Build your supplier invoice matching queue.
Compare supplier invoices with purchase orders and receipt records.
How to build your supplier invoice matching queue
Describe the job
Compare supplier invoices with purchase orders and receipt records.
Review the first version
Choose how the accounts payable coordinator records the invoice and how the work reviewer reviews the next step.
Refine the views
Ask First to adjust the fields and views for the people who will use the app.
Test before sharing
Walk through the process with a sample record and check who owns the next action.
A supplier invoice matching queue example
A supplier bills ten units but receiving recorded eight.
Supplier invoice matching queue example
- Record
- Supplier invoice matching queue · 01
- Owner
- Accounts payable coordinator
Current stage · Accounts payable coordinator
Open the invoice
A supplier bills ten units but receiving recorded eight.
Read the full walkthrough
Open the invoice
A supplier bills ten units but receiving recorded eight.
- Record:
- Supplier invoice matching queue · 01
- Owner:
- Accounts payable coordinator
Review the decision
Keep the two-unit difference visible before approval and retain links to both source records.
- Stage:
- Review pending
- Owner:
- Work reviewer
Keep quantity and price variances visible
Keep quantity and price variances visible before an invoice decision.
- Next action:
- Keep quantity and price variances visible before an invoice decision.
- Owner:
- Finance approver
What to include in your supplier invoice matching queue
Keep the invoice in context
Keep invoice, order reference, receipt reference, quantity variance, price variance and decision together so the next person can understand the request or record.
When the next step needs a decision
A supplier bills ten units but receiving recorded eight. Keep the two-unit difference visible before approval and retain links to both source records.
Keep decision visible
Keep quantity and price variances visible before an invoice decision.
Choose what each person needs
Give the accounts payable coordinator a working view and the work reviewer a review view. Keep invoice and order reference attached to the decision as the work moves between them.
Questions about supplier invoice matching queue
Start with invoice, order reference, receipt reference, quantity variance, price variance and decision. Describe who enters the information and who reviews the next step.