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Step 2: Review Extracted Data & 3-Way Match

Once Zudello finishes extracting data (status changes to Ready or User Review), review the information and verify the automatic three-way match.

Steps:

  1. Open the Invoice: Click the invoice record in the Invoices submodule.
  2. Review Header: Check extracted Supplier, Document Number, Dates, Totals, etc., against the invoice image. Correct any errors.
  3. Verify Linked Documents: Look for the linked Purchase Order number and Goods Receipt number (often displayed near the PO number or in a dedicated matching section). Confirm these are the correct documents related to this invoice.
  4. Review Line Item Matching: Scroll down to the Items grid. Examine the matching icons at the start of each line. For a successful three-way match, you should typically see icons indicating matches against both the PO and the GR (often represented by multiple green ticks/equals signs or combined icons).
    • Pay close attention to quantities and prices – do they align across the invoice, PO, and GR lines?
    • Refer to Reviewing Matching Icons for icon meanings.
  5. Handle Discrepancies (If Any): If icons indicate mismatches (yellow or red), or if the wrong PO/GR is linked, you'll need to investigate and potentially perform manual matching. See the Resolve Invoice Matching Discrepancies tutorial for detailed steps.

What Happens Next?

Assuming the automatic three-way match is correct and there are no significant variances (or variances are within tolerance), proceed to final coding and submission.

Next Step: Complete Coding & Submit for Approval

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