Invoice and PO Management
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      How to match an invoice in Kloo

      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.

      Instructions

      1. Login to Kloo
      2. Navigate to Accounts payable
      3. Then to Invoice management (or Invoice matching)
      4. 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)
        In review Invoice - kloo
      5. Either confirm the suggested match or toggle on manual matching to view all purchase requests that you can match with the invoice
        Purchase request Invoice - kloo
      6. Select the chosen purchase request and click 'Match' to complete the match