Auto PO Matching

Auto PO Matching

Bills now automatically match to open Purchase Orders when criteria are met.

How it works

When a bill is processed, Adaptive automatically attempts to:

• Match the bill to an open PO
• Link bill line items to PO line items

Here are the current matching criteria:

• Exact PO reference required
• Bill total must be within remaining PO balance
• All bill lines must match (or no match occurs)

We’ll continue expanding matching logic based on customer feedback.

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