Course Outline
Statement Reconciliation
Reconciling statements
Indigo Pro will automatically reconcile statements sent in by the supplier and notifies the user of any missing invoices
When do I use statement reconciliation?
Statements are automatically reconciled by Indigo Pro. Users can view these statements at any time and request missing invoices from suppliers.
Advantages of statement reconciliation
- Works automatically, no manual actions required.
- Request missing invoices from suppliers within the system
- Reduce time spent by employees on statement reconciliation
Request missing invoices
If an invoice is missing from then statement it will be highlighted by the system. Request a missing invoice from within Indigo Pro by selecting “Request missing”
Type the suppliers email into the pop-up box, and indigo pro will send an email to the supplier requesting the missing invoice with the statement attached.
Suppliers history
To view all invoices and statements sent in by a supplier, select “Supplier history”
Edit supplier format
If the invoice number on the statement doesn’t match the number on the invoice