Assigning a Match processor

  1. Sign in as Match Specialist and select Add On Cost Match. The Match Add On Cost Invoices page is displayed.
  2. Search for an invoice by selecting criteria in the search row.
  3. Right-click an invoice and select Assign Processor > Assignment Method. Select one of these options:
    • Auto Assign Processor: Select this option to automatically assign the processor based on rules set up in Invoice Approval Setup. If those rules are not set up, an error message is displayed indicating that the processor cannot be auto assigned. If the rules are set up correctly, then the invoices are assigned based on the setup.
    • Assign Specific Processor: Select this option to select a specific processor from a list.
    • Assign to me: Select this option to assign the invoice to yourself.