Summary: This dashboard shows how well your invoice matching process performs and which factors impact your touchless match rate the most.

 

Filters

• Data Source Time Filter - Determines the amount of data that is loaded on to a dashboard. The shorter the time period the better performing the dashboard is. 
• Time frame - Enables a user to select the time period for analyzing the data. 
• Organization Name - Enables filtering of the dashboard to see the selected organization data.
• Supplier Name - Enables filtering of the dashboard to see the selected supplier data.
• Target setting parameters for KPIs - Enables users to set a percentage target for each KPI. Targets are in increments of 10 percentage points. 

1. Association rate

• This indicates the percentage of invoices that are associated with POs and spend plans out of your total invoices, as well as the volume of invoices over time.
• The dot in each bar shows the target percentage, which you can set in the Filters panel.
• When invoices are associated with POs and spend plans, your organization's spend is under control and invoices can be matched and coded automatically.

How it's calculated:

An invoice is associated if at least one coding row is created in matching.

2. Touchless match rate

• This indicates your touchless match rate and volume of invoices over time.
• The dot in each bar shows the target percentage, which you can set in the Filters panel.
• The higher the touchless match rate, the more automated your matching processes are.

How it's calculated:

An invoice is considered a touchless match when coding rows are automatically created in matching, there are no validation errors, and they were matched the first time.

3. Touchless match ratio

• This indicates how many PO or spend plan invoices were touchless matched during the selected date range.
• This bar allows you to have a quick selection to select for instance non-touchless matched invoices which filters the entire dashboard
  
  

4. First-time matching success ratio

• This indicates how many PO or spend plan invoices were successfully matched the first time they went to matching, and how many invoices required two or more matching attempts.
• Maximize your first-time matches for the best matching performance.
  
  

5. Invoice matching outcome

• This indicates the accuracy of PO/spend plan and invoice content. As more invoices are fully matched, your potential for automation increases. Hover over each bar to see more information about that matching outcome.
  
  • Fully matched: The invoice was fully covered by the associated POs/spend plans. All coding rows on the invoice were added during automatic or manual matching.
  • Partly matched: The invoice was only partly covered by the associated POs/spend plans. Some coding rows were added during matching and some were added outside of matching.
  • Not matched: These invoices are not associated to POs or spend plans. All coding rows on the invoice were added outside of matching.

6. Methods to generate coding rows

• This chart shows the different ways that coding rows were generated for invoices.
  
  

7. Matching Outcome details

• This table breaks down your received invoices based on whether they are PO, spend plan, or non-PO invoices.
• For each type of invoice, the table further shows invoices how they were associated and coded.
• An expand / minimize button appears when you hover over the Document Type label. Use this feature to drill down and up the hierarchy. By default, the table is fully expanded and shows the 3 levels of detail.
• The break down shows the absolute number of invoices per row, % of invoices out of all invoices, the count of coding rows and the value of coding rows which should be equal to the value of the invoice. 
• Coding automation defines how coding rows were generated for invoices.
  
  • Fully automatic:
    
    • All coding rows on the invoice were created automatically.
    • This includes coding created from automatic PO/SP matching, credit memos, SmartCoding, automatic coding, coding difference templates, anyERP/API, or additional cost rows created by the system.
  • Partly automatic:
    
    • Some coding rows on the invoice were created automatically and some were created manually.
  • Not automatic:
    
    • All coding rows on the invoice were created manually.
    • This includes coding created by manual entry, manual PO/spend plan matching, additional cost rows added by the user, personal or shared coding templates, Excel imports, or adjustments to SmartCoding AI proposals.
      
      

8. Matching Validation Errors

• From this section, you can learn which validation errors most frequently prevent your invoices from being touchless matched. These errors are grouped into categories. Hover over any category to open the tooltip and see the specific validation errors in the category. The top visualization shows all errors in the selected date range, and the bottom visualization breaks the data down over time.
• Each validation error results in manual actions needed to get the invoice matched. By resolving the root causes of your most common validation errors, you can increase your touchless match rate and make your AP processes more efficient.

