How to match invoices and receipts

Matching invoices as you specify them

Basic Invoice (AP20.1), Taxed Invoice (AP20.2), and Invoice Line Detail (MA43.1) both include a Match special action so you can match individual invoices from these invoice entry forms. You can match an invoice online at any time after you specify it up until you match it, at which point you can no longer view the invoice on an entry form.

Using the auto-match batch program

You can run Auto Matching (MA126) to match a group of invoices based on parameters you select, such as selecting the invoice processing date range to match invoices with due dates within that range. You can use this program to run several types of reports based on user selections.

On the Main tab, there are four Match Report options. On the Options tab there are additional options based on the part of the organization that are using the reports, for example, Accounts Payable, Procurement, or Match Invoices.