When 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:

Open

When it is an item invoice, the item lines tab is automatically opened instead of the accounting tab.

Open

Flow

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).

This causes all invoices to be automatically categorized as item invoices upon arrival, regardless of whether a valid purchase order number exists or not.