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      Enforce confirmed matches before workflow assignment

      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).

      1. On the platform, navigate to the Settings tab on the sidebar and select Configurations.

      2. Select the Invoices tab to see all invoice-related configurations.

      3. 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.