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 ...
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 Administrator has the authority to match or 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 ...
ApprovalMax supports the automatic marking of a Purchase Order as Billed on the approval of the last Bill matched to that Purchase Order - if the following conditions are met: All Bills matched to this Purchase Order have been pushed to Xero and ...
In reports, ApprovalMax includes all relevant Bill-to-PO Matching data and presents the information about which Bills and Purchase Orders were matched. Administrators and Auditors can view the balances of Purchase Orders and Bills, the sum of all ...