Matching Screen Overview & Filters
The Matching Screen provides powerful filtering tools that help you quickly locate and work with specific invoices or purchase orders (P.O.s). You can filter by status, date, supplier, user, and more to find exactly what you need.
Overview
In the Matching Screen, 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.
Good to Know
- Use the Sort menu next to the filters to organize results (e.g. by date or last modified)
- You can save filters as default or reset them using “Clear All”
- Filters help you quickly narrow down large datasets
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 shows invoices that are not yet linked.
To find linked invoices:
- Set filter: Invoice Status → is → Fully Linked
Other useful options:
- Partially Linked
- Unlinked
Filtering in P.O. View
You can also switch to P.O. View and apply filters:
- 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 allows you to quickly identify which P.O.s are matched or still need to be processed.
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: 29/05/2026
Thank you!