Bill-to-PO Matching: How can I enable Bill-to-PO Matching?
This is how you enable the Bill-to-PO matching feature:
- Go to Workflows and settings > Approval workflows > Bill Creation, Review and Approval workflow:
- Click on the
icon, scroll down and enable Purchase Order Matching:
Now, you will see matching blocks for your Bills.
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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: 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?
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