Bill-to-PO Matching: What is the remaining balance and when is it recalculated?

• Related Articles

• Bill-to-PO Matching: How is Bill-to-PO Matching reflected in reporting?

  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 ...

• Bill-to-PO Matching: Migration process from old Matching to new Matching

  The previous version of Matching functionality will no longer be supported starting from 1 April 2023. This means that all Organisations should migrate to the new data format to continue using the Bill-to-PO Matching feature. If your Organisation’s ...

• Bill-to-PO Matching: What is Bill-to-PO Matching?

  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 ...

• Bill-to-PO Matching: Auto-marking Purchase Orders as Billed

  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 ...

• Bill-to-PO Matching: How to set up Matching with gross or net amounts

  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 and scroll down. The default setting for all Organisations is GROSS. Finally, ...