Get Thoughtful+ Insights

Automation news, RPA best practices, and time and money-saving tips, straight to your inbox.

PO

Purchase Order Matching

After retrieving the Vendor invoice and Purchase Order, the bot checks that each quantity, item, and amount on the invoice match what is on the Purchase Order.

Industry:

Finance/Accounting

All Industries

Retail

Function:

Accounts Payable

Steps

  1. Get Vendor invoice from either email, web portal or other source.
  2. Scan invoice for Purchase Order.
  3. If found, get matching Purchase Order from predefined source.
  4. Check each line of invoice and verify against quantity, item and amount on the Purchase Order.
  5. If everything matches, mark invoice approved.
  6. If anything does not match, add invoice and purchase order to exceptions folder and log in report.

Popular Applications

Our services are not limited to these applications. This bot is available for any cloud based application.

Bill.com
Bill.com
Crunch Accounting
Crunch Accounting
FinancePal
FinancePal
FreshBooks
FreshBooks
Infor
Infor
Microsoft Dynamics GP
Microsoft Dynamics GP
NetSuite
NetSuite
ProfitBooks
ProfitBooks
QuickBooks
QuickBooks
Sage Intacct
Sage Intacct
SAP
SAP
Xero
Xero
ZarMoney
ZarMoney
Zoho Books
Zoho Books
Slack
Slack
Microsoft Excel
Microsoft Excel
AccuPoint
AccuPoint

Share

PO

Book a demo of this bot

A no obligation way to understand how automation can increase efficiency, productivity, and accuracy.

Related