How can I match Bills with their initial Purchase Orders?
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 Organisation's Administrator has
enabled the Bill
to PO Matching feature.
This is how
you match a Bill to the corresponding Purchase Order:
- Click on the button
- Select the matching pattern: either match
multiple Bills to one Purchase Order, or one Bill to multiple Purchase
Please note: we do not support a many-to-many matching pattern. This means, if a
Bill was already matched to a Purchase Order using the matching pattern One Bill to many Purchase Orders, you will not
be able to match the same Purchase Order to yet another Bill.
- Select which Purchase Orders are to be matched with a Bill. You can open the respective Purchase Order to see more details by clicking on "Open".
- When you're ready, click on "DONE".
- The Bill Approver will be offered to add the Purchase
Order Requester as an Approver for the Bill:
- All matching information is shown in the Bill:
- If necessary, the Bill Approver can change the
matching to fix an error by clicking on the button.
The Bill Approver can also either remove the matching (untick the
checkbox) or select a new Purchase Order to match with.
Please note: a match can be changed right until the Bill has been approved / the Purchase Order is marked
as "Billed" (the "Billed" status can be revised in ApprovalMax).
What is Bill to PO Matching?
ApprovalMax enables Approvers to manually match incoming Bills with the initial Purchase Orders before making their approval decision. This allows for much more control and accuracy at this stage of the approval process. Limitations for approvals can ...
Who is allowed to match Bills to POs?
The Bill to PO Matching feature is available to these persons: Current Bill Approver Purchase Order Requester The Organisation's Administrator
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 ...
How can I enable Bill to PO Matching?
This is how you enable the Bill to PO matching feature: Go to Approval workflows > Bill Review and Approval workflow. Click on theicon and enable PO Matching. Now, you will see matching blocks for both Bills and Purchase Orders. Learn how to match ...
Why do I not see the whole list of Purchase Orders when matching with Bills?
ApprovalMax applies a limit to the number of Purchase Orders that are displayed, only the first 100 Purchase Orders are shown. We'd advise you to properly mark Purchase Orders as Billed once they are not needed for matching anymore.