Tutorial: Manually Match an Invoice to a PO/Receipt
Goal: Correctly link an invoice to its corresponding Purchase Order (PO) or Goods Receipt (GR) when Zudello's automatic matching fails or links the wrong document.
Persona: Anya Sharma (AP Clerk)
While Zudello excels at automatically matching invoices based on extracted PO numbers, sometimes issues like missing PO numbers on the invoice, incorrect supplier links, or non-standard PO number formats can prevent a successful automatic match. In these cases, you need to manually create the link to ensure accurate processing and validation (especially for two-way or three-way matching).
This guide demonstrates how to use Zudello's manual matching tools: identifying an unmatched invoice, accessing the matching interface, searching for the correct PO or GR, and linking the documents at the line level.
Steps:
- Identify Unmatched Invoice & Access Matching
- Search for and Select PO/Receipt
- Match Invoice Lines to PO/Receipt Lines
Let's start by identifying an unmatched invoice and opening the matching tool.