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Step 2: Investigate and Perform Manual Matching/Adjustments

After identifying a line with a matching discrepancy, use the matching modal to understand the issue and make corrections if necessary.

Steps:

  1. Open Matching Modal: Click the discrepancy icon (yellow number, yellow arrow, or red cross) on the affected invoice line.
  2. Review Matched Documents: The modal will show the currently matched PO and/or GR lines corresponding to the invoice line.
    • Compare quantities and prices shown in the modal.
  3. Adjust Quantities (if applicable):
    • If there's a quantity mismatch (yellow number icon), you might need to adjust the Allocated Qty. Use the up/down arrows next to the quantity on the PO/GR line within the modal to change how much of that line is matched to the current invoice line.
    • Example: Invoice line is for 10 units, PO line has 8 remaining. Zudello might auto-match 8. If you only received 5, adjust the allocated quantity on the GR line in the modal down to 5.
  4. Match to Different Lines/Documents (if applicable):
    • If the automatic match was incorrect (e.g., matched to the wrong PO line or wrong PO entirely), use the View other purchase orders or View other receipts buttons within the modal.
    • Find the correct PO/GR and line item.
    • Click Match line next to the correct line. Adjust quantity if needed.
    • You may need to first unmatch the incorrectly allocated line by reducing its allocated quantity to zero or clicking an unmatch icon if available.
  5. Close Modal: Once adjustments are made, click Close.
  6. Review Updated Icons: Check the matching icons on the invoice line again. They should now reflect the changes (e.g., a partial match might become fully matched, or vice-versa depending on your adjustments).

What Happens Next?

After investigating and making necessary adjustments, you can proceed to submit the invoice, potentially flagging any remaining variances according to your company policy.

Next Step: Submit Invoice (Potentially with Variance)

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