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 ...
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 ...
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 ...
The Bill-to-PO Matching can be done up to the point where: The Bill is approved* The Purchase Order** is marked as "Billed"* Only an Organisation's Administrator has the authority to match/edit a matching when the Bill has been approved. ** Only ...
This is how you enable the Bill-to-PO matching feature: 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 , scroll down to the ...