PO matching
Link vendor bills to purchase orders and see whether an order is fully billed, partial, or over.
What you can do
In Purchasing, match a vendor bill to a purchase order so you can see fulfillment status on the bill and the PO.
Open a bill and choose Match PO. TripleBooks lists unmatched purchase orders in scope and suggests likely pairs from amount and date. Confirm a suggestion, pick a PO yourself, or unlink a match you no longer want.
Match status
The bill amount is compared to the PO amount:
| Status | When |
|---|---|
| Matched | Amounts agree (within a cent) |
| Partial | The bill is less than the PO |
| Over | The bill is more than the PO |
Matched bills show that status in the Purchasing bills list.
Suggestions
When you open Match PO, suggestions appear when:
- Bill and PO amounts are within about 1%
- Bill and PO dates are within about 30 days
Each suggestion includes a short reason (for example, exact amount). You confirm the link — suggestions do not apply themselves.
Unmatch
On a linked bill, use Unmatch to clear the PO link. Both the bill and the PO return to the unmatched lists.
API
See the PO matching API for listing candidates and posting match or unmatch.