Below is a table listing the matching validation error groups and errors

Group	Description
Additional rule failed	Absolute tolerance: Invoice line total exceeds the purchase order or purchase order line total
Additional rule failed	Absolute tolerance: Invoice line quantity exceeds the available purchase order quantity
Additional rule failed	Absolute tolerance: Invoice total exceeds the purchase order total
Additional rule failed	Absolute tolerance: Invoice line unit price exceeds the unit price of the purchase order line
Additional rule failed	Absolute tolerance: Additional cost exceeds the tolerance
Additional rule failed	No exchange rate found for the additional cost
Additional rule failed	Percentage tolerance: Additional cost exceeds the tolerance
Additional rule failed	Additional cost setting not found
Additional rule failed	Additional cost line has been unmatched. Please match it again.
Additional rule failed	Invoice was automatically processed. No deviations were detected, but manual review is still required.
Additional rule failed	Additional validation error 1
Additional rule failed	Additional validation error 2
Additional rule failed	Additional validation error 3
Additional rule failed	Additional validation error 4
Additional rule failed	Additional validation error 5
Additional rule failed	Additional validation error 6
Additional rule failed	Additional validation error 7
Additional rule failed	Additional validation error 8
Additional rule failed	Additional validation error 9
Additional rule failed	Additional validation error 10
Association failed	Additional validation error 11
Association failed	Additional validation error 12
Association failed	Additional validation error 13
Association failed	Additional validation error 14
Association failed	Additional validation error 15
Association failed	Additional validation error 16
Association failed	Additional validation error 17
Association failed	Additional validation error 18
Association failed	Additional validation error 19
Association failed	Additional validation error 20
Association failed	Unable to find a purchase order item that equals the invoice header sum within the set tolerance.
Association failed	Association rule failed for selected items
Association failed	Unable to validate association
Association failed	Cannot associate credit memo with an unmatched purchase order
Association failed	Cannot associate service order if goods receipts are not used in the category
Association failed	Cannot associate with a canceled goods receipt
Association failed	Cannot associate with a fully matched invoice line
Association failed	Cannot associate with a fully matched purchase order
Association failed	Subsequent debit/credit line was matched only with order items that were partly or fully matched. Among selection, there were unmatched order items. Review the matching result.
Association failed	There are no coding rows to distribute the additional cost to. You need to add at least one coding row to proceed.
Association failed	There are no coding rows to distribute the additional cost to. You need to add at least one coding row with cost center code to proceed.
Association failed	No matching category found for the invoice
Association failed	Price difference: the matched sum is different from the expected sum in the PO. Check the invoice and claim chargeback, if needed.
Association failed	Quantity difference: the matched quantity is different from the expected quantity in the PO. Check the invoice and claim chargeback, if needed
Association failed	Chargeback validation has exceeded the tolerance and invoice needs to be handled manually
Association failed	Chargeback validation has exceeded the tolerance, but does not require manual handling
Association failed	Absolute tolerance: Invoice total exceeds or is below the invoice coding total
Association failed	Percentage tolerance: Invoice total exceeds or is below the invoice coding total
Association failed	Credit memo does not contain lines and must be manually matched
Association failed	Same field has been used more than once. Change the values
Association failed	The field in column has been used more than once.
Association failed	No search results
Association failed	Invoice and purchase order currency codes do not match
Association failed	Exchange rate not found
Association failed	Header validation rules could not be executed because currencies are not active or exchange rates are missing
Association failed	Unable to evaluate expression
Association failed	Automatic matching percentage is exceeded
Association failed	Blanket purchase order cannot have goods receipts
Association failed	Absolute tolerance: Invoice or invoice line total exceeds the blanket purchase order or purchase order line total
Association failed	Percentage tolerance: Invoice or invoice line total exceeds the blanket purchase order or purchase order line total
Association failed	Matched sum exceeds the percentage limit set for a single invoice. The maximum sum that can be matched to an order line is shown in the Expected value field.
