Compare an invoice with its purchase order.

What you need

A readable invoice, its matching approved purchase order and authorized amendments, with dates and currencies. Start with one past case and remove bank details and unnecessary personal data before sharing files with an approved assistant. A partial invoice, discount or amendment may explain a difference. Matching documents do not prove that goods or services were received or that payment is approved.

Getting started

1. Confirm the purchase order version, supplier and reference linking the documents, then give each used page or row a reference.
2. Request a comparison of the values present, separating tax-inclusive and tax-exclusive amounts, missing information and ambiguous matches.
3. Have the owner reread the documents and verify calculations. Confirm receipt separately and follow the usual payment approval process.

What you can measure during a pilot

Amount accuracy, errors found and verification time.