You have three levels of reconciliation: recommended, manual and advanced. Find out how to do it here.
In this video we explain the different work-life balance options we have at haddock.
Under Documents you will have a summary of pending and recommended reconciliations, which you can do with a single click.
There are 3 levels of reconciliation: recommended, manual and with advanced options.
In Expenses > Reconciliation, you will find the different reconciliation options that we propose if the total of the invoice and the delivery notes have no differences*. Just click on [Reconcile] to perform the reconciliation. To see more details of the documents, click on [Advanced reconciliation option].
*You can set and change the acceptable difference from the User Settings > Settings page. You can also disable reconciliation recommendations.
The [Reconciliation] page shows a list of all invoices, delivery notes and/or receipts pending reconciliation for suppliers that issue more than one type of document. You can apply filters to find documents from the same supplier more quickly.
To view more details of the documents, press [Advanced Reconciliation Options].
From any reconciliation or invoice case you can access the advanced reconciliation options to view more details of the documents and/or edit the selection. You can also start the process from the same screen.