What is Matching Reporting?
The Matching Reporting report in Ply gives you a comprehensive view of how your Purchase Orders (POs) align with the invoices received from your suppliers. It helps you catch price discrepancies, quantity mismatches, and billing exceptions before they become costly mistakes, while also showing you the time and money saved through automated matching.
How to Access
Go to the Reports section from the left-hand menu.
Select Matching Reporting.
What Information Does It Show?
Matching Statistics: A summary row at the top with key performance metrics:
Approved Rate: Percentage of invoices that have been approved
Avg. Auto-Match Rate: How often Ply automatically matches PO items to invoice lines
Total Match Items: Total number of items matched across all invoices
Exception Rate: Percentage of items flagged as exceptions requiring manual review
Avg. Price Discrepancy: The average dollar difference between PO price and invoice price
Time Saved: Estimated time saved through auto-matching
Cost Savings: Estimated savings from catching discrepancies
Auto-Match Tolerance Trends: A line chart showing how many items are within tolerance vs. out of tolerance over time, helping you track the consistency of your supplier invoicing.
In Tolerance: Items where the invoice price is within the acceptable variance range
Out of Tolerance: Items that exceeded the variance threshold and need attention
Exception Breakdown: A donut chart showing what's driving your exceptions:
🟠 Quantity — Exceptions caused by quantity mismatches
🔴 Price — Exceptions caused by price discrepancies
Approval & Exception Trends — A line chart tracking how many items are being approved vs. marked as exceptions over time, useful for spotting patterns or supplier issues.
Approved
Marked as Exception
Supplier Performance
A table listing each supplier with key metrics side by side:
Risk Score: A numerical indicator of how reliable the supplier's invoicing is.
# Invoices, # Approved, # Match Items, # Auto-Matched, # Exceptions
Spent: Total amount spent with that supplier.
Overpaid: Amount overpaid, with a directional indicator showing whether it's trending up or down.
Avg. Discrepancy: Average price difference per matched item.
Available Filters
Analytics filters:
Match Status
Supplier
Total Cost Discrepancy ($ and %)
Match Creation Date (date range)
Invoice Due Date (date range)
Comparison Period (date range)
Records to Analyze (e.g. 50 matching records)
Supplier Performance filters:
Risk Score (min/max)
Avg. Price Discrepancy (min/max)
Total Matches (min/max)
Total Approved (min/max)
Total Match Items (min/max)
Total Auto Matched (min/max)
Common Use Cases
Identify suppliers with high exception rates or large price discrepancies to renegotiate terms or escalate issues.
Monitor your auto-match rate over time to measure the efficiency gains from using Ply's matching feature.
Catch overbilling early by reviewing the Overpaid column in the Supplier Performance table.
Use the Exception Breakdown to determine whether your discrepancies are driven more by pricing errors or quantity mismatches.
Filter by a specific supplier to do a deep dive into their invoicing accuracy.
Tip: A high Out of Tolerance count is a signal to review your tolerance settings or follow up with your supplier, small discrepancies add up quickly over time.
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