What Are We Trying to Accomplish?
Auto-Vouchering allows you to set up automation that moves matched invoices (the ones where 3 way matching works perfectly) to bypass the Matched Tab and are sent directly to your ERP as vouchered.
This will save you time and energy so you can focus on the invoices that are not matching as expected.
You can set rules around what the acceptable rails are for auto-vouchering, and you can set it for your suppliers based on your comfort zone. When making a decision on whether this is a good path for your company, take note of the number of times that you have made changes to items on the matched tab for that supplier. If the answer is 0 then they are likely a good candidate for auto-vouchering.
Note: Invoices receiving a Possible Over Invoice flag will not Auto-Voucher, as to allow clients to review potential cost or quantity issues before a voucher is created.
How Do I Do It?
Enable/Disable auto-vouchering allows you as the accountant to enable and disable the auto-voucher feature for specific suppliers. This feature enables matched invoices to automatically voucher in the Invoice Automation platform and send that voucher into the ERP without requiring a manual action from the accountant.
The current status of this feature will appear under the Auto-Vouchering column for the supplier.
Enable/Disable Single Supplier
1) Click on the Suppliers Tab at the Top of the Page
2) Click the blue lightning bolt dropdown next to the supplier’s name
3) Select Enable Auto-Vouchering or Disable Auto-Vouchering
. 
4) Click the OK button in the popup to enable/disable auto-vouchering for the selected supplier
Enable/Disable Multiple Suppliers
1) Click on the Suppliers Tab at the Top of the Page
2) Click the checkbox next to each supplier you would like to enable
2) Click on the Actions dropdown
3) Select Enable Auto-Voucher or Disable Auto-Voucher
4) Click the OK button in the popup to enable/disable auto-vouchering for the selected suppliers
Multiple ERP Vendor IDs linked to one active supplier template
You must enable auto-vouchering for all ERP Vendor IDs associated with one active supplier template; otherwise, some vendor IDs will automatically voucher while others will need to be manually vouchered.
In the example below, supplier Cromax Metals-ws has two ERP Vendor IDs (10 and 3). If Cromax Metals-ws ERP Vendor ID 10 did not have auto-vouchering enabled, any invoices tied to purchase orders for this Vendor ID will not auto-voucher. If Cromax Metals-ws ERP Vendor ID 3 does have auto-vouchering enabled, invoices tied to this Vendor ID will auto-voucher if everything matches up.
To confirm you have auto-vouchering setup correctly, the column labeled Invoice Template will have a green check mark and the column labeled Auto Vouchering will have a green check mark.
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