You can link multiple documents from POs to bills to GRN. You can also map any combination of these items such as 2 POs to 1 Bill to 1 GRN OR 2 POs to 3 Bills to 1 GRN, etc. and the possibilities are practically endless.
Linking documents allows the system to then auto-compare line items, amounts, totals, etc. This also allows you to track the associated costs across bills to each PO.
Link a PO or GRN to a Bill
Open a bill in your Bills tab to get to the Bill viewer page.
Scroll down to the Linked document section at the bottom right of the Bill viewer.
Click into the Purchase order dropdown. If you've already imported the PO, select that PO from the dropdown options.
If you haven't added a PO yet, you can create one on the fly by clicking the + Create new purchase order option in the bottom of the dropdown. This will walk you through creating or importing a PO. For more information on this, you can also check out our help center article: Creating and Managing Purchase Orders.
The same applies for a GRN where you can either select one from the dropdown or create one on the fly.
Note: if you're not seeing a PO or GRN that you had previously added, just make sure the PO/GRN are associated with the same vendor as the bill.
Now that your PO and/or GRN are linked to the document, you'll also see a few alerts related to Settle's automatic compare tools that match all of your linked documents.
Link a PO or Bill to a GRN
Open a GRN in your Goods received notes tab to get to the GRN viewer page.
Scroll down to the Linked document section at the bottom right of the viewer.
Click into the Purchase order dropdown. If you've already imported the PO, select that PO from the dropdown options.
If you haven't added a PO yet, you can create one on the fly by clicking the + Create new purchase order option in the bottom of the dropdown. This will walk you through creating or importing a PO. For more information on this, you can also check out our help center article: Creating and Managing Purchase Orders.
Note: if you're not seeing a PO or bill that you had previously added, just make sure the PO/bill are associated with the same vendor as the GRN.