How to match your purchase order with the vendor bill?

When a bill comes in from a vendor or from your employee, you can match the purchase order automatically.

Peakflo will use OCR (optical character recognition) to scan the information in the bill. You will first need to forward the bill to the OCR email ID, which you can find by clicking on the three dots in the Bills section.

How to match purchase orders to bills in Peakflo: 

1. To match the PO to the bill, go to the “Bills” tab under “Payables”.

2. Hover over the bill that you want to match with a PO, then click on the pencil icon on the screen. 

3. Once the bill is opened, click the “Match PO” button.

4. The list of POs will be shown and you can choose the PO that matches the bill and click on “Proceed”.

5. Peakflo will automatically match the PO line items to the bill line items and flag the mismatches.

6. If there’s a mismatch, it will appear as a warning, and your AP team can leave comments and tag the stakeholders to resolve the warnings.

7. Once the PO is matched to the receipt note, in the bills and reimbursement table view, you can see the matched PO in the "PO Number" column.