Matching Invoices and Receipts

You can send invoices to be OCR scanned as explained here.

Once they are in the system, if they cannot be auto-matched to a Purchase or an Expense you can match them yourself or create a new Purchase from the invoice.

To match an invoice to a purchase:

• Go to "Tasks" > "Invoices"

• Select the Unmatched Invoice you want to match
• Scroll to the bottom of the page, search for the corresponding Purchase or Expense and click "Match" 

To generate a new Purchase from the invoice:

• From the unmatched invoice select "No Matches Found? Create New Order."