PO matching
When a bill enters the invoice processing flow, the system determines whether or not the bill is to be sent for PO matchingThe process of matching goods and services from purchase orders to invoices (2-way matching), and receipts (3-way matching). If matching is required, the bill enters the PO matching flow for auto-matching with POs and receipts.
After auto-matching, payers review the bills and add/ update the bill coding. All bills, whether fully matched or not, are then sent for approval (see Coding page structure for the one exception to this rule). Once approved, the bill can be submitted for payment.
2-way vs. 3-way matching
Tipalti matches bills to POs (2-way matching) or bills to POs and receipts (3-way matching). The type of matching can be set at 3 different levels:
On the payer's account (the flow is applied to all your payees by default)
For individual payees (the flow is applied to a specific payee)
During the matching process (the flow is applied to a PO-backed bill)
Header only vs. header + lines matching
All matching occurs at only the header level or at both the header and line levels:
- Header only - Data in the headers of the bills, POs and receipts are compared.
- Header + lines - Data in both the headers and lines of bills, POs and receipts are compared.
Matching triggers
Several actions trigger the matching process:
- The bill is routed automatically for matching.
- The bill is submitted manually for matching.
- PO and bill are linked/ unlinked.
- The bill header information is updated.
- PO and bill lines are linked/ unlinked.
- PO is created or updated.
- Receipt is created or updated.