The current Bill Approvers, Purchase Order Requesters and Administrators of an Organisation can match
not yet approved Bills with Purchase Orders that have been approved, but not marked as Billed
, and state the same currency and supplier. You'll find more details on matching here: Bill-to-PO matching
Bill approval and review process
When you submit a Bill for approval, it will run through the predefined workflow. Approvers in the first step who were also added as Reviewers can amend Bills
during the approval flow. Only when all approvals have been collected for a Bill, it will be pushed to Xero in the "Awaiting Payment" status.
"Paid" status for Bills
ApprovalMax does not work with a payment process. Once all approvals are in place, Bills are pushed to Xero with the status "Awaiting Payment" and include a detailed audit trail of the entire workflow as well as all attached documents.
In Xero, the responsible person adds a payment to these Bills, which changes their status to "Paid". This new status will then get synced to ApprovalMax as described in: How often is data synced with Xero?