When should Reference Matching be used?
It should be used when invoices from the same vendor need different flows or account postings based on details like reference text, project number or cost center. It’s ideal for situations where the reference indicates who should approve the invoice or how it should be coded, rather than relying only on the vendor. For detailed steps, see the Getting Started Guide – Reference Matching.
How do I connect account coding to a Reference?
To connect account coding to a reference in Rillion Prime, create an Account Posting Proposal and set up Reference Matching rules. Link the proposal to the vendor and the reference field and add any conditions like amount thresholds if needed. When an invoice matches these criteria, Rillion automatically applies to the correct coding. For detailed instructions, see the step-by-step guides (Reference matching) and the Rillion Getting Started Guide – Reference Matching.
How does Dynamic Flow work?
Dynamic Flow in Rillion Prime automatically builds approval flows based on rules you set. It adds roles dynamically when certain conditions are met, such as specific account coding, objects, or invoice amounts. This means the flow adapts if coding changes and can combine dynamic roles with fixed ones. For detailed setup instructions, refer to the Getting Started Guide – Reference Matching and the Dynamic Flow step-by-step guide.
When should I use Dynamic Flows vs Flow Proposals?
Use Dynamic Flows when coding (project/cost center) and authorization limits to drive the approver selection dynamically. Use Flow Proposals for stable, template-based workflows or when manager-based escalation is needed.