Bill-to-PO Matching: is it possible to match Line Items? (Xero)
Unfortunately, the Xero API doesn’t provide this option. That’s why we use allocations instead of matching Line Items.
Related Articles
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
Bill-to-PO Matching: can I match Bills to Purchase Orders in the mobile app?
Yes, this is perfectly possible. The current Bill Approvers and the Organisation Administrators can easily match Bills to Purchase Orders in our mobile app. Simply click on the MATCH button in the Bill: Next, select the Purchase Orders for matching ...
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: 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 ...
Xero: allow only Admins to match Bills to Purchase Orders
At the moment, it is not possible to restrict the ability to match Bills and Purchase Orders to Administrators only. The matching feature in ApprovalMax is available to the following roles: Current Bill Approver Bill Requester The Organisation ...