Accounts payable templatesAutomate three-way matching in NetSuite
Modern checks every vendor bill in NetSuite against its purchase order and item receipt. Clean matches are queued for approval, and anything off on price or quantity goes to the budget owner in Slack.
TriggerWhen a vendor bill is entered in NetSuite
Steps4 steps, from trigger to sign-off
ControlBudget owner approves bills with differences
Free to start. No card needed.
When a vendor bill is entered in NetSuiteThe instruction
“When a vendor bill is entered in NetSuite, match it to its purchase order and item receipt. If price and quantity agree within 2%, mark it ready for approval. If not, post the differences to the budget owner in Slack with the PO and bill linked, and approve or reject the bill in NetSuite based on their answer.”
Works with every major ERP
- +100 more
How it runs
4 steps from trigger to sign-off
- 01
Pick up the bill
Reads each new vendor bill in NetSuite with its lines, PO and supplier.
NetSuite - 02
Run the three-way match
Compares bill lines with the PO and item receipt by item, quantity and price.
Modern - 03
Route differences
Sends the budget owner each difference, with the PO and bill linked.
Slack - 04
Approve the bill
The budget owner approves or rejects in Slack, and Modern updates the bill status in NetSuite.
NetSuite
Replaces bill approvals software
Still paying for bill approvals?
This template does the job of ApprovalMax inside Modern. Run the stack audit to see what you could cancel across your whole finance stack.
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FAQs
Match bills to purchase orders and receipts: FAQs
Can’t find what you’re looking for? Send us a message and a person on the team will answer.
The one you set. A common starting point is 2% or $50 on price and an exact match on quantity, and you can set different rules per supplier.
Modern routes them to the budget owner for the department on the bill, with the coding it suggests.
Yes. Modern matches bills to purchase orders in Xero, QuickBooks, Sage or NetSuite, and uses item receipts wherever your ledger records them.