How is Bill to PO Matching reflected in reporting?

How is Bill to PO Matching reflected in reporting?

In the reports, ApprovalMax includes all relevant Bill to PO Matching data and presents the information on which Bills and Purchase Orders were matched.

Users are also able to view the Purchase Order Balance. The PO Balance report shows the remaining amount for each Purchase Order, with the balance being calculated as follows:

Purchase Order amount minus the amount of all open and approved Bills matched to it.

However, this is only the case if you select the "Multiple Bills – One PO" pattern when you’re doing the matching. If you select "One Bill – Multiple POs", the Purchase Order Balance cannot be calculated, and will therefore not be shown in the report.

Learn more how to set up such report.

    • Related Articles

    • 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 ...
    • 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 ...
    • Advanced settings for Bill to PO Matching

      Firstly, the Administrator needs to make sure that ‘PO Matching’ feature is enabled in the Bill approval workflow settings. To do so they need to go to Bill review and approval workflow under "Approval workflows" and click on the gear menu. Here is ...
    • How can I match a Bill with a Purchase Order after the invoice has been approved/paid?

      Unfortunately, matching 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 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 ...