Matching is the process of checking that an Invoice and any required logistics documents satisfy the conditions of approval required by the buyer on an Open Account program. Matching is done automatically by Kanexa. When all the rules are satisfied, the Invoice is marked as matched and may be approved automatically or manually. When any rule is not satisfied, the invoice is marked as discrepant and can be accepted or rejected.
Matching rules
The conditions of approval for an invoice are specified by the buyer on an Open Account Program as matching rules. Each matching rule compares a single value in one document with a value in another. For example, the unit price in a purchase order line item can be compared with the unit price in an invoice line item.
As a buyer, you can find the matching rules on an Open Account Program in the Program details.
Matching statuses
An invoice has a matching status which can have 1 of 3 values:
Some documents needed for matching have not yet been submitted.
The Invoice satisfies all the program matching rules.
The Invoice does not satisfy at least one of the program matching rules.
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