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

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• 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. To do so, navigate in the main menu to Approval Workflows under Workflows And Settings: Open the Bill workflow: Here, click on the ...

• 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's 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 ...

• Bill-to-PO Matching: 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". The billed status can be revised. PO date does not exceed the Bill date (if the "No, do not allow matching Bills with ...

• Bill-to-PO Matching: Up to which point in the workflow can Bill-to-PO Matching 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's Administrator has the authority to match/edit a matching when the Bill has been approved. ** Only ...