Improving automatic linking for PO Matching

⚡️What is Automatic Bill-to-PO line linking?

If the PO number is listed on the invoice, Routable will scan the invoice for the purchase order number and attempt to automatically link individual bill lines to line items on the PO. 

• Routable uses OCR + AI + algorithmic matching to auto-link bill lines to PO lines using the method with the highest confidence. Linking is based on similarity between:
  • A line item's description on the bill and an expense/item's name and description on the PO. 
  • An item code recognized from the bill and expense/item's name or item code on the PO.
  • If a NetSuite item name, item code, or description isn't similar to what is on bills, then auto-linking will not occur. 
• Once a line is linked, PO coding details (Class, Location, Department) get auto-applied to the payable header and linked bill line items. 
• Line items get automatically classified as expenses or inventory lines, making bill creation a breeze.

Automatic Bill-to-PO line linking: What to expect

🙋‍♀️ What if bill lines fail to automatically link to a PO line?

This may be due to the bill line not existing on the PO or the memo/description on the bill line not matching the name or description of any PO lines.

To improve bill-to-PO line automatic linking:

• Ensure the description on your vendor bills match the descriptions or names on your PO lines as closely as possible
• Ensure the line items included on bills are also included as line items on the PO

Note: You can always pay bills with line items not linked to POs by treating them as discrepancies.