Enforcing invoice confirmed matches before assigning to workflow
This feature toggle requires Match Type for invoices to be set as 'Confirmed' before they are assigned to a workflow. This aims to solve previous issues we have raised with invoices marked as 'suggested match' or 'no match' being sent to approval workflows.
Note: This feature is only available for Organisation Admins (OAs).
-
On the platform, navigate to the Settings tab on the sidebar and select Configurations.
-
Select the Invoices tab to see all invoice-related configurations.
-
At the bottom, you can now see the toggle available to enforce confirmed matches before assigning an invoice to a workflow. Tap the toggle to turn ON the function.
Toggling this function indicates that invoices without a confirmed match to a purchase order cannot be assigned to a workflow, based on the configurations we have set.
Check out our platform demo below to view a walkthrough of this latest feature as well as other enhancements.