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Version: Current

Step 1: Identify the Discrepancy

When processing an invoice that has been automatically matched to a Purchase Order (PO) and potentially a Goods Receipt (GR), Zudello uses icons to flag discrepancies.

Steps:

  1. Open the Matched Invoice: Navigate to Purchasing > Invoices and open the invoice you are processing (likely in Ready or User Review status).

  2. Locate the Items Section: Scroll down to the line items.

  3. Look for Variance Icons: Examine the matching icons at the beginning of each line. Pay attention to:

    • Yellow Number Icon: Indicates a partial quantity match (the number shows the unmatched quantity from the invoice perspective).
    • Yellow Up/Down Arrow Icon: Indicates a price variance between the invoice line and the matched PO/GR line (up arrow = invoice price higher, down arrow = invoice price lower).
    • Red Cross Icon: Indicates the line could not be matched automatically at all.

    Refer to the icons table in the Two-Way Matching or Three-Way Matching guides for a full list.

What Happens Next?

Once you've identified lines with discrepancies, you need to investigate the cause and potentially make manual adjustments.

Next Step: Investigate and Perform Manual Matching/Adjustments

Related How-To Guides: