Invoice MatchingAn OperaLayer app for Microsoft Dynamics NAV.
Every supplier invoice is read and checked against its purchase order in Navision, so your team only looks at the ones that need a decision.
What changed at a B2B supplier
An electrical and industrial supplier buys from about a hundred vendors, and every vendor sends its invoice in its own layout. One app now reads all of them and checks each line against Navision.
A morning of invoices, sorted before anyone opens one
Every invoice gets a status as soon as it is read. The ones that agree with the order are ready to post, and each problem carries its reason on the row.
How an invoice goes through
Drop in a pile of PDFs or take a photo
Invoices arrive the way suppliers send them. Up to 50 files go in at once, and each joins the queue on its own.
“Buyers are matching invoices to POs by hand because every supplier sends the PDF in a different format. Two people, every morning.”
What the app took over
- BeforeEach PDF opened, retyped, and checked against the order by hand
- NowInvoices read and checked against Navision as they arrive
- NextInvoices read straight from the email inbox, and a direct connection to Navision
Questions
Which invoice formats does it read?
PDFs, scans, and phone photos, in any layout and language. Each supplier's layout is remembered for the next invoice from that supplier.
What happens when it is not sure about a field?
Every field carries a confidence score. When the score is low, or a line does not agree with the order, the invoice waits for a person with the reason shown on the row.
Does it post to Navision on its own?
Only invoices that agree with the order and pass your tolerances are ready to post, and a person confirms the export. Who confirmed it and when stays in the audit trail.
Can it work with an ERP other than Navision?
The app in production runs on Microsoft Dynamics NAV. For another ERP we look at how it shares purchase orders and accepts invoices before we scope the app.
How long does it take to set up?
Four weeks to live. In the first week you see a working prototype on your own invoices.
Get Invoice Matching
Tell us how supplier invoices reach your team today. We will show you the app working on a few of them.
