If you use the order module in Easy Invoice, it is possible to set matching tolerances. This may already be set up for you, but you might not have a clear understanding of the options/limitations.
The screen that only we (Easy Systems) can fill in/edit offers the following options:
Match validations (header)
This option checks the total of all non-order amounts against the header of the invoice. An absolute or relative value can be set for this.
Match validations (line)
This option validates the amounts of the lines when matching invoices. This can include fields such as item quantities, line amounts, etc.
- Absolute: Absolute amounts are checked and applied to the lines when matching.
- Relative: A percentage of the amounts is checked and applied to the lines when matching.
Match validations (cost line)
This option checks the cost line itself against the header of the invoice.
- Absolute: Absolute amounts are checked and applied to the difference lines when matching.
- Relative: A percentage of the amounts is checked and applied to the difference lines when matching.
Match validations (other costs)
This option validates the amounts of the other cost lines when matching invoices.
- Absolute: Absolute amounts are checked and applied to the other cost lines when matching.
- Relative: A percentage of the amounts is checked and applied to the other cost lines when matching.
