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Post-Award · Engine

PO vs Invoice

Match a vendor invoice back to the purchase order. Verify unit prices, quantities received, totals, and freight — before cutting the check.

Engine Phase: Post-Award Runtime: 25-45 seconds Pro+

What it does

PO vs Invoice is the three-way match audit tool: invoice vs PO line items, quantity delivered vs quantity ordered, extended amounts reconciled, freight and tax handling checked. Each invoice line is classified as JUSTIFIED / OVERBILLED / UNSUPPORTED / DUPLICATE.

When to use it

What to upload

Step by step

  1. Open the engine

    Sidebar → EnginesPO vs Invoice.

  2. Upload PO + invoice

    Plus receiving record if you have one.

  3. Run

    20–45 seconds.

  4. Read the recommended payment

    Sum of JUSTIFIED items + any confirmed receiving quantities.

  5. Review flagged lines

    Filter by status to focus on issues.

Understanding the results

Recommended payment

Computed from JUSTIFIED lines only. Invoice total minus recommended = savings/overbilling.

Line-item status table

One row per invoice line. Columns: invoice qty + price, PO qty + price, delta, status flag, note.

Freight + tax reconciliation

Separate section — freight may be invoiced but not on PO, or tax may differ.

Receiving match

If a receiving record was uploaded, three-way match results per line.

Every control, explained

Run analysis

One run.

Filter by status

Overbilled / Unsupported / Duplicate / Justified / All.

Export PDF

AP-ready audit with three-way match section.

Export XLSX

Raw reconciliation table.

Chains

Chains into

Dispute as Change Order? — Found discrepancies between PO and invoice? Check if it qualifies as a change order.
Check the Underlying Contract — Review the contract behind this PO for risk clauses.

Chained from

No upstream chains — this engine is usually a starting step.

Exports

Troubleshooting

Freight disputed

Check whether the PO specifies FOB / Incoterms. Freight on the invoice without contract basis is OVERBILLED.

Short-shipment invoiced at full quantity

Upload the packing slip — engine will match quantities across all three documents.