Reconciliation

Learn how Fergus matches documents in this video to streamline your material purchasing processes and know exactly what you have received on all your jobs.

Transcript

Hi everyone. It's Dylan here from the Fergus team. In this video, I'm gonna show you how to reconcile an invoice to come with a supplier document you've imported.

When you import a supplier document that has the same reference as a site visit in Fergus, the software will detect a match from here. You just need to assign the document to the site visit. One quick search. Later, we can open the job. And on the left hand side, we can see there is a little number one next to the reconciliation screen. Upon opening, we can see two documents Fergus is trying to match and expand them to make sure that they are the same products.

A little further down, we can see the auto match detected, and once you click, confirm a new screen will pop up. this screen is used to confirm the line items themselves by clicking the OK button. Fergus pairs these items together, and once these have all been paired, you can now close the screen heading back down to the site visit. We can now see under supplier documents.

Our received reconciled invoice is as easy as that. Using the auto match feature for supply documents makes it easy to see what has arrived and what you're still waiting on, giving you the most visibility possible.

Thanks for watching our video. If you have any questions, please get in touch via support@fergus.com.