3 way match (PO, Goods Receipt, Invoice)

Help & advice
1

We are looking to add in a more defined 3 way match process (PO, Goods Receipt, Invoice) to ensure quantities and values all align.

To help with this, we wanted to get advice on the following three items:

  1. is there a way for a supplier invoice to not be posted to our accounting system (Xero) until the 3 way match is done in Breww?

  2. when raising an inventory receipt, can the default option (or only option) be to set up a blank inventory receipt so then amounts need to be added manually?

  3. could you consider implementing an automatic check that ensures all quantities and values align based on uploaded documents?

2

Hi Murray, Thanks for your message, and welcome to the community!

  1. Breww will be able to post an inventory receipt to Xero as a bill at the point you select the ‘Invoiced by supplier’ button on the IR; so, this will allow you to check that your inventory receipt is correct, and this matches the supplier invoice before selecting this button.

  2. You can create a blank IR by selecting Stock items > Goods in > Inventory receipts > New inventory receipt, and then selecting the Related purchase order.

  3. If you would like to see a new feature added to Breww to improve this process, it would be great if you could raise this with the team as a feature request here. Let me know if you need anything else!