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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

Crunch Accounting

Crunch Accounting
Crunch Accounting

FinancePal

FinancePal
FinancePal

FreshBooks

FreshBooks
FreshBooks

Infor

Infor
Infor

Microsoft Dynamics GP

Microsoft Dynamics GP
Microsoft Dynamics GP

NetSuite

NetSuite
NetSuite

ProfitBooks

ProfitBooks
ProfitBooks

QuickBooks

QuickBooks
QuickBooks

Sage Intacct

Sage Intacct
Sage Intacct

SAP

SAP
SAP

Xero

Xero
Xero

ZarMoney

ZarMoney
ZarMoney

Zoho Books

Zoho Books
Zoho Books

Slack

Slack
Slack

Microsoft Excel

Microsoft Excel
Microsoft Excel

AccuPoint

AccuPoint
AccuPoint

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