🌟 From Premium
After sending a purchase order, we wait for the receipt of the ordered goods or services.
Once an invoice arrives, the software attempts to make a 3-way match. We compare the order, the receipt registration, and the invoice with each other. If everything matches within the set tolerances, the invoice is automatically approved and booked in the accounting software.
If the receipts are not registered, an automatic match cannot be made when an invoice arrives.
Sometimes, you have suppliers with whom specific agreements have been made regarding advance payment or where the receipt registration is less important. In these cases, you can have receipts automatically booked in by the software.
Automatically Booking Receipts
- Go to the Administrator module.
- Click on 'Master Data' in the menu bar and then click on 'Relations'.
- Click on the specific relationship.
- Click on Supplier Information at the top.
- Then,click on the + .
- Enter the amount up to which receipts can be automatically booked in.
- Click on 'Save' in the bottom right corner.
From now on, purchase orders (approved purchase requests) from this supplier up to the amount you specified will be registered as received automatically!