Setting up order and receipt matching
With Continia Document Capture, you can have all incoming invoices and credit memos matched against related documents (e.g.: corresponding purchase orders and receipts) to ensure that everything checks out and that, for example, invoices are ready for payment. This can be done either by you or automatically by Document Capture.
Although the manual procedure doesn't need to be set up, automatic matching must be enabled and configured according to the needs of your organization – ensuring precise and correct handling without the need for human intervention.
Setup and configuration
- To enable and configure automatic matching – including variances –, see Configuring automatic matching.
- To enable and configure line matching – including variances –, see Setting up line matching.
- To set up a job queue to match documents automatically in bulk, see Matching documents using a job queue.
Going further
- To activate automatic approval of purchase documents that match related orders and receipts within predetermined variances, see Enabling auto-approval.
- To enable Document Capture to check if documents have been matched before they're registered, see Setting up matching checks before registration.