How can I mark a Purchase Order as Billed?

When a Purchase Order has been fully approved / matched with a Bill, it can be marked as Billed in ApprovalMax and the status "Billed" will be synced to Xero.
To mark a Purchase Order as Billed, click on the  button:

Optionally, you can provide a comment:

This status can be reversed, if needed.

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• 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 ...

• 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 ...

• 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 Purchase Order* is marked as billed * – only approved Purchase Orders originated both in Xero and ApprovalMax can be matched with Bills.

• Does ApprovalMax support the automated marking of Purchase Orders as "Billed"?

  Currently, it is possible to have Purchase Orders marked as "Billed" automatically in Advanced matching.

• How can I match Bills with their initial Purchase Orders?

  The current Bill Approver, Purchase Order Requester, or the Administrator can match Bills and approved Purchase Orders with the same currency and supplier up to that point where the Bill got approved / the Purchase Order was closed - provided the ...