How do I see the invoices that are matched to a particular PO?

Modified on Thu, 23 Feb 2023 at 12:42 PM

There are a couple of ways to view invoices that are matched to POs

Using Advanced Search

Select 'Advanced Search' at the top of Beanworks.
Under 'Select Filter', choose 'Matched to PO' (in the invoices module) or 'Matched Inv' (in the PO module).

Using Actions Icon

While in the grid view of the Invoice or Purchase Order module (in any step in the workflow besides Create).
Select the PO Match icon.