This feature improves PO matching quality in Payables Agent and aligns draft finalization behavior with existing posting controls.

The PO Lines list page used by the agent during matching is enriched with additional fields:

Line Amount — enables matching on value, not just description and quantity. This is especially valuable for service lines where quantity (often just 1) is not a meaningful discriminator.
Expected Receipt Date — enables the agent to factor in timing when multiple PO lines could match.

With these fields, the agent can distinguish between similar-looking PO lines more reliably, improving accuracy in first pass matches.

The agent now respects the app's Never block draft finalization setting in the Receipt on Invoice field on purchase orders. This means the agent doesn't block draft finalization because a matched PO line isn't yet marked as received. Whether goods are received is a posting time control, not a draft time control. The "Receipt on Invoice" setting on the order governs this at posting.

The "Receipt on Invoice" field is already available on purchase orders. With this release, we're expanding this setting to more entities:

A new vendor-level "Receipt on Invoice" setting is introduced and is automatically applied to new purchase orders created for a vendor.
A new PO-line-level "Receipt on Invoice" setting allows per-line override. The inheritance chain for the setting is vendor, then purchase order, and then purchase order line, but each level can override the parent.

We've also improved draft warnings. When the agent creates a purchase invoice draft matched to a PO, the draft surfaces warnings based not just on quantity, but also on amount. The draft warnings are for information only and don't block finalization. For example, they warn about the discrepancies in the draft and you can decide how to proceed.

This feature is available from the August minor release of 2026 release wave 1.