Tutorial: Process an Invoice (3-Way Match)

Goal: Efficiently process supplier invoices requiring validation against both the Purchase Order (PO) and the Goods Receipt (GR) to ensure you only pay for what was ordered and received.

Persona: Anya Sharma (AP Clerk)

Three-way matching provides the highest level of control in the accounts payable process by verifying invoice details against both the original order and the confirmation of receipt. Zudello automates much of this by attempting to link the invoice to the relevant PO and GR upon upload, highlighting any discrepancies in quantity or price.

This guide details the standard workflow for processing these invoices: uploading the document, reviewing the automatic three-way match results, and completing coding before submission. Handling discrepancies is covered in a separate tutorial (Resolve Invoice Matching Discrepancies).

Steps:

1. Upload the Supplier Invoice
2. Review Extracted Data & 3-Way Match
3. Complete Coding & Submit for Approval

Let's start by uploading the invoice.