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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