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In ApprovalMax, you can match bills to the already approved purchase orders from the same supplier to ensure correct coding and facilitate additional spend control. With the approval workflow settings you can prevent the approval of unmatched bills.

Bill-to-PO matching

In ApprovalMax, you can match bills to the already approved invoices from the same supplier to ensure correct coding and facilitate additional spend control. With the approval workflow settings, you can prevent the approval of unmatched bills.

Bill-to-PO matching

Works with
How it works
1
Matching bills to purchase orders
Bill-to-PO matching allows to match bills awaiting approval with the approved purchase orders which aren’t market as billed yet. For this, ApprovalMax shows a list of all purchase orders filtered by parameters that must be the same in both the purchase orders and bills at hand.
2
Matching scenarios and amount allocation
ApprovalMax supports “many-to-many” matching, which means any number of bills can be matched to any number of purchase orders. If you assign an amount to a particular purchase order, you’ll then see the amount allocated to bills on approval and the amount allocated to approved bills as well as the remaining (not allocated) purchase order balance.
3
View of the remaining balance for bills and purchase orders
It is possible to view the remaining balance of bills and purchase orders, which is the difference between the document amount and the allocated amounts of all matchings to the document. Remaining balances are automatically recalculated when a new matching is created, a matching is removed, or the matching amount gets changed.
4
Marking purchase orders automatically as billed
The matching settings can be adjusted to have purchase orders marked as billed as soon as the last bill matched to it got approved and the purchase order remaining balance is 0.
5
Auto-removing a matching
Matchings will be removed automatically if the respective bill gets deleted or rejected, its purchase order is cancelled or deleted, or the supplier and currency are not the same anymore. Matchings can also be removed manually.
1
Matching bills to purchase orders
Manual matching links a line in a bill that has not yet been approved with the corresponding line in an already approved purchase order. Both bill and purchase order need to have the same vendor, and the purchase order date must be earlier than the bill date.
2
Flexible matching rules for approval workflows
You can choose from three options: unmatched bills can be approved, bills can be approved if at least one line has been matched to a purchase order line, or bills can only be approved if all lines have been matched.