What does the Transfer mark mean, and when is it set?
The Transfer mark indicates that the invoice is ready to move from the log to the flow. It’s set automatically when flow/account posting meets your settings in company defaults (e.g., PO/contract matched, reference matchings, or AI confidence meets your threshold).
Can I block an invoice from being transferred?
Yes. Check “Blocked for transfer” and add a reason. You can later uncheck the box and transfer the invoice.
Can invoice transfer from the log be automated?
Yes. Many organizations schedule a daily job (or multiple runs) that auto-transfers all invoices with the Transfer mark set. Note that this requires configuration from a Rillion Professional Services consultant.
How does Rillion decide the matching method for each invoice?
Matching follows a sequence: PO Matching (line/header), Contract Matching, Account on imported lines, AI Matching (if enabled), and finally Reference Matching (account posting proposal).
In Reference Matching, what’s the priority for flow selection?
Priority is: (1) Reference match rule, (2) Flow proposal named same as Reference 1/2 (or alias), (3) Vendor standard flow, (4) Company flow. The most specific match wins.
What is Reference 1 and Reference 2 used for?
They hold vendor-provided identifiers (e.g., recipient, project, department) that are used to select flows and account coding. You can map captured values with aliases to handle variations/misspellings.
Can I add aliases directly from the invoice log?
Yes. When you select the correct Reference on an invoice, the system prompts to save the captured value as an alias for future automatic matching.
Can I auto-populate dimensions in account posting for references?
Yes. If configured, captured reference 1/2 can be treated as objects (dimensions) to fill coding fields automatically, along with default values (e.g., project → default cost center).