Bill-to-PO Matching: How is Bill-to-PO Matching reflected in reporting?
In reports, ApprovalMax includes all relevant Bill-to-PO Matching data and presents the information about which Bills and Purchase Orders were matched.
Administrators and Auditors can view the balances of Purchase Orders and Bills, the sum of all allocations and links to the matched requests.
The Purchase Order balance report shows the remaining amount for each Purchase Order, with the balance being calculated as follows:
Purchase Order amount minus the allocated amount of all open and approved Bills matched to it.
The Bill balance report shows the remaining amount for each Bill, with the balance being calculated as follows:
Bill amount minus the allocated amount of all approved Purchase Orders matched to it.
Learn more about how to set up such reports.
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