The None matching status might appear against an order for several reasons, including:
- You have multiple companies in iCompleat, and 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 and perform matching
- Manually find a PO to match with the invoice
You need invoice matching enabled in iCompleat to resolve this matching status. Go to Enable invoice matching to see how.
Perform matching
If you have multiple companies in iCompleat and you have the Do Not Match setting selected for invoice matching in Company management, invoices and orders will have the matching status None. If you want iCompleat to perform matching on existing invoices and orders in the system, you can adjust your matching settings in the Company management and perform matching direct from the invoice tray.
Go to Enable invoice matching to see how to select your invoice matching settings.
Once you've enabled matching, follow the steps below to perform matching.
Step 1
On the homepage, select Manage invoices.
Step 2
Go to the tray where your invoice is.
Hover over an invoice with the matching status None in the PO match column, and then select Perform matching now.
Step 3
The matching status of the invoice updates according to your matching settings selected in Company management.
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 and the order to Matched, regardless of whether it's a full match or not.
Step 1
On the homepage, select Manage invoices.
Step 2
Hover over an invoice with the matching status None in the PO match column, and then select Find a PO.
Step 3
Ensure the correct supplier is selected from the drop-down.
Step 4
A list of unmatched orders appears.
Select the correct order.
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.
Step 5
Select Match.
Step 6
Select Match to confirm.
Step 7
The matching status of both the invoice and the order updates to Matched.
