AutoVouch Exception Form Advanced Features

There are four advanced features available on the AutoVouch Exception Form.

• ability to unmatch lines
• filtering options for lines
• search capability on the po/receipt matching data
• ability to freeze the header rows 

Unmatch Lines

Previously if a line was matched in error, you would need to delete the entire line and then manually add back in the invoice line to be available to match to a new po/receipt.

The status of the line needs to be Matched

Use the checkbox to select the line you wish to unmatch

Click the 'Unmatch Lines' button

A message will appear assuring you wish to unmatch the selected lines. 

Once you click 'OK'

The status of the line is updated to 'Unmatched'

The po/receipt info has been removed

The invoice line info remains

You can now continue to match the line to another po/receipt

Filter Options

There are now three filter options to allow you to view only the lines that need action

• Show ALL Lines
• Show MATCHED Lines
• Show UNMATCHED Lines

Show ALL Lines - this will show all invoice lines, including those lines that are matched and unmatched.

Show MATCHED Lines - this will show only the invoice lines that are matched, unmatched lines will be hidden from view

Show MATCHED Lines - this will show only the invoice lines that are unmatched, matched lines will be hidden from view

If there are no lines for a particular criterion, such as matched or unmatched, you will receive a message letting you know there are no lines to display. 

In this example, we clicked on 'Show MATCHED Lines,' and there were no matched lines for this invoice

Search Capability

If a PO has numerous receipts listed, you can use the Search Item box to find the one you are looking for.

Using Part Number, Item Description, or Supplier Item Number

Will bring exact match or in case of partial search info matches that meet the criteria 

Enter in you search info and click 'Search'

Freeze Header Rows

As you now scroll through your matching receipts the header rows are now frozen so that as you scroll through and still remain the header info

If you are interested in the advanced functionality please contact your Client Success Account Manager (CSAM) for more information.