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

To create a Matching Rule,

1. Go to Workflows > Matching

2. Click on the plus sign to create

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)

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