QuickBooks Online matching: Which matching events are stated in the audit trail?
The following matching events are mentioned in the audit trial:
∙ The Bills line was matched: date and time, user, PO lines details (including the Product/Service or Category and line amount)
∙ The Bills line was unmatched: date and time, user, PO lines details (including the Product/Service or Category and line amount)
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Bill-to-PO Matching: Which matching events are stated in the audit trail?
The following matching events are mentioned in the audit trial: Added matching (who, when, matched requests, allocated amount) Removed matching (who, when, unmatched requests, allocated amount) Auto-unmatching (when, unmatched requests, allocated ...
QuickBooks Online matching: When does a matching get automatically removed?
A matching gets automatically removed if: The Bill is deleted / rejected The Purchase Order is cancelled / deleted PO was deleted in the QuickBooks Online – upon the final approval the Bill will be created without the matching data The Vendor has ...
QuickBooks Online Matching: Can I use Bill-to-PO Matching as a condition in workflows?
No, at the moment, it is not possible to use Bill-to-PO Matching as a condition in approval workflows.
How can I close an approved PO to prevent matching? (QuickBooks Online)
If you don't use your approved PO any more and want to prevent matching Bills to it, you can close PO in ApprovalMax.
Bill-to-PO Matching: What happens if a Bill amount gets reduced?
If a Bill was matched to a Purchase Order and then the Bill amount gets reduced, there will be a short notification “Check your matching allocations“ for Bills created in ApprovalMax. In the audit trail will be noted that the request has been updated ...