Matching Screen Overview & Filters
The Matching Screen is the central workspace for finding and matching invoices and Purchase Orders (P.O.s) in DPO. You can work from either the Invoice View or P.O. View and use filters to quickly find the documents you want to review or match.
Overview
In the Matching Screen, you can work from two different perspectives:
- Invoice View – Start with an invoice and find the corresponding P.O.
- P.O. View – Start with a P.O. and find the corresponding invoice.
By default, the Matching Screen opens in Invoice View.
Use the toggle on the right-hand side to switch between Invoice View and P.O. View
Good to Know
- Use Filters to narrow down the documents displayed in the Matching Screen.
- Use Sort to organize the results, for example by date or last modified.
- You can combine multiple filter criteria for more specific searches.
- Filters can be saved as default for future use.
- Click Clear All to remove the active filters.
How to Use Filters
- Navigate to the Matching screen
- Click the Filter button above the list
- In the filter window, define:
- 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)
- Click Apply to activate the filter
Available filter columns:
You can filter by:
- 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: Finding Linked Invoices
By default, the Matching Screen focuses on invoices that still require matching.
To find invoices that have already been linked:
- Set filter: Invoice Status → is → Fully Linked
You can also use other matching statuses, such as:
- Partially Linked
- Unlinked
Filtering in P.O. View
Filters can also be used when working from the P.O. View.
Switch from Invoice View to P.O. View using the toggle on the right-hand side.
- Match Status → is → Fully Linked (shows P.O.s already linked to an invoice)
- Match Status → is not → Fully Linked (shows P.O.s not yet fully linked)
This makes it easier to identify P.O.s that have already been processed and those that still require attention.
Next Steps
Once you have found the document you want to work with, continue with the relevant matching guide:
Questions or need help?
Our customer support is always available to help with any questions or setup assistance
Contact us
Email: support@digitalpurchaseorder.com
Support: +1 888 DPO 7254
Support Int'l: +44 20 331 88 338
Berlin Office: +49 (0)30 55 572 5956
Or book a personalized support call
We look forward to hearing from you.
Updated on: 01/09/2026
Thank you!