Matching Purchase Orders to Bills

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We use purchase orders as well as bill pay. When the PO is submitted, people may use a short name, such as Company A. When the invoice comes in and the actual name is Company A, Inc, the PO doesn’t automatically match with the bill, which is fine. Our bills sync to NetSuite automatically once routed, and once a bill is synced, a PO cannot be matched. So we have a bunch of outstanding POs that we can’t match to bills. Can we be allowed to match a synced bill to an open PO? Its worth noting we do not sync POs to NetSuite.

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Hi Zachary! Exciting news – we’re launching a new feature later this month that will let you adjust the matched PO in Ramp for bills synced to NetSuite. Here’s how it works, just in case anyone else has the same question:

  • If your accounting provider is NetSuite, you can match the bill to any PO in Ramp, as long as that PO hasn’t been synced to NetSuite.
  • If you’re using a different accounting provider, you’ll be able to change the matched PO freely.

Since you fall into the first category and don’t sync POs, you’re all set.

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