Xero Bill duplication control
ApprovalMax supports the identification of potentially duplicated Bills and notifies Requesters and Approvers at every stage with a respective message to ensure their awareness.
Requesters can consider this information after creating the Bill while Approvers can keep it in mind when making their decision, thereby reducing the occurrence of duplicate payments.
Bills statuses taken into account:
- Awaiting Approval
- Approved
- Paid
The parameters that are checked for duplication are:
- Supplier
- Date
- Amount (Total gross exact match, Currency exact match)
Related Articles
QuickBooks Online Bill duplication control
ApprovalMax supports the identification of possible duplicate Bills and notifies Requesters and Approvers at every stage with a message to ensure their awareness. Requesters can consider this after creating the Bill, while Approvers can keep it in ...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 Bill life cycle
Bill creation There are several ways of creating Bills in ApprovalMax, please follow this link for details: How you can create Bills in ApprovalMax. Bill-to-PO matching The current Bill Approvers, Purchase Order Requesters and Administrators of an ...How can the due date of Xero Bill be prepopulated?
The due date of Xero Bill is adjusted automatically based on the Contact Payment terms. If the date in the Bill is updated, the due date will be also updated accordingly.How do accountants get notified about Bill approvals? (Xero)
It is possible to configure ApprovalMax to make sure that notifications about the most important events regarding a Bill are sent to a particular email address. Unfortunately, it is not possible to configure ApprovalMax in a way that the person who ...