How to handle cases when Bill is different from PO
Sometimes the Purchase Orders and the actual Bills do not match. However, there are several solutions you can use to fix this issue:
Ignore the fact that the PO and the Bill are different. You still have an option to Reject or Approve the Bill within ApprovalMax.
Cancel the PO and create a new one which will match the Bill you have received.
You may also issue a new PO for the price difference in ApprovalMax.
How to copy QuickBooks Online PO to a Bill?
ApprovalMax allows Purchase Order Requesters to copy fully approved Purchase Orders to Bills. Please note: the Purchase Order Requester needs to be added also as a Bill Requester in the "Bill Creation and Approval" workflow. This is how it works: ...
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 ...
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 ...
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 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 ...