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What if an invoice comes in before the PO is created? Or when a PO is closed and then reopened?
In these scenarios, once the PO has been created or reopened, you'll need to trigger a rematch on the invoice(s) that correspond to the PO.
To do this, enter into the PO field, and then click the Refresh button at the bottom of the drop-down. The AI will then perform PO matching as if the invoice had just been ingested!
What happens if I remove all predicted POs from an invoice?
If all POs are removed from an invoice, all item lines will be converted to expense lines.
If the invoice has an associated PO, make sure to add the PO number before removing all other POs so the item lines remain!