Purchase order matching

Where to find it

Incoming invoices → open an invoice → Purchase Orders / line items panel

✅ Common tasks

Review PO matches

1. Open the incoming invoice detail page.

2. Look at the Purchase Orders card.

3. Scroll the card to see more purchase orders.

4. Open the line items panel to review assignments.

A red alert icon means at least one listed purchase order is a mismatch.

Open line items

1. Click Line items in the Purchase Orders card.

2. Or click a purchase order row if it is interactive.

3. Review or edit the line items in the panel.

The open button only appears when you can view or edit invoice line items.

Assign invoice lines

1. Choose a purchase order invoice line in the selector.

2. Search by invoice number, description, or invoice date.

3. Pick a line item to save it immediately.

The selector only shows archived=false invoices for that supplier.

🔗 See also

• Incoming invoices

• Reviewing and editing incoming invoice line items

• Purchase orders

• Purchase order line items and fields

• Linking invoices to purchase orders and receipt status