Suppliers
Automated Search
Purchase Orders
Automated Search
Cache
To avoid overuse of the Unit4 APIs and to speed up processing, some data is temporarily cached by the service. The amount of time will depend on the cache settings — invoice extension or statement matching extension — but by default it is one hour.
Coding
It is completely optional but you may provide the account coding for invoices in Rossum before sending the data to Unit4.
Errors, Warnings & Information
When the extension processes, various information messages, warnings and errors will be generated and presented to the user in the screen. Examples are shown below.
Exporting to Unit4
The Export Process
Matching to Legal Entities
As with all coding, this only applies to non-purchase order invoices.
Statement Matching
Statement matching reconciles the lines on a supplier statement against the open and historical transactions for that supplier in your Unit4 ERP, so you can confirm what is owed without manually checking each line in ERP.
Statement Matching Export
Once a statement has finished processing, a report of the matching outcome is written back to ERP and attached to the supplier, alongside the original statement document.