Matching FAQ
What is invoice matching?
Invoice matching links an invoice to its PO and receipt to verify that the purchase was authorized and the goods or services were received. Matching helps prevent paying for items that were never ordered or never delivered.
What is the difference between two-way and three-way matching?
- Two-way matching: invoice against PO. Verifies what was invoiced matches what was ordered (quantities, prices, line items).
- Three-way matching: invoice, PO, and receipt. Verifies what was invoiced matches what was ordered and what was actually received.
Three-way provides stronger controls but requires receipt data. Enable receipt matching in your entity feature toggles.
What happens when matching fails?
If no PO matches, the line-item three-way match rule fails and the invoice surfaces a validation failure notice. From there you can:
- Manually match by opening the invoice's Items tab and clicking Search purchase order on the line you want to match.
- Request a rule-severity override via your Mod AI implementation manager if your team does not require a PO match for some workflows.
How does the agent find the right PO?
The agent uses several signals to score candidate matches:
- Vendor name on the invoice and PO.
- Invoice amounts vs. PO amounts.
- Line item descriptions and quantities.
- PO numbers referenced on the invoice.
- Historical matching patterns.
It ranks suggestions by confidence. High-confidence matches apply automatically.
Can I manually match an invoice to a PO?
Yes. Open the invoice detail page from the Invoices list. In the Items tab on the right side, each line item has Search item, Search purchase order, and Search Line Item/Purchase Order buttons. Click Search purchase order on the line you want to match, search for the right PO by number, vendor, or amount, and pick it. Manual matches are treated the same as automatic matches.
See Matching for the full walkthrough.
What are match scores?
A match score is a confidence percentage on a candidate match. Higher means stronger.
- 90 to 100: very high confidence. Vendor, amounts, and line items align closely.
- 70 to 89: good confidence. Most details match, some fields differ slightly.
- Below 70: lower confidence. Review carefully.