Matching Screen – Filter Options

The Matching Screen includes powerful filter tools that help users quickly locate and work with specific invoices. Filters can be applied to focus on invoices based on status, date, user, supplier, and more.

Good to know

• Use the Sort menu next to the filter to organize invoices by date or last modified.
• You can save your filter as a default or reset everything using “Clear All”.

What is the Matching Screen?

Navigate to Invoices > Matching Screen to link, unlink, or view matches between Invoices and Purchase Orders (P.O.s) in one place.

Here you will see:

• All saved invoices that have passed the inbox and are ready to be matched to a P.O.
• Or P.O.s ready to be matched to invoices, depending on your workflow

By default, the screen opens in Invoice View.

You can switch to P.O. View using the toggle on the right-hand side.

Using filters allows you to quickly locate the exact data you need.

How to Use Filters

With filters, you can quickly narrow down the list to only the invoices or P.O.s you are looking for.

1. Navigate to Invoices > Matching Screen
2. Click the blue Filter (…) button above the list.

3. A filter window will appear, allowing you to select:

• Column – the field you want to filter by (e.g. Invoice Status, Supplier, Date)
• Operator – e.g. is, is not, contains
• Value – the specific filter value (e.g. Fully Linked)

4. Click Apply to activate the filter

Available filter columns:

• Amount Gross
• Amount Net
• Currency
• Department
• Invoice Number
• Invoice Date
• Invoice Status (e.g. Fully Linked, Partially Linked, Unlinked)
• Item Name
• P.O. Number
• Paid
• Paid Date
• Supplier
• Supplier Code
• Amount < = >
• User (created by)

Example:

By default, the Matching Screen shows invoices that are not yet linked, unless you have changed your default filters.

To find invoices that are already linked, set the filter to: Invoice Status → is → Fully Linked

You can also use the following statuses depending on your needs: Partially Linked or Unlinked

In the Matching Screen, you can also switch to P.O. View and set the filter to:

• Match Status → is → Fully Linked (shows POs already linked to an invoice)
• Match Status → is not → Fully Linked (shows POs not yet fully linked)

This will give you a list of all P.O.s that have or have not been linked to an invoice, depending on the selected filter.

Any Questions?

Our support team is happy to help:

Email: support@digitalpurchaseorder.com

Phone: +1 888 376 7254

Or schedule a free demo – we look forward to hearing from you

Updated on: 13/01/2026