Payee PO matching settings

If you want to do PO matchingThe process of matching goods and services from purchase orders to invoices (2-way matching), and receipts (3-way matching) as part of the invoice review process, you can go to Payees. Then, you can select if you want 2-way or 3-way matching completed for the payee when they send an invoice through for payment. The settings are the default PO matching flow for the payee and override the payer’s default PO matching flow.

To select a PO matching setting for a specific payee:

1. Select Payees > Payees search from the left menu.

2. Use the search bar to search for the payee by their ID or name. This can also be their company name.

You can also search by one of their invoice numbers or ref codes if you have them.

3. Click the payee from the search results.



4. Scroll down and click the Settings tab.

5. In PO matching, toggle right PO matching.

6. If you want to do:

   1. Header level matching, select Match headers.

   2. Header and line level matching, select Match headers and lines.

   If you want to do 2-way matching, you don’t need to make any more selections in this section.

7. If you want to do 3-way matching, toggle right 3-way matching.

   1. Depending on the type of payee, you can select whether to use receipts or fulfillment for a 3-way match.

   2. Only select Fulfillment if the payee’s a dropship retailer who ships goods directly to their customers.