What is Bill to PO Matching?

What is Bill to PO Matching?

ApprovalMax enables Approvers to manually match incoming Bills with the initial Purchase Orders before making their approval decision. This allows for much more control and accuracy at this stage of the approval process.

Limitations for approvals can be set to exert even more control. Bill to PO Matching allows to run reports which display the PO Balance (i.e. the amount of the Purchase Order minus the total amount of all matched Bills).

You'll find more information on the subject under the Bill to PO matching category.




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    • 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 the: Bill is approved Purchase Order* is marked as billed * – only approved Purchase Orders originated both in Xero and ApprovalMax can be matched with Bills.
    • Advanced settings for Bill to PO Matching

      Firstly, the Administrator needs to make sure that ‘PO Matching’ feature is enabled in the Bill approval workflow settings. To do so they need to go to Bill review and approval workflow under "Approval workflows" and click on the gear menu. Here is ...
    • How can I enable Bill to PO Matching?

      This is how you enable the Bill to PO matching feature: Go to Approval workflows > Bill Review and Approval workflow. Click on theicon and enable PO Matching. Now, you will see matching blocks for both Bills and Purchase Orders. Learn how to match ...
    • Xero Bill life cycle

      Bill creation There are several ways of creating Bills in ApprovalMax, please follow this link for details: How you can create Bills in ApprovalMax. Bill-to-PO matching The current Bill Approvers, Purchase Order Requesters and Administrators of an ...
    • Which Purchase Orders are available for matching?

      Purchase Orders (PO) can only be matched to Bills if:  PO and Bill have the same Supplier and Currency  PO is not marked as "Billed". Billed status can be revised. PO date does not exceed the Bill date (if the "No, do not allow matching Bills with ...