I am not aware if there are any restrictions or any tolerance settings that can be set on invoice matching to PO, I could not find any?.
We have been reviewing our workflow on supplier invoice processing. We are trying to get as much as possible of our workflow/relevant documents into WG.
We are sending invoices out for internal approval via outlook email, and going forward intend doing this using the Email to Supplier button on the WG PO screen (email will be sent to our approver instead).We have setup the email setting so that our accounts email will receive the email reply from the approver. We will upload this reply into the PO Files tab as a record of the approval of the invoice. This will then be the catylist for the bill in Xero to be converted from draft to posted.
But as an alternative could consideration be given to adding a Approve - Supplier Invoice button to the PO screen that an approver can select to approve the supplier invoice and recording their name date/time of approval? Ideally in addition a Supplier Invoice Approval limit would work like to Purchase Order approval limit, to ensure appropriate approval limits are in place, particularly if there is no restriction on the value of the supplier invoice that can be matched against an approved PO.
Or is there a better way of meeting the objective of ensuring the authorisation of supplier invoices in particular that differ from the PO value and the documenting of that authorisation?
I am not aware if there are any restrictions or any tolerance settings that can be set on invoice matching to PO, I could not find any?.
We have been reviewing our workflow on supplier invoice processing. We are trying to get as much as possible of our workflow/relevant documents into WG.
We are sending invoices out for internal approval via outlook email, and going forward intend doing this using the Email to Supplier button on the WG PO screen (email will be sent to our approver instead).We have setup the email setting so that our accounts email will receive the email reply from the approver. We will upload this reply into the PO Files tab as a record of the approval of the invoice. This will then be the catylist for the bill in Xero to be converted from draft to posted.
But as an alternative could consideration be given to adding a Approve - Supplier Invoice button to the PO screen that an approver can select to approve the supplier invoice and recording their name date/time of approval? Ideally in addition a Supplier Invoice Approval limit would work like to Purchase Order approval limit, to ensure appropriate approval limits are in place, particularly if there is no restriction on the value of the supplier invoice that can be matched against an approved PO.
Or is there a better way of meeting the objective of ensuring the authorisation of supplier invoices in particular that differ from the PO value and the documenting of that authorisation?
0 Votes
0 Comments
Login or Sign up to post a comment