The Auto-Match feature in the Reconciliation page allows you to match your invoices automatically and speed up your supplier statement reconciliation.
📌TIP: If you haven't selected the supplier name previously, it won't find a match. You can go back and select a supplier name from the Inbox list, or from the View > Edit Statement tab.
Go to the Inbox folder within the Supplier Statement folder.
Click View to open the supplier statement you uploaded previously.
From the Edit statement tab, select the supplier if it's not showing automatically.
If the supplier isn’t available, you can create it. If you have just created it, refresh the page.
Once you've selected a supplier, go to the Reconciliation tab.
By default, it will run the auto-match feature automatically. If necessary, click Auto-Match to refresh.
When you click Auto-Match, it automatically searches and finds matching invoices for the supplier statement.
Once it finds a match, the system will mark the invoice as "Matched" in green.
📎NOTE: Auto-Match will only find invoices where the supplier name, invoice number, date and amount on the statement match an invoice in the Purchases folder. If it doesn't find a full match, you can use the Find match option to search manually instead.