Video Tutorial
Where to find it
Go to Settings → Automations to open the Automation Center.
Setting your tolerances
There are three tolerance levels you can configure. You can hover over the ⓘ icon next to each one for a quick description.
Quantity discrepancy
The difference between the quantity received and the quantity invoiced.
Anything under your threshold percentage is auto-approved
Anything over requires your review
Price discrepancy
The difference between the unit price on the purchase order and the unit price on the supplier invoice.
Anything under your threshold percentage is auto-approved
Anything over requires your review
Line value threshold
The maximum dollar amount an individual line item can reach and still be auto-approved.
Line items up to that amount are auto-approved
Anything exceeding it requires manual review
Turning it on
You don't have to use all three tolerances, you can leave any of them off if they don't apply to your workflow.
Once your tolerances are set, toggle on the auto-approval process. From there, head to your 3-Way Match to see it in action.
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