MakersHub New Features - PO Matching

Rachel and Dan will be joined by our friends at MakersHub to discuss their newest enhancement to their platform - PO Matching. Join us as we casually discuss the serious workflow improvement.

Learn More About MakersHub Here - https://www.qbpowerhour.com/makershub 

Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Register for the Live sessions at: https://www.schoolofbookkeeping.com/workshop-wednesday  Brought to you by http://www.schoolofbookkeeping.com  - Keep Learning

00:00 Introduction and Welcome

00:22 Meet the Team

00:50 Overview of Makers Hub

02:59 Understanding Purchase Order Matching

04:29 Real-World Implications and Use Cases

09:01 Three-Way Matching Explained

12:02 Challenges in PO Matching

17:40 Makers Hub's Innovative Solution

20:12 Demo of New Functionality

23:11 Billing Discrepancies and Reconciliation

23:46 User Feedback and System Design

26:02 Electronic Payments and Auto Pay

26:58 PO Driven Procurement Process

28:07 Handling Recurring Transactions

35:16 Matching and Approving Bills

39:53 Manual Bill Creation from PO

41:36 Integration with QuickBooks and Other Tools

42:05 Final Thoughts and Q&A