Filtering Line Matches

  • 07/07/2022
  • 3 minutes to read

When you manually match documents and handle matching discrepancies, it may be useful to narrow down the list of potential matches to make it easier to identify the correct one, especially if your organization receives large numbers of documents. You can easily do this using a number of predefined filters, as described below.

To filter the list of matches

The filtering is carried out from either the Invoice Matching page or the Credit Memo Matching page, depending on what type of document you choose to match against in the document journal.

To open one of these pages and apply filters to the lists of matching document lines, follow these steps:

  1. Choose the Search icon, enter Document Categories, and then choose the related link.

  2. Select the PURCHASE code to open the document journal.

  3. In the document list, select the document that you want to match against other documents.

  4. In the action bar, select Process > Match Lines.

  5. In the Match Overview, a number of relevant lines from potentially related documents are listed in two overall line sections, depending on what type of document you selected in step 3 above. To filter these lists, select Process in the action bar, and then select the filter(s) that you want to apply:


    FilterDescription
    Filter on Order No.Filters the lists to display only lines with the order number that's referenced in the invoice or credit memo and recognized by Document Capture.
    Filter on Unmatched OnlyFilters the lists to display only lines that haven't yet been matched.
    Filter on Match DifferencesFilters the lists to display only lines in which the direct unit costs differ. For example, if you selected an invoice in step 3 above, lines that have different values in the fields Direct Unit Cost (Order) and Direct Unit Cost (Invoice) will be displayed in the lists when this filter is applied.

  6. To clear a selected filter, simply select Process in the action bar, and then select the relevant filter again.

See also

Manual Document Matching
Handling Discrepancies, Including Partial Matching