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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.

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
Bill.com

Infor

Infor
Infor

NetSuite

NetSuite
NetSuite

ProfitBooks

ProfitBooks
ProfitBooks

Sage Intacct

Sage Intacct
Sage Intacct

Xero

Xero
Xero

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