Performing online match as Match Specialist

If you are a Match Specialist, use this procedure to match the invoice to the receipt or purchase order based on match rules and tolerances.

If you are a Payables Invoice Processor, see Performing online match as Invoice Processor.

  1. Sign in as Match Specialist. The reconciliation work list is displayed.
  2. Open an invoice record.
  3. The Invoice and Receipt lines are in the Unselected Cost area. Use the arrows to move the lines into the working set or use the Select All Invoices button to move the lines into the working set.
  4. After the lines are selected, the totals show in the Working Set area. You can now work with any differences when doing the reconciliation of the invoice.
  5. Click the Create Set button to move the set into the Sets area.
  6. Click Match.