Matching: up to which point can I do Bill-to-PO Matching?

Bill-to-PO Matching: up to which point in the workflow Bill-to-PO Matching can 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 Administrator has the authority to match or 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.