Client Configuration

Invoice Payment

Approved vendors3

Active vendors3

Manual payment vendors2

Client-owned policyActive

Approved Vendors

Vendors and payment expectations maintained by the client for this process.

Client-owned

VendorPayment modeExpected amountKnown accountsStatus

Default actions applied when a vendor-specific rule does not override them.

Unknown vendors

Invoices from vendors that are not on the approved list.

Require manual review

Changed invoice facts

Same vendor and invoice number, but amount, date, or currency changed.

Require manual review

Duplicate invoices

Invoices that match a previously processed document.

Close as duplicate

Unexpected amounts

Invoices outside the configured amount expectation.

Require manual review

Unknown payment account

Payment account is not listed for the matched vendor.

Require manual review

Changed payment account

Vendor is known, but the payment account differs from the expected account.

Require manual review