What is the PO Mismatch tag on an invoice?

The PO Mismatch tag is a visual safety feature designed to help your accounts payable team quickly identify discrepancies between a supplier's invoice and the original Purchase Order. By flagging these differences, Tradogram helps prevent overpayment and ensures that billing aligns with your agreed-upon terms.

Visual Indicators

When you view your invoice listing or an individual document, you will see one of two icons:

  • PO Match (Green): Indicates that all key data points on the invoice align perfectly with the associated Purchase Order.
  • PO Mismatch (Red): Indicates that the system has detected a discrepancy that requires review before the invoice is finalized or pushed to your accounting system.

Top: Clicking the Match/Mismatch icon will highlight the specific mismatch for review. 

What Triggers a Mismatch?

The system automatically audits the invoice against the PO in two main areas:

1. Header-Level Discrepancies

These are high-level conflicts that often affect the entire document:

  • Currency Codes: If the PO is in USD but the invoice is submitted in CAD.
  • Supplier IDs: If the invoice is billed from a different supplier entity than the one listed on the PO.
  • Due Dates: If the payment terms or due dates on the invoice differ from the PO terms.

2. Item-Level Discrepancies

These are specific conflicts found within the line items of the order:

  • Quantities: If the supplier bills for more units than were ordered or received.
  • Unit Prices: If the price per item on the invoice is higher than the price agreed upon in the PO.
  • Unit Types: If there is a mismatch in the Unit of Measure (e.g., ordering in "Boxes" but being billed in "Each").
  • Tax Details: If the applied taxes or tax rates differ from the original order.
  • Delivery Dates: Discrepancies in when the items were expected versus when they were documented as arriving.

Why This Matters

The Mismatch tag acts as a "hard stop" for quality control. It ensures that any variance—whether it’s a simple data entry error or an unapproved price increase—is caught and resolved before the invoice is paid.

‍

Was This Helpful?

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.