Knowledge Base Home
Contact Us
Sign in
  1. Knowledge Base Home
  2. Accounting & Finance Teams
  3. Creating Bills
  1. Creating Bills
  • May 10, 2023 22:11
  • Updated

What is Verified 3-Way Matching

Internal Notes:

  •  

SEO: 


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.

  1. Navigate to Settings → Customize AP Bill Form
  2. Toggle ON Verified 3-Way Matching 
  3. You can enable Require Invoice number. When toggled ON, The Invoice Number becomes a required field.

 

How does it work?

 

Additional Information:

  • Check out the 3-Way Matching article for further information on what 3-Way Matching includes.
Was this article helpful?
0 out of 0 found this helpful
Return to top