This new feature on the invoice edit screen provides an extra reference to help you process invoices
The invoice edit screen is your last point of contact with an invoice before you submit it to a workflow, so it’s important that it contains all the information you need to code the invoice correctly and send it for approval. Therefore, we’ve added a new Purchase Order Reference field to the invoice edit screen to add extra context to the invoice you’re processing.
Whether an invoice is fully matched, part-matched, over-matched, or has a supplier mismatch status, the invoice edit page now displays the purchase order number of the matching order to remind you that the invoice has been matched.
You can still get a detailed view of the invoice’s matching status under the ‘Match’ column in the invoice tray, or on the invoice summary screen.
The new Purchase order reference field:
- Assists with invoice matching
- Adds context to unprocessed invoices
