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Cancel, correct and reconcile with MyInvois · presentation 5 of 6 · for the whole-system operator — you run the books Read the transcript · Back to the series

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Cancel, correct and reconcile with MyInvois · presentation 5 of 6

Incoming supplier e-invoices

You can say which of your suppliers' e-invoices BigLedger will ever show you, build the list of purchases that should have one behind them…

Step 1 — Set your expectations before you open anything

You will not spend a month waiting for a screen to fill.

1,200

GadgetSphere buys from around 1,200 suppliers

Step 2 — Build the list of purchases that should have one

You have an exportable worklist of purchases that ought to have a validated supplier e-invoice behind them.

  • Open the My E-Invoice Admin Applet, go to Reconciliation (Purchase), then PD Matching Q
  • Press Export and you have the month's list
Screen capture pending the demo tenant

Reconciliation (Purchase) → PD Matching Q. with one row per purchase document, every Status reading Unprocessed, and the Auto Match, Export and Push to Unmatched History buttons

Step 3 — See what has actually arrived

You know what BigLedger has received from suppliers, and what it never will.

What you do
  1. Go to Reconciliation (Purchase), then Inc
  2. Open External Reception, then From IRB E-Invoice, once…

Step 4 — Pair a supplier document that did arrive

A supplier document that reached BigLedger is recorded as matched to the purchase you booked for it.

  • Open the row in PD Matching Q., go to the Match Incoming Doc tab…
Screen capture pending the demo tenant

A PD Matching Q. row opened on its Match Incoming Doc tab, with the Match Incoming E-Invoice list showing one supplier document and the Match button

Step 5 — Check the rest by hand and clear them off the list

Every purchase above your review threshold has a validated supplier e-invoice on file, and the worklist has shrunk.

What this step names
  1. Your supplier's validated e-invoice reaches you the way any invoice does…
  2. From their portal
  3. With the goods

Step 6 — Self-bill when the obligation is yours

You know what to do when a supplier will not produce an e-invoice at all.

Where this step sits
    flowchart TD
  s1["1. Set your expectations before you open…"]
  s2["2. Build the list of purchases that…"]
  s3["3. See what has actually arrived"]
  s4["4. Pair a supplier document that did…"]
  s5["5. Check the rest by hand and…"]
  s6["6. Self-bill when the obligation is yours"]
  s7["7. Know that you cannot reject a…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  s6 --> s7
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s6 here;

Step 7 — Know that you cannot reject a supplier's e-invoice here

You will not look for a button that does not exist.

72 hours

72 hours from validation to reject a supplier's e-invoice

NarrationSlide 1 of 8

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