How can I match a Bill with a Purchase Order after the invoice has been approved/paid?
is only possible up to the point where a Purchase Order gets marked as "Billed" / a Bill is "Approved".
Once this has taken place, you can't go back and match a paid Bill with a Purchase Order.
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 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 ...
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 ...
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 ...
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.