How can I see if an invoice is matched to a purchase order? - NextGen

Modified on Fri, 08 Mar 2024 at 10:10 AM

This article relates to the Quadient AP NextGen UI, which is being released to our customers on a rolling basis. To learn more about the NextGen UI, please reach out to your Customer Success Manager

There are two ways to view if an invoice is matched to a purchase order: the Linked Transactions view in the purchase 

order details, and the Advanced Filters to view multiple purchase orders matched to invoices. 

View invoices matched to a purchase order using Linked Transactions

The Linked Transactions view lets you see any invoices, purchase orders, payments, or expenses matched to a specific item. In the Purchase Order module, click into the purchase order details view. Click on the link icon to open the Linked Transactions view. From here you can see any invoices matched to the purchase order, and a brief outline of the invoice details. 

View invoices matched to a purchase order using Advanced Filters

Advanced Filters' filtering options and list view configurations provide easy and flexible access to the information you need at a glance. You can learn more about Advanced Filters here.

In the All tab of the Purchase Order module, select the Matched to Invoice filter. Select Yes to view all purchase orders with invoice matches. 

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