From the InvoiceHub menu
1. Select Invoice Upload, supplier & PO, enter invoice details and unique invoice filename and upload.
2. Select Match to PO, supplier and PO Number.
3. In the Match to PO box select yes if the invoice is fully matched with the PO and update. Matching process is complete.
4. If the invoice does not match the PO:
- If you wish to adjust an approved PO and match, adjust the approved PO by selecting Adjust PO and then update; or
- if you do not wish to adjust an approved PO, follows steps 5 - 7 below to match.
5. Select the item and update invoice quantity (Inv Qty) and Invoice Unit Price (Inv Unit Price), including any comment with the Remark Icon. Move your cursor outside the boxes when complete to update.
6. Repeat the process for any other items.
7. Select the checkbox Adjust for minor differences if there is a difference of less than $2 and click Update.