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Procurement·지원 코드PO-005 관리자 / 담당자용

Receiving Invoices, 3-Way Matching, and Payment Authorization

Register supplier invoices in WorkVell, match against POs and receipts, and authorize payment.

[Register an invoice]

Procurement → Invoice Management → Register Invoice

  • Invoice number, invoice date, payment due date
  • Supplier
  • Invoice amount
  • Upload invoice PDF

[3-way match]

The system automatically matches the invoice against related PO and goods receipt:

  • Do item, quantity, and unit price match the PO?
  • Does quantity match the goods receipt?

Results:

  • Match: proceed to payment approval
  • Discrepancy: investigate and contact supplier, or request a corrected invoice

[Create payment authorization]

After matching:

Invoice → Approve Payment

  • Payment method (bank transfer / bill / offset)
  • Payment date
  • Payee bank account (auto-filled from supplier record)

Confirm and approve.

[Payment management]

Procurement → Payment Management

  • Payments scheduled this month
  • Payment history
  • Alert for overdue unpaid invoices

⚠ Restrict payment authorization to finance/accounting staff only.

⚠ Always register supplier bank accounts from official communications (BEC fraud prevention).

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같은 카테고리의 문서

Creating and Approving Purchase Orders

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Manage the full process from employee purchase request, through approval, to issuing a purchase order.

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