It is possible to add exceptions to the matching of an invoice, for example, to a purchase order. You can read how to set this up here.
🌟 This step is available for Enterprise subscriptions
The Enterprise subscription allows you to specify matching configurations based on administration, supplier, and invoice type. If no exception applies to an invoice, Easy1 will always revert to the default configuration (at the top).
Step-by-step guide
- Go to the main screen of the Matching Configurations.
- Click on Add Exception to create a new exception configuration and enter the required details.
- After creating it, click on the card of the newly created configuration.
- Add filters to apply the configuration to an administration, supplier, and/or invoice type. Click on Adjust Filters to configure the filters.
- At the top of the page, go to the Matching Configuration tab.
- Enter an automatic matching period if waiting for receipts for automatic matching is allowed.
- Enter a VAT difference if rounding differences may be processed automatically.
Note: The input is only activated if the toggle is set to green.
Benefits
✅ Time-saving
Setting tolerances eliminates the need to spend time on minor discrepancies.
✅ Increased automation
No manual actions are needed for ‘standard’ invoices.
✅ Error reduction
Less chance of errors, as the software performs the actions.
Example scenarios
Example 1:
A purchase request has already been approved in advance by one or more budget holders. An invoice that falls (approximately) within the expected amount no longer requires separate approval.
Example 2:
For small discrepancies, the difference is automatically processed without requiring action from a financial employee. For higher amounts that still fall within the company's tolerances, you can configure it so that the employee reviews the invoice before it is automatically matched and booked.
With Easy1, you can configure both scenarios per administration.