Key Matching Methods for AP Automation in Epicor ECM Docstar

Below, we highlight the core invoice matching methods in Epicor ECM and how they enhance AP automation.  

PO Invoices Matching

Matching invoices to purchase orders (POs) eliminates manual errors and speeds up reviews and approvals. Epicor ECM Docstar automates this process with advanced matching features. 

• Advanced Payments & Pre-Payments: Links advanced payment invoices to existing POs for pre-payment purposes. 

• Job Miscellaneous Charges: Automates job-related charges with custom ECM datalinks and workflow steps to reduce manual input. 

• Line Miscellaneous Charges: Assigns charges at the line-item level instead of the invoice header to ensure precise cost allocation. 

• Miscellaneous Charge Matching (Header or Line): Matches miscellaneous charges to their corresponding POs to reduce discrepancies and manual validation. 

• Variance Handling & Approvals: Automatically evaluates discrepancies and routes invoices for approval based on set thresholds. 

• Multi-PO Invoice Matching: Processes invoices linked to multiple POs to streamline receipt matching. 

• Drop Shipment Automation: Uses invoices as shipment confirmations to trigger automated drop shipment workflows in Epicor. 

• Multi-Invoice Matching to a Single Receipt: Matches multiple invoices to one packing slip to ensure accurate reconciliation even when some lines are already closed. 

• Currency Conversion: Ensures real-time currency conversion between the vendor’s invoice currency and Epicor’s base currency to prevent exchange rate mismatches. 

Non-PO Invoice Handling

Non-PO invoices require structured approval workflows to prevent errors and unauthorized payments. Epicor ECM simplifies this with: 

• Tiered Approval Thresholds: Automates approvals based on predefined rules to reduce manual oversight. 

• Multi-GL Account Handling: Distributes invoice amounts across multiple general ledger accounts for accurate financial tracking. 

General AP Automation Features in Epicor ECM Docstar

Epicor ECM enhances overall AP efficiency with intelligent processing tools. 

• Date Formatting: Its Intelligent Data Capture (IDC) feature recognizes multiple locales and supplier-specific date formats for accurate data extraction and entry. 

• Tax Handling (Including Quebec & Europe): Automatically applies tax rules and accounts for rounding differences. 

• Interactive Forms & Validations: Ensures accurate data capture by linking fields and validating inputs before submission.