Intermediate · 20 min
Reconcile a purchase from order to payment
Check approval, accepted goods, invoice and the resulting stock and money records.
- 1
Prepare the order
Select the supplier and enter quantities, units and agreed prices; attach the quotation.
- 2
Approve and send
An authorised manager approves before the order is sent.
- 3
Receive and inspect
Record accepted quantities, note damage or short delivery and check the stock movement.
- 4
Match and pay
Match the invoice to the order and receipt before marking payment; review the linked Finance entry for duplication.