Purchase invoices reference
Match approval states
The Approval column and filter show the review of the 3-way match, not approval to pay. With a bill payment approval policy on, the filter is labelled Match Approval.
| Chip | Meaning |
|---|---|
| Pending Approval | The 3-way match found a difference, so the invoice waits for someone to review it. |
| Approved | Someone reviewed the invoice and approved it. |
| Auto-Approved | The 3-way match came out clean, so no review was needed. |
| Rejected | Someone reviewed the invoice and rejected it. |
Payment approval states
Approval to pay is tracked separately, on the invoice's payment panel. With a bill payment approval policy on, the list adds a Payment Approval filter and a My approvals filter for bills waiting on you.
| State | Meaning |
|---|---|
| Not requested | Nobody has asked to pay this bill yet. |
| Awaiting approval | A payment request is waiting on an approver. The invoice's panel shows Pending Approval. |
| Approved | The payment is approved. The panel shows how much is Approved to pay. |
| Rejected | An approver rejected the payment request. |
See Request and approve a bill payment and the Approval status reference.
Payment-due chips
Overdue, Due Today, Due Soon, All — driven by each invoice's terms and due date. The Aging Report buckets the same data; the Variance Report surfaces price differences against the PO.
Columns
Id, Invoice #, PO Number, Items, Total, Supplier, Status (Unpaid → Partially Paid → Paid), Approval, Match (the 3-way verdict), Tags, Documents, Invoice Date, Terms, Due — 18 in all, chosen via the column selector.
The 3-way match
Per line, the match compares PO qty & price, received qty, and invoiced qty & price:
- Match — quantities and prices agree across all three.
- Price variance — invoiced price differs from the PO price.
- Qty mismatch — invoiced quantity differs from what was received.
Tiles above the grid total each category. Concept: Invoicing and the 3-way match.