax.

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• How can I close approved PO to prevent matching?

  If you don't use your approved PO any more and want to prevent matching Bills to it, you can mark PO as Billed in ApprovalMax or delete such PO in Xero, it will be marked as "Cancelled" in ApprovalMax.

• Bill-to-PO 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 to ...

• QuickBooks Online Matching: Can I use Bill-to-PO Matching as a condition in workflows?

  No, at the moment, it is not possible to use Bill-to-PO Matching as a condition in approval workflows.

• Bill-to-PO Matching: Migration process from old Matching to new Matching

  The previous version of Matching functionality will no longer be supported starting from 1 April 2023. This means that all Organisations should migrate to the new data format to continue using the Bill-to-PO Matching feature. If your Organisation’s ...

• Bill-to-PO Matching: How is Bill-to-PO Matching reflected in reporting?

  In reports, ApprovalMax includes all relevant Bill-to-PO Matching data and presents the information about which Bills and Purchase Orders were matched. Administrators and Auditors can view the balances of Purchase Orders and Bills, the sum of all ...