Who is allowed to match Bills to POs?

Who is allowed to match Bills to POs?

The Bill to PO Matching feature is available to these persons:

  1. Current Bill Approver
  2. Purchase Order Requester
  3. The Organisation's Administrator




    • Related Articles

    • How can I match Bills with their initial Purchase Orders?

      The current Bill Approver, Purchase Order Requester, or the Administrator can match Bills and approved Purchase Orders with the same currency and supplier up to that point where the Bill got approved / the Purchase Order was closed - provided the ...
    • How can I enable Bill to PO Matching?

      This is how you enable the Bill to PO matching feature: Under the main menu select your Organisation and open Approval workflows page under "Workflows and settings" section. Inside, open Bill Creation, Review and Approval workflow. Click on theicon ...
    • Advanced 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 ...
    • 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 ...
    • Advanced Matching: Who is allowed to match Bills and Purchase Orders?

      The Bill-to-PO Matching feature is available to: Current Bill Approver Bill Requester The Organisation's Administrator