Association failed	Invoice voucher date is not within purchase order lines validity period
Association failed	Goods receipts not received within expected time
Association failed	Absolute tolerance: Matched sum is too low compared to the matched quantity multiplied by the unit price from the associated goods receipt
Coding difference	Percentage tolerance: Matched sum is too low compared to the matched quantity multiplied by the unit price from the associated goods receipt
Coding difference	Absolute tolerance: Matched sum exceeds the matched quantity multiplied by the unit price from the associated goods receipt
Coding difference	Percentage tolerance: Matched sum exceeds the matched quantity multiplied by the unit price from the associated goods receipt
Coding difference	Absolute tolerance: Matched quantity exceeds the goods receipt quantity available for matching
Data incorrect	Percentage tolerance: Matched quantity exceeds the goods receipt quantity available for matching
Data incorrect	Absolute tolerance: Matched sum is too low compared to the purchase order total
Data incorrect	Percentage tolerance: Matched sum is too low compared to the purchase order sum
Data incorrect	Absolute tolerance: Invoice total exceeds the available purchase order total
Data incorrect	Percentage tolerance: Invoice total exceeds the available purchase order total
Data incorrect	Incorrect sum or quantity to match
Data incorrect	Invoice and purchase order tax codes do not match
Data incorrect	Coding difference in invoice
Data incorrect	Unable to validate invoice coding
Data incorrect	Invoice does not contain lines
Data incorrect	Absolute tolerance: Overall matched sum exceeds the remaining sum of items matched with this invoice
Data incorrect	Absolute tolerance: Overall matched sum is too low compared to the available sum of items matched with this invoice
Data incorrect	Percentage tolerance: Overall matched sum is too low compared to the available sum of items matched with this invoice
Data incorrect	Percentage tolerance: Overall matched sum exceeds the remaining sum of items matched with this invoice
Data incorrect	Invoice line quantity and goods receipt quantity are different
Not within tolerance	Invoice line total and goods receipt total are different
Not within tolerance	System detected that all invoice lines were not associated with a purchase order. Review invoice lines and complete matching manually.
Price difference (Additional cost)	System detected that all invoice lines are not associated with a purchase order
Price difference (Additional cost)	Sum or quantity missing on the invoice line
Price difference (Additional cost)	Invoice with subsequent lines must be manually matched. On the Invoice Lines tab, select the subsequent lines to be matched.
Price difference (Additional cost)	Invoice and purchase order supplier codes do not match
Price difference (Additional cost)	Matching has been canceled because there were too many associations and/or coding rows generated. Try to match the purchase order items again in more detailed level.
Price difference (GR)	Matching has been canceled because there were too many associations and/or coding rows generated. Try to match the purchase order items again in more detailed level.
Price difference (GR)	Invoice and purchase order supplier codes do not match
Price difference (GR)	Absolute tolerance: Manually added invoice coding total exceeds the tolerance
Price difference (GR)	Percentage tolerance: Manually added invoice coding total exceeds the tolerance
Price difference (GR)	Manual matching required. The system could not resolve the matching item among many association candidates.
Price difference (PO header)	Absolute tolerance: Matched sum is too low compared to the invoiced quantity multiplied by the unit price from the associated purchase order line
Price difference (PO header)	Percentage tolerance: Matched sum is too low compared to the invoiced quantity multiplied by the unit price from the associated purchase order line
Price difference (PO header)	Absolute tolerance: Matched sum exceeds the invoiced quantity multiplied by the unit price from the associated purchase order line
Price difference (PO header)	Percentage tolerance: Matched sum exceeds the invoiced quantity multiplied by the unit price from the associated purchase order line
Price difference (PO header)	Credit memo does not contain lines and must be manually matched
Price difference (PO header)	Cannot unmatch because there is no association between goods receipt and invoice
Price difference (PO header)	Cannot unmatch because there is no association between purchase order and invoice
Price difference (PO header)	Cannot unmatch because there is no association between purchase order line and invoice
Price difference (PO header)	Waiting for purchase orders
Price difference (PO header)	One or more goods receipts missing
Price difference (PO header)	Many additional cost settings found
