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

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• 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 ...

• Bill-to-PO Matching: can I match Bills to Purchase Orders in the mobile app?

  Yes, this is perfectly possible. The current Bill Approvers and the Organisation Administrators can easily match Bills to Purchase Orders in our mobile app. Simply click on the MATCH button in the Bill: Next, select the Purchase Orders for matching ...

• 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 ...

• Xero: allow only Admins to match Bills to Purchase Orders

  At the moment, it is not possible to restrict the ability to match Bills and Purchase Orders 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: 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 ...