Bill-to-PO Matching: Is it possible to match line items? (Xero)

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• 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 the current Bill approver, Bill Requester and Organisation's Administrator.

• 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's 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 ...

• Bill-to-PO Matching: Can I restrict users who can match Bills to POs to Administrators only?

  At the moment, it is not possible to restrict the ability to match Bills to purchase orders (POs) to administrators only. The matching feature in ApprovalMax is available to the following roles: Current Bill Approver Bill Requester The Organisation ...

• 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: 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 open "Approval workflows" page under "Workflows and settings" section. Click on the ...