Use BC's built-in 3-way matching (PO, receipt, invoice) or let Zentriq Document Capture automatically match uploaded invoices against existing POs by comparing vendor, items, quantities, and amounts.
In Purchases & Payables Setup, enable 'Exact Cost Reversing Mandatory' and configure matching tolerances for quantity and amount.
When goods arrive, post a receipt against the Purchase Order. This records the quantities received.
When the supplier's invoice arrives, match it against the PO and receipt. BC flags discrepancies in quantities or amounts.
Review any flagged differences. Adjust quantities or amounts as needed, or request a credit note from the supplier.
Once matched, post the Purchase Invoice. BC applies the invoice to the correct PO and updates vendor ledger entries.
Zentriq Document Capture can match invoices to POs automatically. Upload an invoice, and AI reads the PO number from the document, compares line items and amounts, and flags any discrepancies, all before creating the Purchase Invoice in BC.
Related Zentriq products: Zentriq Agent, Document Capture
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