Performing online match as Invoice Processor

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

If you are a Match Specialist, see Performing online match as Match Specialist

  1. Sign in as Payables Invoice Processor and select Process Invoices.
  2. Select the Unsubmitted tab.
  3. Right-click an invoice and select Match.
    When Match is attempted, a match message is displayed.
    • If the message is Match Complete, then the invoice is ready for payment.
    • Otherwise, an error indicating to fix or a message to resolve is displayed.

    See the Reconciliation and Messaging sections in this guide.