Invoice Matching Process

Invoice Matching Setup

When setting up the Invoice Matching application, you must consider the invoicing and purchase order processing needs for your central reporting organization, determine the company structure that best fits those needs and set up your Invoice Matching application accordingly.

Entering and Matching Invoices

The Invoice Matching application provides different options for entering invoices that allow you flexibility to suit your business needs. The setup you complete can help you streamline entering invoices, messaging, matching, and reconciliation processes.

Additional Processing of Invoices

You can use the Invoice Matching application to perform additional processes to released invoices, and add and remove hold codes on invoices.

Invoice Matching: Big Picture

To represent the major process of the Invoice Matching application, this user guide is divided into three main parts.

This big picture flow shows Invoice Matching's three main processes, divides the processes into subprocesses, and serves to remind you where you are in the big picture.