Tutorial: Process a Supplier Invoice with a Purchase Order

Goal: Efficiently process standard supplier invoices that require matching against a purchase order (and potentially a goods receipt) in Zudello.

Processing invoices that correspond to an existing Purchase Order (PO) is a core accounts payable task. Zudello streamlines this significantly by automatically extracting invoice data and attempting to match it against the relevant PO (and Goods Receipt, if using three-way matching). This reduces manual effort and improves accuracy.

This guide walks you through the standard end-to-end journey for these PO-backed invoices: starting with uploading the invoice document, then reviewing the extracted data and performing the crucial matching step, and finally completing any remaining coding before submitting the invoice for approval.

Steps:

1. Upload the Supplier Invoice
2. Review Extracted Data & Perform Matching
3. Complete Coding & Submit for Approval

Let's begin by uploading the invoice.

title: Overview - Processing Invoices with POs description: Learn the end-to-end workflow for processing supplier invoices that have a corresponding purchase order in Zudello. slug: /product-guide/ap-clerk/process-po-invoice/overview sidebar_label: Overview

Tutorial: Process a Supplier Invoice with a Purchase Order

Goal: Efficiently process standard supplier invoices that require matching against a purchase order (and potentially a goods receipt) in Zudello.

Persona: Anya Sharma (AP Clerk)

Processing invoices that correspond to an existing Purchase Order (PO) is a core accounts payable task. Zudello streamlines this significantly by automatically extracting invoice data and attempting to match it against the relevant PO (and Goods Receipt, if using three-way matching). This reduces manual effort and improves accuracy.

This guide walks you through the standard end-to-end journey for these PO-backed invoices: starting with uploading the invoice document, then reviewing the extracted data and performing the crucial matching step, and finally completing any remaining coding before submitting the invoice for approval.

Steps:

1. Upload the Supplier Invoice
2. Review Extracted Data & Perform Matching
3. Complete Coding & Submit for Approval

Let's begin by uploading the invoice.