Price difference (PO header)	Many matching categories found for this invoice - purchase order combination
Price difference (PO header)	Cannot associate subsequent lines to many PO types
Price difference (PO header)	No matching configuration found for the invoice
Price difference (PO header)	Cannot match without goods receipts
Price difference (PO header)	No purchase orders found that could be associated with the invoice
Price difference (PO header)	Purchase order does not contain a tax code
Price difference (PO line)	Purchase orders or purchase order lines found for association, but they were already fully matched to another invoice
Price difference (PO line)	Invoice and purchase order organization elements do not match
Price difference (PO line)	Invoice and purchase order payment terms do not match
Price difference (PO line)	Percentage tolerance: Invoice line total exceeds the purchase order or purchase order line total
Price difference (PO line)	Percentage tolerance: Invoice line quantity exceeds the available purchase order quantity
Price difference (PO line)	Percentage tolerance: Invoice total exceeds the purchase order or purchase order line total
Price difference (PO line)	Percentage tolerance: Invoice line unit price exceeds the unit price of the purchase order line
Price difference (PO line)	Invoice line and purchase order line product codes are missing or do not match
Price difference (PO line)	Invoice and purchase order product codes do not match
Price difference (PO line)	Cannot associate a closed purchase order
Price difference (PO line)	Cannot associate a canceled purchase order
Price difference (PO line)	Invoice line quantity or total is missing
Price difference (PO line)	Absolute tolerance: Invoice quantity exceeds the available purchase order quantity
Price difference (PO line)	Percentage tolerance: Invoice quantity exceeds the available purchase order quantity
Price difference (PO line)	Absolute tolerance: Matched sum that covers the purchase order row exceeds the remaining sum of unallocated payments for the same order line
Price difference (PO line)	Absolute tolerance: Matched sum that covers the purchase order row is too low compared to the remaining sum of unallocated payments for the same order line
Price difference (PO line)	Percentage tolerance: Matched sum that covers the purchase order row is too low compared to the remaining sum of unallocated payments for the same order line
Price difference (PO line)	Absolute tolerance: Matched sum that covers the purchase order row is too low compared to the remaining sum of the same order line
Price difference (PO line)	Percentage tolerance: Matched sum that covers the purchase order row is too low compared to the remaining sum of the same order line
Price difference (PO line)	Percentage tolerance: Matched sum that covers the purchase order row exceeds the remaining sum of unallocated payments for the same order line
Price difference (PO line)	Absolute tolerance: Matched sum that covers the purchase order row exceeds the remaining sum of the same order line
Price difference (PO line)	Percentage tolerance: Matched sum that covers the purchase order row exceeds the remaining sum of the same order line
Price difference (PO line)	Absolute tolerance: Matched quantity that covers the purchase order row exceeds the remaining quantity for unallocated payments for the same order line
Price difference (PO line)	Percentage tolerance: Matched quantity that covers the purchase order row exceeds the remaining quantity for unallocated payments for the same order line
Price difference (PO line)	Return purchase order cannot be associated with a positive invoice sum
Quantity difference	Absolute tolerance: Matched sum is too low compared to the purchase order total or purchase order line total
Quantity difference	Percentage tolerance: Matched sum is too low compared to the purchase order sum or purchase order line sum
Quantity difference	Absolute tolerance: Invoice line total exceeds the available purchase order line total
Quantity difference	Percentage tolerance: Invoice line total exceeds the available purchase order line total
Quantity difference	Association failed because the invoice header sum cannot have the opposite sign compared to the sum in the matched order line or receipt.
Quantity difference	One or many of the associated purchase order lines bypassed the standard approval workflow. Additional approval is required.
Quantity difference	Service entry sheet not accepted
Quantity difference	Coding difference
Quantity difference	Incorrect product code
Quantity difference	Incorrect sum or quantity to match
Quantity difference	Not within tolerance
Quantity difference	Price difference
Quantity difference	Quantity difference
Quantity difference	Subsequent credit total exceeds the matched sum of the purchase order line
Review required	Subsequent invoice line quantity exceeds the matched quantity of the purchase order line
Review required	Technical error
Review required	Manual matching required. Cannot associate this invoice with more than 1 000 purchase order items at a time.
