Productivity
Match invoices to orders
Purchase order, receipt and invoice, with every exception explained.
Fill it in
Orders, receipts and invoices.
Difference to accept without flagging.
%
Price, quantity, missing, duplicate.
Your prompt
Match the documents in , tolerance 2%. Categorise every exception rather than counting them: price difference, quantity difference, no receipt, no order, and duplicate invoice. Each has a different owner and a different fix, and a single exception count sends all of them to the same person. Duplicates are the expensive ones. The same invoice submitted twice with a slightly different reference clears both times, and it is invisible in a total. Match on quantity AND value, not either. A price right and quantity wrong nets out across a batch and the error survives. Say what percentage matched cleanly. That number is the health of the process, and it is the only line a finance director reads.
Continue and pick your folderOpens with everything above already filled in.
Why this works
The same invoice submitted twice with a slightly different reference clears both times and is invisible in a total. This categorises exceptions by type, since each has a different owner, and reports the clean match rate, which is the health of the process.