--- title: How do I set up a Matching Rule? description: If you're looking to match any of your following documents, you would need to first create a Matching Rule  To create a Matching Rule,  1. Go to Workflows > Matching  2. Click on the plus sign to crea --- [Skip to content](https://help.file.ai/how-do-i-set-up-a-matching-rule#main-content) English Show submenu for translations [Customer portal](https://customerportal.file.ai/customerportal?hsLang=en) ![fileAI Logo—White.png\]](https://help.file.ai/hs-fs/hubfs/fileAI%20Logo%E2%80%94White.png?height=40&name=fileAI%20Logo%E2%80%94White.png) Open main navigation Close main navigation - English Show submenu for translations - [Customer portal](https://customerportal.file.ai/customerportal) - Go to bluesheets.io Go to bluesheets.io Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Help Centre](https://help.file.ai/?hsLang=en) 2. [Working with Processed Files](https://help.file.ai/working-with-processed-files?hsLang=en) # How do I set up a Matching Rule? **If you're looking to match any of your following documents, you would need to first create a Matching Rule ** - Invoice <> Purchase Order - Invoice <> Delivery Order - Purchase Order <> Delivery Order **To create a Matching Rule, ** 1. Go to Workflows > Matching  2. Click on the plus sign to create ![](https://help.file.ai/hs-fs/hubfs/image-png-Oct-23-2024-06-35-31-4243-AM.png?width=1816&height=763&name=image-png-Oct-23-2024-06-35-31-4243-AM.png)   **There are two levels of Matching that you can choose from** ***(a) Header Fields matching (General)*** - Document Header Fields to be used for matching of documents - Invoice number *OR* - Purchase Order(PO) number *OR* - Delivery Order(DO) number - Document Header Fields to be used as criteria for matching threshold for discrepancy - Total - Subtotal - Tax amount - Total quantity ***(B) Line items matching  (Advanced)*** - Document Table Columns to be used to relate line items between matching documents - Description *AND/OR* - Code - - Document Table Columns to be used as criteria for matching threshold for discrepancy - Quantity - Unit Price    **Depending on your requirements, you can also set the Matching Rule to be applied to** - **All** contacts *OR* - **Selected** contacts (Note: If you can't find your contact in the list, do a search for it as the list may not be too long to display) ![](https://help.file.ai/hs-fs/hubfs/image-png-Oct-23-2024-06-39-38-9474-AM.png?width=1567&height=908&name=image-png-Oct-23-2024-06-39-38-9474-AM.png)   **An example of a complete Matching Rule would look like this if you're looking to match an Invoice with a Delivery Order (DO) by** - Using Delivery Order (DO) number as the matching field *and*  - Using the Total of both documents for discrepancy ![](https://help.file.ai/hs-fs/hubfs/image-png-Oct-23-2024-06-42-25-6732-AM.png?width=1565&height=654&name=image-png-Oct-23-2024-06-42-25-6732-AM.png) ![](https://help.file.ai/hs-fs/hubfs/image-png-Oct-23-2024-06-43-47-1554-AM.png?width=1551&height=903&name=image-png-Oct-23-2024-06-43-47-1554-AM.png) - [Product Release Notes](https://help.file.ai/product-release-notes?hsLang=en#main-content) - [Q3 2024](https://help.file.ai/product-release-notes?hsLang=en#q3-2024) - [FAQs](https://help.file.ai/faqs?hsLang=en) - [Get Started](https://help.file.ai/get-started?hsLang=en#main-content) - [About fileAI](https://help.file.ai/get-started?hsLang=en#about-fileai) - [Login & Account](https://help.file.ai/login-account?hsLang=en#main-content) - [Workspaces](https://help.file.ai/login-account?hsLang=en#workspaces) - [Organizations](https://help.file.ai/login-account?hsLang=en#organizations) - 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