When is a Bill-to-PO matching automatically removed?

Bill-to-PO Matching: When is a matching automatically removed?

A matching gets automatically removed if:
  1. A Bill is voided/deleted/rejected (the status becomes Cancelled OR the status becomes Rejected)
  2. A Purchase Order is cancelled/deleted (the status becomes Cancelled)
  3. The Supplier is not the same any more
  4. The Currency is not the same any more
  5. ​The date has been changed (matching to a retrospective Purchase Order is not enabled)
    * The Bill should be issued on the same day as the Purchase Order, or later.

    • Related Articles

    • Bill-to-PO Matching: matching events in the audit trail

      The following matching events are recorded in the audit trial: Added matchings (who, when, matched requests, allocated amount) Removed matchings (who, when, unmatched requests, allocated amount) Auto-unmatching (when, unmatched requests, allocated ...

    • 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: 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: 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 ...

    • Bill-to-PO Matching: How can I enable Bill-to-PO Matching?

      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 ...