CODA Invoice matching - key features

The solution offers a range of key invoice processing capabilities, including:

  • Invoice entry – manual and programmatic entry of invoices and credit notes with the ability to input various key fields and data.
  • Process control – purchase invoice matching is a core part of the procure-to-pay control process that enables users to match invoices or credit notes received from a supplier to goods received notes, return documents or orders directly.
  • Fast invoice entry – gives the ability to enter the minimum information necessary to allow invoice matching – then move to the next with a single click.
  • Integration – It handles ‘many-to-many’ matching, background or online, and uses workflow for managing documents and discrepancy handling – it can integrate with third party workflow and other systems if required through web services.
  • Invoice maintenance – amend and maintain various key fields and data; edit unmatched/unauthorised invoices; cancel authorised invoices.
  • Invoice matching – manual or automatic matching of purchase invoices to multiple goods received notes (GRNs) and purchase orders, including their lines.
  • Online matching – combining invoice entry and matching into a single live process.
  • Document authorisation – tools to assist in efficient authorisation prior to posting.
  • Posting – controls and tools for batch and individual posting of invoices to CODA Financials and our CODA Procurement solutions.
  • Invoice/debit note printing – standard print formats & facilities.
  • Background invoice matching – automated or user-initiated batch matching, based on matching rules and tolerances by user or supplier.
  • Commitment accounting – option to enable/disable commitment accounting

Further information

This website covers UNIT4 in the UK. To discover more about the full range of ways that we can help your organisation, please:

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