Compare invoice and order
Upload the invoice and order. ActaFlow compares quantities, amounts and references and prepares the table of differences to be verified.
The request
Compare the quantities and amounts on the invoice and order. Prepare a table of differences for the contact person to verify.
ActaFlow organises the steps of the request. Add the documents and check the data before using the result.
The workflow steps
- Upload the invoice and orderChoose the documents for the same supply and add the quote or delivery note, if available.
- Read the quantities and amountsActaFlow reads the line items, quantities, prices, dates and references in the documents.
- Show the differences in a tableActaFlow compares the line items according to the specified tolerances and flags any missing data.
- Verify the differencesThe contact person checks the discrepancies and decides whether to approve them or request clarification.Manager check
- Summarise the outcome for administration and purchasingActaFlow summarises the differences, the documents used and the contact person's decision.
Quantities and prices compared
The table shows the invoice line items alongside those of the order and attachments.
Differences to verify
The contact person finds the mismatched quantities and amounts, with references to the documents.
Outcome for administration
The record captures the designated contact's decision and any clarifications still required.
How you set up the automation
ActaFlow reads the line items, quantities, prices, dates and references in the documents. The contact person checks the discrepancies and decides whether to approve them or request clarification.
What you need
- Legible invoice and matching order
- Quote or relevant confirmations, if applicable
- Comparison fields and tolerances defined by the company
Upload the invoice and order
Choose the documents for the same supply and add the quote or delivery note, if available.
Read the quantities and amounts
ActaFlow reads the line items, quantities, prices, dates and references in the documents.
Show the differences in a table
ActaFlow compares the line items according to the specified tolerances and flags any missing data.
Verify the differences
The contact person checks the discrepancies and decides whether to approve them or request clarification.
Summarise the outcome for administration and purchasing
ActaFlow summarises the differences, the documents used and the contact person's decision.
Describe the work. AI helps you prepare your workflow.
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Frequently asked questions
Is the invoice paid or recorded automatically?
The work ends with the control record to be passed to administration. Payments and accounting entries remain outside this example.
Can I add the delivery note?
Yes. Upload the delivery note for the same supply and indicate which quantities or references to compare. The person responsible checks the reading and the differences in the table.
Can I set tolerances for quantities and amounts?
Yes. Describe the tolerances your company allows and the fields to compare. The person responsible checks the differences on the invoice and order before approving the summary.
How do I try the comparison on an invoice?
Upload a legible invoice and the corresponding order, adding any confirmations or quotes. Indicate the items to check and the person who should review the result.
Check an invoice against its order
Upload the documents and indicate the items to compare. ActaFlow prepares the table to be checked.