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Når man bruger match-modulet i BatchFlow, får man adgang til nogle flere felter, mapper et nyt interface og tilhørende grupper til rettigheder.
Fakturatype
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Når det er en varefaktura åbnes fanen varelinjer i stedet for kontering automatisk:
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Mapper
Der findes en række mapper som viser hvor langt en faktura er i match-processen, så man kan danne sig et hurtigt overblik.
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Fra disse mapper vil man kunne åbne match-interfacet til at matche fakturaer via knapppen Match:
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Flow
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Indkøbskreditorer
På kreditorkortet kan man sætte at kreditoren kun er til varefakturaer (indkøbsordrer).
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Dette gør at alle fakturaer automatisk bliver sat til dokumenttypen varefaktura ved ankomst - uagtet om der findes et gyldigt indkøbsordrenummer eller ejWhen using the matching module in BatchFlow, you gain access to additional fields, a new interface, and corresponding permission groups.
Invoice type
A invoice will have different "flows" depending on whether it is a creditor invoice or an item invoice. When an invoice arrives in BatchFlow, it will either be automatically categorized as an item invoice due to the email address it was sent to, or because the purchase order number matches an active purchase in the ERP system.
It will always be possible to change the document type of an invoice:
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When it is an item invoice, the item lines tab is automatically opened instead of the accounting tab.
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Flow
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It will be possible to set up automatic workflow for a user on all invoices that do not match automatically 100%.
This can be defined, for example, via the reference on the invoice or the responsible/purchaser on the purchase order..
Purchasing creditors
On the creditor card, you can specify that the creditor is only for item invoices (purchase orders).
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This causes all invoices to be automatically categorized as item invoices upon arrival, regardless of whether a valid purchase order number exists or not.