Skip to content

Made2Manage Invoice Automation Required Settings & Tips

M2M requires certain optional settings in Invoice Automation be configured to correctly function, these are listed below.

Receiver Matching

Receiver matching in General Settings should be enabled.

Settings Screen with Receiver Matching enabled

Purchase Invoice: Shipping Charges Missing On Purchase Invoice

Validation 'Purchase Invoice: Shipping Charges Missing On Purchase Invoice' should be disabled

Disabled Validations Screen with Purchase Invoice: Shipping Charges Missing On Purchase Invoice disabled

Purchase Invoice: Shipping Charge Mismatch

Validation 'Purchase Invoice: Shipping Charge Mismatch' should be disabled

Disabled Validations Screen with Purchase Invoice: Shipping Charge Mismatch disabled

Total Tax - Static Value

As many invoices do not contain the tax value, a Static Value of '0' should be set on the template

Total Tax set as a static value of 0

Active Company

If only 1 company is being used by IA then this should be selected as the active company. This will result in the company be auto-populated in various text fields (like the upload screen).

The active company dropdown menu