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  1. Zudello
  2. Documents

Documents

Two and Three-Way Matching

  • Resolving Issues with Purchase Order Matching and Invoice Validation
  • Two and Three-Way Matching

Matching to Contacts

  • Match a Document to a Contact (Customer / Supplier)

Uploading Documents

  • Document Management
  • Create Purchase Requisitions/ Purchase Orders
  • Supported File Types
  • Unsupported Documents
  • Invoice Formatting

Basic Functions for Documents

  • Rescan a Document
  • Print a Document
  • Download a Document
  • Archive and Unarchive Documents
  • Delete a Document

Document Options and Features

  • Coding Documents
  • Item Matching
  • Chat Feature
  • Unrecognised Fields
  • Download a Document's Audit & Approval History
  • Related Attachments
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