MYOB - Matching Bills to Purchase Orders

In many businesses, warehouse or yard staff create Purchase Orders (POs) to order stock from suppliers. When the stock arrives, the order is received in HirePOS, either fully or partially.

Suppliers usually send an invoice for the items that were actually delivered, and that invoice often covers multiple purchase orders.

Once a purchase order has been received, it becomes eligible to be exported to MYOB using the MYOB Exporter, which filters orders based on the Date Received.

The exported purchase orders contain all the detailed information such as:

• Item descriptions

• Quantities received

• Item pricing

• Delivery references

Because this detail already exists in the purchase orders, the supplier bill in MYOB simply needs to be matched to the relevant purchase orders. This helps ensure your accounts team only pays for stock that has actually been received.

For more information about partially receiving purchase orders, see:
https://docs.hirepos.com/en/articles/2330689

Unfortunately MYOB Business does not automatically match Purchase Orders with Bills, and this functionality may only be available in MYOB Advanced or Accumatica. You will need to convert Purchase Orders to Bills, ensure the relevant Supplier Invoice Number is correct, and action the Bills to be paid as needed.

1. Go to Purchases > Purchase orders.

2. Choose the Supplier from the top-left.

3. Click a PO Number to edit and convert to a Bill.

4. At the bottom left of the PO screen, click the Convert to Bill button.

5. The PO will now be a Bill. Ensure the Supplier invoice number is correct.

6. Save the bill and action as needed.