We have a few vendors where we have a budget monthly amount set up in the purchase order and the vendor sends us multiple invoices in a month to apply to that. We have it setup in bill pay to add the PO owner as an approver if the amount exceeds the PO amount. However, this really only works if the one invoice exceeds the total PO amount. It doesn’t keep track of each individual invoice adding up to the total budget amount.
For example, if we have a PO for $500/month and have 3 invoices for $200/each, we would like the 3rd invoice to be flagged as exceeding the PO amount when entering in Bill pay, which would then add the PO owner as an approver. Does anyone have any suggestions on how to handle this? The invoices from these vendors vary greatly, but we would like to keep track with a budget PO. Thanks!
Hey Jessica,
Thanks so much for sharing this in the Community forum. I can definitely see how this process could get tricky pretty quickly with the current PO approval setup.
I’m going to pass this along to our product team so they’re aware of the impact it’s having. If this is something we’re already working on, I’ll make sure to send over some tips on how you can adjust your current setup to better fit your account’s needs.
Really appreciate you flagging this!
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