Planned three-way matching assistant
Explore the intended workflow for comparing an invoice, purchase order, and delivery note before payment.
Three-way matching asks whether the invoice, purchase order, and goods receipt or delivery note agree. This page describes a planned Hope workflow for preparing an exception view; it is not currently a live dashboard capability and would not approve payment automatically.
Invoice and PO disagree
Unit prices, quantities, tax, currency, payment terms, and references can drift between the purchase order and the supplier invoice.
Delivery evidence is missing or partial
The goods receipt or delivery note may support only part of the invoice.
Approval needs an exception view
Finance should review price, quantity, receipt, and reference exceptions before following up.
Human review stays in finance
The planned workflow would prepare the exception view. Your team would still decide whether to approve, dispute, or follow up.
Best fit
AP matching review
Output
Three-way exceptions
Status
Matched / unmatched / exception
Workflow
Hope
- 1Planned input: the supplier invoice
- 2Planned input: the purchase order
- 3Planned input: the delivery note, goods receipt, or receiving evidence
- 4Intended check: compare price, quantity, item, tax, and receipt details across all three files
- 5Human decision: review matched items and exceptions before finance follow-up
- Invoice approval support - Review invoice, PO, and receipt differences before finance follows up.
- Overbilling check - Catch quantity, price, or receipt mismatches before they become supplier disputes.
- Receiving exception review - Identify invoice lines without matching delivery evidence.
Does Hope approve invoices?
No. The planned workflow would prepare a three-way matching exception view. Your finance team would still decide whether to approve, dispute, or follow up.
What files do I need?
Upload the invoice, purchase order, and delivery note or goods receipt. Add supporting records if they explain exceptions.
What does Hope flag?
The planned workflow is intended to flag price, quantity, item, tax, reference, and receipt mismatches across the three files.
Explore the planned invoice, PO, and delivery comparison
Review the intended inputs, exception output, and human decision boundary for three-way matching.
This workflow is planned and not currently listed as a live dashboard capability. Any future finance review would provide decision support, not replace qualified accounting advice or modify accounting records.