Review required	Invoice was matched with a purchase order where goods were not received. Review is required.
Review required	Invoice and purchase order units of measure do not match
Spend plan errors	Absolute tolerance: Matched unit price is too low compared to the unit price of the purchase order line
Spend plan errors	Percentage tolerance: Matched unit price is too low compared to the unit price of the purchase order line
Spend plan errors	Absolute tolerance: Invoice unit price exceeds the unit price of the purchase order line
Spend plan errors	Percentage tolerance: Invoice unit price exceeds the unit price of the purchase order line
Spend plan errors	Goods receipts not received within expected time
Spend plan errors	Cannot do associations because of mapping configuration or validation errors
Spend plan errors	Spend plan line found in spend plan and associated with invoice with many tolerance errors
Spend plan errors	Spend plan line found in spend plan and associated with invoice but date tolerance was not met
Spend plan errors	Spend plan line found in spend plan and associated with invoice but sum tolerance was not met
Spend plan errors	Unable to check license
Spend plan errors	Evaluating the expression failed.
Spend plan errors	Unhandled exception occurred during matching
Spend plan errors	Spend plan was found but the invoice contains unapproved coding rows.
Spend plan errors	No association rule defined
Spend plan errors	Spend plan line associated with the invoice no longer exists: plan reference {0}.
Spend plan errors	No spend plan found with the association rules
Spend plan errors	Spend plan found but it does not comply with the association rule
Spend plan errors	Many spend plans found
Spend plan errors	Spend plan found but it is deactivated
Spend plan errors	Spend plan found but it is not approved
Spend plan errors	Spend plan found but it is expired
Spend plan errors	Matching configuration not found
Spend plan errors	Invoice cannot be matched with a plan that has different currency
Spend plan errors	Spend plan and invoice currency do not match
Spend plan errors	Spend plan line found in spend plan but it is already matched to another invoice
Spend plan errors	Matched sum cannot exceed invoice gross total
Spend plan errors	Matched sum cannot exceed invoice net total
Spend plan errors	Sum of spend plan coding row percentages is not 100
Spend plan errors	Budget row not found
Spend plan errors	Budget row found in spend plan but it is already fully matched
Spend plan errors	Spend plan line found but it is already matched to another invoice.
Spend plan errors	Invoicing date is out of range.
Spend plan errors	Budget exceeded
Spend plan errors	Maximum number of invoices available for matching exceeded
Spend plan errors	Maximum invoice total exceeded
Spend plan errors	Matched sum is greater than the remaining budget in the spend plan
Spend plan errors	Budget row found in spend plan and associated with invoice with many errors
Spend plan errors	No spend plan lines found that could be associated with the invoice
Spend plan errors	No budget rows found that could be associated with the invoice
Spend plan errors	Spend plan line found in spend plan but matched sum is 0
Spend plan errors	Budget row found in spend plan but matched sum in the budget is 0
Spend plan errors	Credit memo total exceeds the matched sum of the spend plan line in spend plan
Spend plan errors	Credit memo total exceeds the matched sum of the budget row in spend plan
Spend plan errors	Sum of percentages in the additional cost share (%) fields must equal 100.
Spend plan errors	Budget row does not exist.
Spend plan errors	Schedule row does not exist.
Spend plan errors	Schedule line cannot be matched with a credit memo, because the line is not matched with an invoice
Spend plan errors	Budget row cannot be matched with a credit memo, because the row is not matched with an invoice
Spend plan errors	Credit memo already unmatched
Unable to validate association	Credit memo already matched
Unable to validate association	Spend plan is not active.
Unable to validate association	Invoice cannot be matched with a plan that has different currency.
Validation failed	There are many matching configurations for the invoice.
Validation failed	We cannot find matching configuration for the invoice.
Validation failed	Invoice does not comply with the association rule.
Validation failed	Generating the invoice coding failed because the evaluation of expression failed.

9. Matching performance

• This table shows matching statistics for organizations, suppliers, or invoice origins. Use the dropdown to select whether to show the data by organization, by supplier, or by invoice origin.
• The table helps you identify low- and high-performing organizations, suppliers, and invoice origins, and can be a starting point for your matching analysis. Click any table row (use CTRL + click to select multiple rows) to filter the data in the rest of the dashboard.