What are the benefits of this feature?
The Verified 3-Way Matching feature ensures that your AP team pays for items that have already been received.
Where can I find this feature?
The toggle for this feature can be found in the Customize AP Bill Form Page in Settings.
When toggled ON: AP users can only create & submit bills for received items/quantities. This ensure bills created have been verified for a 3-way match.
When toggled OFF: AP users can create & submit bills even if the items/quantities have not been received.
How to enable Verified 3-Way Matching
To enable/disable Verified 3-Way Matching, you must be a Superuser or have permissions to access to Customize AP Bill Form.
- Navigate to Settings → Customize AP Bill Form
- Toggle ON Verified 3-Way Matching
- You can enable Require Invoice number. When toggled ON, The Invoice Number becomes a required field.
How does it work?
- Check out the 3-Way Matching article for further information on what 3-Way Matching includes.