Tutorial: Resolve Invoice Matching Discrepancies

Goal: Address and resolve common discrepancies (like quantity or price variances) that occur during the invoice matching process.

Invoice matching is designed to streamline processing, but discrepancies between invoices, purchase orders, and goods receipts can occur. Zudello highlights these issues (like differences in quantities or prices) using clear visual icons, allowing you to investigate and resolve them efficiently before the invoice proceeds further.

This guide focuses on the journey of handling these exceptions: starting with identifying the discrepancy flags on the invoice, moving on to investigating the details and making necessary manual adjustments using the matching tools, and finally submitting the invoice, potentially with noted variances, according to your company's policies.

Steps:

1. Identify the Discrepancy
2. Investigate and Perform Manual Matching/Adjustments
3. Submit Invoice (Potentially with Variance)

Let's start by identifying the discrepancy.