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):
Please note: this is only the case if you select the "Multiple Bills – One PO" pattern when you’re matching. If you select "One Bill – Multiple POs", the Purchase Order balance cannot be calculated and will therefore not show in the report.
Such reports can be scheduled, printed or downloaded as a .csv file.
Advanced Matching: Advanced settings for Bill-to-PO Matching
Firstly, the Administrator needs to ensure that Purchase Order Matching is enabled in the Bill Approval workflow settings. To do so, go to the Bill Creation, Review and Approval workflow under Approval Workflows and click on the gear icon: Then, ...
Advanced 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 are able to view the balances of Purchase Orders and Bills, the sum of ...
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 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 ...
Advanced Matching: How can I enable the new Advanced Bill-to-PO Matching?
This is how you enable the Bill-to-PO matching feature: Go to Workflows and settings > Approval workflows > Bill Creation, Review and Approval workflow: r Click on theicon, scroll down and enable Purchase Order Matching: Now, you will see matching ...