Bill-to-PO Matching: How can I enable Bill-to-PO Matching?

This is how you enable the Bill-to-PO matching feature:

​

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 icon , scroll down to the Purchase Order Matching section and enable Purchase Order Matching:

Now, you will see matching blocks for your Bills.

Learn how to match Bills and Purchase Orders.

• Related Articles

• 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 ...

• Bill-to-PO Matching: 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 ...

• 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 ...

• 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: Can I use Bill-to-PO Matching as a condition in workflows? (Xero)

  Currently, it is impossible to use Bill-to-PO Matching as conditions in approval workflows.