Workday - Find Supplier Invoices by Received Date and/or Match Status - Report Help Doc

Workday report, "Find Supplier Invoices by Received Date and/or Match Status" will help you filter invoices to see invoices in various statuses.   

Match Exception:  Users can pull up the invoice details, process history and match exception details.  They can process receipts, change orders needed to clear match exceptions without having the tasks assigned to other users.  

Here are the steps to run the report to filter for invoices in Match Exception:

In the Workday search field type in part of the report name and select the report:

Select the company or companies, set the filters as shown:

To see the details of each invoice in exception, right click on the magnifying glass and select "See  in New Tab"

The invoice will load in a new tab.  Scroll down to the line items to see the Match Exception details.  In this case, the invoice is in exception because the receipt was not processed on the PO.  To clear the exception, confirm receipt of goods and then process the receipt on the PO:

To see ALL invoices in Draft or In Progress status, set your filters as shown below:

To view the details for "In Progress" with no match status, follow the steps below:

Right click on the magnifying glass and choose, "See in New Tab" to see the details of the invoice...

Here you can see that the invoice is waiting for the "Property Finance Approver" to review and provide the PO number to be linked to the invoice.  

Use the same process to see Draft invoices with no match status.  If the invoice needs to be reviewed and processed, open an AP Ticket and provide them with the SINV and PO number so they can review and link the PO to the invoice.  

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