QuickBooks Online matching: 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.
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 ...
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 Purchase Order* is marked as billed * – only approved Purchase Orders originated both in Xero and ApprovalMax can be matched with Bills.
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: 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 ...
How to copy QuickBooks Online PO to a Bill?
ApprovalMax allows Purchase Order Requesters to copy fully approved Purchase Orders to Bills. Please note: the Purchase Order Requester needs to be added also as a Bill Requester in the "Bill Creation and Approval" workflow. This is how it works: ...