Tips for better automatic matching of invoices

We have produced a list of topics to help you get the most out of IRIS Invoice Matcher.

• Help IRIS Invoice Matcher recognise the invoice fields

• Make sure your VAT periods are open

• Managing duplicate invoice numbers

• Update your GRN's in a timely manner

• Request suppliers always display the purchase order number on their invoices

• Make sure the invoice net value and the sum of the line net value match

• Make sure suppliers send invoices to the correct email address

• Remind users not to post invoices manually in IRIS Financials Purchasing

• Make sure the INVMATCH user has all necessary security roles

• Make sure only one invoice is contained in a PDF

• Make sure your purchase order detail lines are accurate and IRIS Invoice Matcher knows where to find them

• Accessing the IRIS Invoice Matcher Error Log

• Re-polling IRIS Invoice Matcher