The None matching status might appear against an order for several reasons, including:

• You have multiple companies in iCompleat & the setting Do Not Match is selected for invoice matching in Company management for one of your companies (all orders for that company will have the matching status None).
• The order has previously been matched to an invoice but a user has manually unmatched it.
• An order is awaiting a matching invoice to arrive in the system.
• A Supplier Mismatch or Please Select Supplier status has been applied to an invoice, leaving the matching order with a matching status of None.

There are two ways you can resolve the matching status None from the invoice tray:

• Switch on & perform matching
• Manually find a PO to match with the invoice

You need to enable invoice matching in iCompleat to resolve this matching status.

Perform matching

If you have multiple companies in iCompleat & you have the Do Not Match setting in place for invoice matching, invoices & orders will have the matching status None.

If you want iCompleat to perform matching on existing invoices & orders in the system, you can adjust your matching settings in Company management & perform matching direct from the invoice tray.

Go to Enable invoice matching to see how to configure your invoice matching settings.

Once you've enabled matching, follow the steps below to perform matching.

1. On the homepage, click Manage invoices.

2. Go to the tray where your invoice is.

   Hover over an invoice with the matching status None in the PO match column & select Perform matching now.

3. The matching status of the invoice updates according to your company's matching settings.

   Go to Matching statuses explained to learn about the various matching status that might occur.

Find a PO

You can manually find an order to match to an invoice with the matching status None.

This option will change the matching status of both the invoice & the order to Matched regardless of whether it's a full match or not.

1. On the homepage, click Manage invoices.
2. Hover over an invoice with the matching status None in the PO match column, & select Find a PO.
3. A list of unmatched orders appears.

   Ensuring the correct supplier is selected from the drop-down, click the correct order & select Match.

   Select the black arrow to 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.

   
4. Click Match to confirm.
5. That's it!

   The matching status of both the invoice and the order updates to Matched.