Introduction

This article describes Invoice matching service and functionality.

Prerequisites

To utilize Invoice Matching service you need to have a "shipper" role on your Logivity account and have this service enabled.

Instructions

Access the service

To open Invoice Matching service, click the following icon in your Logivity account vertical navigation:

Pricelists

Pricelists tab displays information about the contracts / pricelists that are currently connected to your Logivity account for invoice matching.

Here you get an overview of all pricelists as well as can see the details of each of them. The initial view displays information about:

• pricelist name
• carrier organization that owns the pricelist
• pricelist validity period from - to. When "to" is blank, there is no expiry date set for the pricelist.

To see more details about a specific pricelist, click on the arrow to the right.

Pricelist details offer information about carrier, service name and pricelist validity period.

Additionally, you can see specific details for configured add-on costs and surcharges:

Invoices

Invoices tab displays your uploaded invoices. Here you can see the following details:

• Invoice number
• Invoice issue date
• Carrier
• Total invoiced price
• Shipment summary showing total number of shipments invoiced, how many are accepted / rejected / to-do (review ongoing)
• Invoice status - to-do (review ongoing) or Archived (review completed and closed)

To change the status of the invoice, simply click on the drop-down button in the status box and update the status (1). To open the invoice and see invoiced shipments click on the arrow to the right (2). 

For instructions on how to upload an invoice, please refer to this help article:

Article How to upload an invoice for review?

Shipments

You can open shipments overview page directly from the invoice overview, as described in the step above. In this case an invoice number filter will be applied by default and you will only see shipments that are included only in the selected invoice. 

Alternatively, you can open shipments by clicking into "shipments" tab. This way you will see all shipments from all invoices that have been uploaded, however you can apply an invoice number / time period filter.

For instructions on how to review invoiced shipments, please refer to this help article:

Article How to review invoiced shipments?

Settings

Settings tab allows you to configure rules for automatic cost allocation - a tool to support accounting for monthly shipments. Here you will find two tabs:

• Cost Allocation rules - configurable criteria for automatic shipment allocation to cost centers
• Cost Centers Management - configuration for cost center levels, for example account number, business area or project. 

For instructions on how to configure cost allocation rules, please refer to this help article:

Article How to configure your cost allocation rules?