Match level

The match level determines what level of detail you want to use when matching invoices to PO/receipts. There are two match levels:

  • Invoice Match: Invoices and PO/Receipts are matched at the header level; the invoice total is matched with the receipt total

  • Detail Match: Individual detail line amounts, quantities, and items are compared to the PO/Receipt lines to identify a match

All examples up to this point have shown matches at the invoice match level. This is the highest level of matching available.