Accounting & Finance · Matching & exception checks
Invoice intake & processing
A vendor invoice arrives by email. Its details are extracted and checked against the purchase order, a price difference goes to the approver, and the invoice is routed and filed.
- 1Invoice received
- 2Details extracted & checked
- Approver reviews
- 4Routed & filed
Invoice date: Oct 1 · Terms: Net 14 · Due: Oct 15
Customer PO: PO-1177
120 × Pipe fittings, 2 in. .......... $3,960.00
12 × Gate valves .......... $690.00
Freight .......... $162.60
Total due: $4,812.60
Ready
A vendor invoice arrives by email. Its details are extracted and checked against the purchase order, a price difference goes to the approver, and the invoice is routed and filed.
Press Run the workflow to follow the document through each step. It will stop when a person needs to decide.
What this demonstrates
- Invoice details captured without retyping, each linked to where it appears.
- A duplicate check and a purchase-order comparison before anyone approves.
- Only the exception reaches a person; the rest is routed and filed.
Where a person stays in control
The approver decides what happens with the difference. Nothing is paid or posted by the workflow.
In a real workflow
In practice, a workflow like this starts when an invoice reaches an accounts-payable inbox, and hands approved invoices to the accounting system your team already uses.
Start a discovery
What is your business still doing manually?
Tell us about one process that takes too much of your team’s time. Michael personally reviews every discovery request.