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.
Buyers can view matching rules in the Program details.
Matching statuses
| Some required documents are missing. | |
| All the matching rules are satisfied. | |
| At least one matching rule is not satisfied. |
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