You'll see the matching status No PO reference against an invoice if iCompleat couldn't find a PO reference on the invoice. In this scenario, it's likely that the matching order is in iCompleat, and 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.

You need invoice matching enabled in iCompleat to resolve this matching status. Go to Enable invoice matching to see how.

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

   When you're ready to submit the invoice for approval, select Submit, and 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.

   

Use the Find a PO button

1. On the homepage, select Manage invoices.
2. Go to the invoice tray where the invoice it.

   Hover over the invoice in the PO match column, and then select Find a PO.

   
3. Select the correct supplier from the drop-down.
4. A list of unmatched orders from the supplier appears.

   Select the correct order.

   Select 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. Select Match, and then again to confirm.

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