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How do I view invoices/credits that have not matched in P2P?

Thomas Gold
Invoices that have not been reconciled/matched to a PO (because the order was placed outside FnB for example). There doesn't seem to be an Enterprise solution to accessing invoices/credits that are in this state from within FnB - so am I able to see this in Trade Simple?   @James Hillier​ 
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Paul Mortensen

Hi @James Hillier​,

 

Thanks for your question. You can run a report on Enterprise which will give you this information when the appropriate filters are applied using the following file path:

Enterprise > Unit > Unit Summary Reports > Purchase to Pay Invoice Status

This report will allow you to filter by date, select multiple units and suppliers, and by only selecting the following status filters 'P2P Credit needs a Return' and 'P2P Invoice needs a Delivery' should return the information that you are looking for.

 

Many thanks

Paul

P2P&I Solution Consultant

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