Matching policies

PO matching tolerance

You can enable a matching tolerance to define whether exceptions require approval or not, while the system prevents unapprovable bills from being processed. You can independently configure tolerance matching for both 2-way and 3-way matching, which enables you to accurately reflect your organization's tolerance matching policies in Tipalti.

You can specify bill flows that:

• Don't require approval if they are below a defined threshold
• Require approval if they are between defined thresholds
• Are unapprovable if they are above a defined threshold, thereby preventing the processing of unapprovable bills

• Exclude non-PO lines when calculating deviation between the bill and the PO

Exception thresholds

You can define exception thresholds to control how the system handles bills when there are matching exceptions.

• Values below the threshold are tolerated by the system, therefore allowing approvers to approve these exceptions (see Approvable bills).
• Values above the threshold cannot be approved without first updating the bill, PO or receipt (see Non-approvable bills).

Enable/ disable matching for specific payees

When PO matchingThe process of matching goods and services from purchase orders to invoices (2-way matching), and receipts (3-way matching) is enabled on the payer account, it is enabled for all payees by default. If some payees' invoices are not supported by POs, you can disable PO matching for these payees so that their bills skip the matching process. Each bill must then be approved before it can be submitted for payment.