Invoice matching is how you check a supplier invoice against what you ordered and received before you pay it. In Microsoft Dynamics 365 Business Central this is usually a manual step. This guide explains two-way and three-way matching in Business Central, and how Zentriq captures each vendor invoice and matches it for you.
Invoice matching compares an incoming vendor invoice with the documents that authorise it, so you only pay for what you agreed and received. There are two common levels:
In Business Central you match by pulling the source lines onto the purchase invoice. Get Order Lines brings the purchase order lines in for a two-way match, and Get Receipt Lines brings the posted goods receipt lines in for a three-way match. Posting tolerances let small, acceptable differences through.
It works, but it is manual: someone opens each invoice, finds the right order, pulls the lines, checks the numbers and posts. On a busy accounts payable desk that is where time and errors pile up.
Three-way matching is the stricter control: the invoice must line up with both the order and the receipt. It catches an invoice for goods that were never delivered, or billed above the agreed price. See the three-way matching definition for the full breakdown.
The catch is that three-way matching only protects you if someone actually performs it on every invoice. When volume is high, the check is often skipped, which is exactly the risk it is meant to remove.
Zentriq Document Capture reads each vendor invoice with AI, finds the matching purchase order and goods receipt in Business Central, and lines them up: price, quantity ordered, quantity received. It fills the invoice lines and flags any discrepancy instead of letting it through silently.
Nothing is posted until you approve, so a person still signs off on the match, and you can ask the Zentriq Agent in natural language which invoices are unmatched or over price. The three-way check happens on every invoice, not just when someone has time.
See the step-by-step guide to automate vendor invoice matching in Business Central.
Automating invoice matching turns a manual control into one that runs every time:
Yes. Business Central supports two-way and three-way matching by pulling purchase order and posted goods receipt lines onto the purchase invoice, with posting tolerances for small differences. The matching itself is manual unless you automate it.
Two-way matching compares the invoice with the purchase order (price and quantity ordered). Three-way matching adds the goods receipt, so the invoice must also match what was actually received before it is paid.
On the purchase invoice, use Get Order Lines to bring in the purchase order lines, or Get Receipt Lines for a three-way match against the goods receipt, then check the amounts and post. Zentriq can do this step automatically from the captured invoice.
Yes. Zentriq Document Capture captures each vendor invoice, matches it to the purchase order and goods receipt, fills the lines and flags discrepancies, then stages the invoice for your approval so nothing posts unchecked.
Capture vendor invoices and three-way match them to the order and receipt automatically, inside your own Business Central. Start free.
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