Matching Invoices and Receipts

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

If they cannot be auto-matched by the system 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]" > "Unmatched Invoices"
• Select the Unmatched Invoice you want to review from the list that appears, while making sure you select the correct user. 

• Once the invoice has been opened scroll to the bottom of the page and find the corresponding Purchase or Expense and click "Match" 

• If no Purchase orders or expenses in the list can be  found in the list you can select 'No Matches found? Create New Order' instead at the bottom of the page. 
• Otherwise if the invoice has been sent by mistake it can be closed when you select 'Close Invoice' at the bottom of the page also.