QuickBooks Online matching: Advanced settings for Bill-to-PO Matching
By default the "Purchase Order Matching" in the Bill Creation and Approval workflow settings is enabled.
To check this setting, go to the "Approval workflows", select the "Bill Creation and Approval workflow" and click on the gear menu, then check that the option "Allow users to match Bills to Purchase Orders" is ticked.
Next, decide on the advanced setting:
Can a Bill get approved if not all line items are matched?
This setting regulates whether or not Bills can be approved if not all or at least one line is matched to their corresponding Purchase Order(s).
Matching V2: Advanced settings for Bill-to-PO Matching
Firstly, the Administrator needs to ensure that "Purchase Order Matching" in the Bill approval workflow settings is enabled. To do so, go to the Bill Creation, Review and Approval workflow under "Approval workflows" and click on the gear menu. Then ...
Advanced settings for Bill to PO Matching
Firstly, the Administrator needs to make sure that ‘PO Matching’ feature is enabled in the Bill approval workflow settings. To do so they need to go to Bill review and approval workflow under "Approval workflows" and click on the gear menu. Here is ...
Matching V2: How can I enable the new Bill-to-PO Matching v2?
If you've previously used Bill-to-PO matching, then request a Beta and proceed with the migration. If you haven't used matching before and you’d be interested in giving the new many-to-many matching a try, please contact us. After the Beta version ...
Matching V2: 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 ...
Matching V2: Up to which point in the workflow can Bill-to-PO Matching be done?
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 ...