Matching an in invoice to a PO
Matching invoices accurately is crucial for maintaining financial integrity in your business. In Kloo's Accounts Payable Platform, we've streamlined the process to ensure it's quick, easy, and error-free. Follow these steps to match an invoice with ease.
- Login to Kloo
- Navigate to Accounts payable
- Then to Invoice management (or Invoice matching)
- Identify the invoice you want to match and select the arrow to match (if there's a robot icon to the left of the arrow, Kloo AI will have already have a suggested match)
- Either confirm the suggested match or toggle on manual matching to view all purchase requests that you can match with the invoice
- Select the chosen purchase request and click 'Match' to complete the match