How to set up a report to check both the Bill-to-PO matching and Purchase Order balance
How to set up a report to check both the Bill-to-PO matching and Purchase Order balance
In ApprovalMax, you can create reports showing all requests awaiting approval by a particular person. This is how you create such a report:
On the Reports page, start creating a new report by clicking on the "NEW REPORT" button:
In the first screen, tick the checkbox next to Purchase Order and click on NEXT:
In the next screen, specify the filters and click on NEXT: Matched Bills:Matched
In the following screen, activate the checkboxes next to Matched Bills and Purchase Order Balance. Also, you are free to select any columns you want to be visible:
When ready, click on NEXT.
In the final screen, name your report and click on CREATE:
You'll now see all Purchase Orders that have been matched to Bills as well as the Purchase Order balance (Purchase Order amount minus the amounts of all open and approved Bills matched to it):
Such reports can be scheduled, printed or downloaded as a .csv file.
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 open "Approval workflows" page under "Workflows and settings" section. Click on the ...
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 ...
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 ...
ApprovalMax supports the automatic marking of a Purchase Order as Billed on the approval of the last Bill matched to that Purchase Order - if the following conditions are met: All Bills matched to this Purchase Order have been pushed to Xero and ...
Select your Organisation in the main menu and open "Approval workflows" page under "Workflows and settings" section. Click on the Bill workflow. Click on the gear icon and scroll down. The default setting for all Organisations is GROSS. Finally, ...