Tagging purchases to purchase orders

[liamgood]

Hi,

I am stuck on one step in tagging bank feeds.

When tagging a purchase to an existing purchase order, the exisiting purchase order is not being recognised.

EG. the notices reads
“Attempting to match against existing unpaid invoices on your account valued at GBP 56.42”
and then in a pink box below it says
“No Matching Purchase Invoices
Try widening your search range or select from one of the options below.”

A few details:
The value 56.42 is correct
The search time period is OK, and
I have tried before and after "conversion.

I must be missing something. any suggestions welcome

Liam

[QFMathew]

Hello @liamgood

There isn’t a way to create a link from a purchase invoice to a purchase order, but you can convert a purchase order to a purchase invoice (and tweak it before doing so if you wish).

Once you’ve created a purchase order, you can convert it using the Convert to invoice button, which will give you 2 options - create invoice, or let me tweak it:

I hope that helps!