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 ...
ApprovalMax product walk-through: how to match Bills and Purchase Orders in Xero-connected organisations https://www.youtube.com/watch?v=lUZt963Qh0s You can also have a look at this article: How can I match Bills and their initial Purchase Orders?
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 ...
The current Bill Approver/Reviewer/Requester or an Organisation Administrator/Owner can match Bills to approved and not closed Purchase Orders with the same Product/Service or Category and Vendor up to the final approval of the Bill. Organisation ...
The Bill-to-PO Matching feature is available to the: Current Bill Approver Bill Requester Bill Reviewer Organisation Administrator Purchase Order Requester if they were added by an Approver during the Matching procedure Important note: Purchase Order ...