Bill-to-PO Matching: matching with gross or net amounts

Select your Organisation in the main menu and open Approval workflows page under Workflows and settings:

Click on the Bill workflow:

Click on the Gear icon and scroll down. The default setting for all Organisations is GROSS.

Finally, click on SAVE to apply your changes.

The remaining balances are calculated depending on whether the setting is currently set to gross or net:

1. Net Matching: the remaining balance is the difference between the net amount and the sum of all allocations
   
2. Gross Matching: the remaining balance is the difference between the gross amount and the sum of all allocations
   

Please note: Switching between gross/net is limited and available only once in 24 hours. 

When the setting changes, all remaining balances are recalculated from gross to net or from net to gross.

This may affect the following:

1. Auto-marking Purchase Orders as Billed (it won’t be triggered because of the change in Purchase Order amounts)
   
2. Remaining balances could become negative because of the change from gross to net amounts and, as a result, Bills won't get approved if there is a setting in the Bill Approval workflow which restricts the approval of Bills if the remaining balance of any matched Purchase Order is below zero:
   
   
   

• Related Articles

• Advanced settings for Bill-to-Purchase Order Matching

  Firstly, the Administrator must ensure that Purchase Order Matching is enabled in the Bill approval workflow settings: Select your Organisation in the main menu and go to Approval workflows under Workflows and settings: Open the Bill workflow: Click ...

• Bill-to-PO Matching: Migration process from old Matching to new Matching

  The previous version of Matching functionality will no longer be supported starting from 1 April 2023. This means that all Organisations should migrate to the new data format to continue using the Bill-to-PO Matching feature. If your Organisation’s ...

• Bill-to-PO Matching: How can I match Bills and their initial Purchase Orders?

  The current Bill Approver or an Organisation's Administrator can match Bills to approved Purchase Orders with the same currency and supplier up to the point where the Bill gets approved* / the Purchase Order is closed - provided the Administrator has ...

• Bill-to-PO Matching: What is Bill-to-PO Matching?

  ApprovalMax enables Approvers to manually match incoming Bills to the initial Purchase Orders before making their approval decision. This allows for much more control and accuracy at this stage of the approval process. Approvals can be restricted to ...

• Bill-to-PO Matching: Can I match a Bill from PO?

  No, you can match Bill with PO only from a Bill. Matching is available for: Current Bill Approver Bill Requester Bill Reviewer Organisation Administrator Purchase Order Requester if they were added by an Approver during the Matching procedure