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Reconcile supplier e-invoices against your purchase documents · presentation 3 of 7 · for the whole-system operator — you run the books Read the transcript · Back to the series

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Reconcile supplier e-invoices against your purchase documents · presentation 3 of 7

What arrives, and what never will

You can say which supplier documents BigLedger has actually received, name the screen that will never fill however long you wait…

Step 1 — Open the incoming side and see what is really there

You know where supplier documents land.

Screen capture pending the demo tenant

Reconciliation (Purchase), Inc. E-Invoice Match Q., showing the Match Source column beside each received supplier document

Step 2 — Expect it to be thin, and know why

An empty screen will tell you nothing alarming.

Where this step sits
    flowchart TD
  s1["1. Open the incoming side and see…"]
  s2["2. Expect it to be thin…"]
  s3["3. Look at From IRB E-Invoice once…"]
  s4["4. Leave the sales-side reconciliation alone"]
  s5["5. Learn the five screens as one…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s2 here;

Step 3 — Look at From IRB E-Invoice once, then stop going back

You will stop waiting for a screen that is never going to fill.

  • Open it once so you have seen it with your own eyes…
Screen capture pending the demo tenant

External Reception, From IRB E-Invoice, an empty listing with only an Export button above it

Step 4 — Leave the sales-side reconciliation alone

You will not confuse two menus that look like twins.

What you do
  1. Leave the sales side alone

Step 5 — Learn the five screens as one loop

The menu stops looking like a wall.

What this step names
  1. There is one fact worth carrying out of it
  2. No screen states it: every row in this area is in exactly…
  3. Every move between them is reversible by a button on the place…

NarrationSlide 1 of 6

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