Bill-to-PO Matching: Which Purchase Orders are available for matching?

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• Bill-to-PO Matching: Can I match a Bill from PO?

  No, you can match Bill with PO only from a Bill. Matching is available for the current Bill approver, Bill Requester and Organisation's Administrator.

• Bill-to-PO Matching: advanced settings for Bill-to-Purchase Order Matching

  Firstly, the Administrator must ensure that Purchase Order Matching is enabled in the Bill Approval workflow settings. Select your Organisation in the main menu and open "Approval workflows" page under "Workflows and settings" section. Click on the ...

• Bill-to-PO Matching: who is allowed to match Bills and Purchase Orders?

  The Bill-to-PO Matching feature is available to the: Current Bill Approver Bill Requester Bill Reviewer Organisation Administrator Purchase Order Requester if they were added by an Approver during the Matching procedure Important note: Purchase Order ...

• Bill-to-PO Matching: Can I restrict users who can match Bills to POs to Administrators only?

  At the moment, it is not possible to restrict the ability to match Bills to purchase orders (POs) to administrators only. The matching feature in ApprovalMax is available to the following roles: Current Bill Approver Bill Requester The Organisation ...

• Bill-to-PO Matching: How can I match Bills and their initial Purchase Orders?

  The current Bill Approver or an Organisation's Administrator can match Bills to approved Purchase Orders with the same currency and supplier up to the point where the Bill gets approved* / the Purchase Order is closed - provided the Administrator has ...