Guides

Guides

How to run a three-way match before money moves, what to do when the goods receipt is missing, a month-end hold-review checklist, and the line a clean match never crosses — for AP controllers who need every exception surfaced with its hold reason.

job

Core job

How to three-way match an invoice before paying it

Link invoice, purchase order, and goods receipts by purchase-order ID and SKU, compare quantities and unit prices against supplied tolerances, and read the exceptions-only report before any payment decision.

Last reviewed 2026-08-23

failure

When it goes wrong

When the goods receipt is missing

Why an invoice without a receiving record stays on hold instead of closing, how receipt-missing differs from other holds, and who resolves it.

Last reviewed 2026-08-23

checklist

Checklist

Month-end invoice hold review checklist

A pass over the month's held invoices: duplicate check first, then receipt gaps, then currency conflicts, then quantity and price variances, in the order that clears the most noise fastest.

Last reviewed 2026-08-23

boundary

Limits and handoff

What a clean match does not authorize

Matched is a statement about documents, not about money: why the clean result carries no payment approval, and where the handoff to humans happens.

Last reviewed 2026-08-23

Core job

How to three-way match an invoice before paying it

When it goes wrong

When the goods receipt is missing

Checklist

Month-end invoice hold review checklist

Limits and handoff

What a clean match does not authorize

Open the MatchHold workspace