How Dooap selects the vendor when the invoice is imported to Dooap?
Dooap identifies vendors by comparing the digitized XML data of each invoice against a hierarchy of criteria. Dooap sequentially matches the information listed below with a unique vendor record in the master data, moving to the next criterion as long as a match is found.
Recognition Criteria
The XML data is compared in this order until a match with the XML data and the vendor master data is found:
- Bank Account Number
- IBAN Number
- Tax Exempt Number
- Organization Number
- Vendor Account Number
- PO number
- Vendor address along with the first 5 digits of the ZIP/Postal Code
- Vendor Name.
If no matches are found, the invoice is imported with an unidentified vendor, leaving the vendor header field blank.
Recognition Based on a Partial Match
An additional feature allows vendors to be identified based on the closest partial match of their names and addresses. This feature requires separate activation.
💡If the vendor recognition feature based on partial matching is not activated, the vendor name must match exactly (100 %) as it appears in Dooap for the system to correctly select the vendor for the invoice.
With this feature, it is also possible add specific words and symbols that will be ignored during vendor recognition to a list. This list is tailored to each customer and is managed by Dooap Support.
To enable the feature, please contact us via email support@dooap.com.
An Example
An an invoice from "Google Services Inc." can be matched to "Google Inc." in the vendor master data if it is the closest match and meets your tenant's configurable confidence level.