You'll see the matching status No PO reference against an invoice if iCompleat couldn't find a PO reference/number on the invoice.

In this scenario it's likely that the matching order is somewhere in iCompleat & you manually match it to the invoice.

You can do this in one of two ways:

• Enter the PO number during invoice processing
• Use the Find a PO button

Follow the steps below for both methods.

An iCompleat administrator needs to enable invoice matching in iCompleat to resolve this matching status.

Enter the PO number during invoice processing

Entering the PO number during invoice processing prompts iCompleat to search for the matching PO and automatically perform a match.

1. On the homepage, click Manage invoices.
2. Click the invoice with the status No PO reference.
3. In the bottom-right of the invoice summary page, click Edit.
4. To the right of the Purchase order reference field, click the edit icon.
5. In the Purchase order reference field, type the PO number.
6. Clickt Save.
7. Edit any missing fields on the invoice as normal.

   When you're ready to submit the invoice for approval, click Submit, & select a workflow.

   
8. The invoice is now in your Submitted tray!

   The matching status of the invoice and the corresponding order is now Matched.

   

Find a PO

1. On the homepage, click Manage invoices.
2. In the tray where the invoice is, hover over the invoice in the PO match column, & click Find a PO.
   
3. Select the correct supplier from the drop-down.
4. A list of unmatched orders from the supplier appears.

   Click the correct order.

   Click the black arrow on the left of an order to see its line details.

   If you have Receipting switched on for the supplier, you'll only see fully receipted orders available to match.

   
5. Click Match,  then click Match again to confirm.

6. The invoice is now fully matched to the order, & the matching status of both the invoice and the order is Matched.