Advanced Matching: Up to which point in the workflow can Bill-to-PO Matching be done?

Advanced 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:

  1. The Bill is approved*

  2. 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 approved Purchase Orders originating from Xero or ApprovalMax can be matched to Bills. The "Billed" status can be revised.