Smarter Invoice Matching: Automatic Multi-Line Reconciliation

We've made the auto-costing engine smarter. Previously, when an invoice had a different number of lines than the corresponding purchase order, you had to step in and match them manually. Now, the system can handle straightforward cases on its own.

What's new

One invoice line, multiple PO lines

Sometimes a supplier sends an invoice with a single line item, but your purchase order was received as multiple inventory records — for example, two separate rolls from the same order. Previously, this would stall in the queue waiting for you to match it by hand.

Now, if the system detects that the PO line values add up to the invoice line amount, it will automatically associate them. The invoice keeps its original single line, with all the matching PO lines linked to it — exactly as if you'd done it manually.

Multiple invoice lines, one PO line

The reverse also works. If a supplier's invoice breaks a charge across several lines but you only have one corresponding inventory record, the system will combine the invoice lines and match them to the single PO line automatically.

Built-in safety net

Because this is a new feature, these automatic matches won't cost immediately. Instead, the invoice will appear with a warning status letting you know it was matched by value rather than by the usual quantity match. You can review the proposed match in the invoice detail screen, and when you're satisfied, approve it to proceed with costing.

If the values don't add up — even by more than 10 cents — the system won't attempt a match, and you'll handle it manually as before.

When does it kick in?

This runs as part of the regular auto-cost cycle. The system still tries quantity-based matching first (the existing behaviour). Value-based matching only activates as a fallback when quantities don't align but the dollar amounts do. Complex situations with multiple unmatched lines on both sides are still left for you to sort out manually.