PO matching means checking a supplier bill against the purchase order it belongs to before you pay it.
What Sage Intacct does on its own
Match tolerances compare quantity and unit price across PO, receipt and PO purchase invoice and flag exceptions.
- Needs Purchasing.
- Quantity and unit price only.
What you need in Sage Intacct
- Purchasing application
- Permission to configure Purchasing
- Accounts Payable and General Ledger subscriptions
Setting it up in Sage Intacct
Where to find it: Purchasing > Setup > Configuration > Enable match tolerances
- Tick Enable match tolerances on the Configure Purchasing page.
- Choose the transaction definitions to validate, for example the PO receipt and the PO purchase invoice.
- Set Quantity tolerance percent and Price tolerance percent for each.
- Convert the purchase order to a receipt and then to a PO purchase invoice.
- Review flagged documents by filtering State by Exception under View transactions.
Good to know in Sage Intacct
- At least one definition you validate must post to Accounts Payable.
- A document on a validated definition cannot be created standalone and does not go through approval.
- Overriding exceptions cannot be done through the API or a CSV update.
How to do it in Sage Intacct
How to match a bill to a purchase order in Sage Intacct
In Sage Intacct, open the purchase order, compare each bill line to the purchase order line on quantity and unit price and query any difference before you approve.
How to handle a partial delivery against a purchase order in Sage Intacct
In Sage Intacct, keep the purchase order open, check each bill against what has been billed so far and close the purchase order only when the last delivery is invoiced.
How to set a price tolerance on purchase order matching in Sage Intacct
Yes. Tick Enable match tolerances under Purchasing > Setup > Configuration and set a percent for quantity and unit price. A bill outside tolerance is saved as an exception until someone overrides it.
What Pulsify adds
- Your open purchase orders come into Pulsify from Sage Intacct.
- Pulsify links each invoice to its purchase order.
- It matches each invoice line to a PO line and flags lines that bill more than ordered, are priced differently or are not on the PO.
- A panel shows how much of the PO has been claimed, what this invoice adds and what is left. This handles part deliveries and progress claims.
- Approve. The bill is created in Sage Intacct against the purchase order.
Pulsify connects to Sage Intacct. We set up the connection for you. More about PO matching in Pulsify.
What Pulsify does not do
- PO matching is two-way: invoice to PO. Pulsify has no goods receipts.
- There is no tolerance setting. Pulsify compares to the cent and the approver decides.
More help
- PO matching for Business Central
- PO matching for MYOB Acumatica
- PO matching for Sage 200
- Supplier price checks for Sage Intacct
- Purchase orders for Sage Intacct
- Supplier statement reconciliation for Sage Intacct
- All Sage Intacct how-to guides
Sources
Last checked 2026-10-19.
Common questions
Does Sage Intacct need the Purchasing application for 3-way match?
Yes. Match tolerances sit in Purchasing, so you need that subscription with Accounts Payable and General Ledger. Quantity and unit price are compared across the PO, receipt and PO purchase invoice.
What happens to a bill outside tolerance?
It is saved in the Exception state and is not posted until a user with permission corrects it or selects Override exception. With a 10% price tolerance, a bill 15% over the receipt is held.
Does Pulsify stop a bill with a price difference?
No. Pulsify flags the difference on the bill. The approver decides whether to approve, reject or send it back.
Pulsify setup guides
Want this done for you?
Book a call to see how Pulsify handles PO matching in Sage Intacct.