Configure invoice validation

Choose which invoice issues warn your team or block validation, with supported tolerances and vendor overrides.

Understand the available actions

Open Settings > Company > Invoice validation. Each check explains the invoice issue it detects and shows only the controls that check supports. Some checks appear only after your integration has the required configuration.

Off stops that check from reporting the issue.
Warning shows the issue without holding invoice progress. A reviewer who can edit the invoice can dismiss the warning with a reason; it returns if the invoice changes and the check still finds the issue.
Blocking requires the issue to be resolved or reviewed before the invoice can leave validation.
The page lists only choices your company can change. Platform-enforced integrity and export safeguards continue to run in the background without appearing as settings.

When your company setup includes purchase-order checks, price, quantity, and receipt checks can appear independently. Each check has its own action and tolerance where supported. The controls are Off, Warning, and Blocking.

Depending on your company’s setup, a purchase order in revision cannot be used for invoice matching. Invoices referencing it are blocked from submission and export until the purchase order is eligible again. This safeguard cannot be disabled in settings.

When your company’s setup includes it, PO export readiness also checks the matched order’s units, price basis, accounting assignments, and receipt quantities. On an ordinary invoice, a new PO-line match or a change to the matched PO line copies that line’s unit and locks it when the PO line has one. Unrelated edits keep the locked unit unchanged. On a line without a matched PO line, choose a supported unit from the dropdown. Selecting only a PO header does not remove that requirement; picking a receipt fills in the line’s PO line. Quantities and amounts are not converted. A newly chosen unit on any invoice, credit memos included, must be one of the dropdown’s choices or left empty; credit memos still do not need a unit on lines without a matched PO line. Correct missing source units or an incorrect match before exporting. Turning off a review check does not bypass export safeguards.

When your company’s setup requires receipts, each PO-matched line on a standard invoice requires a matching receipt covering the billed quantity. Missing receipts block validation and export, even when your ERP does not require delivery processing for that order. Credit memos keep their separate receipt rules.

Sender rules, vendor master trust, and attachment choices live under Settings > Company > Email > Incoming email instead of invoice validation.

Change a validation check

Confirm the current company. Validation choices apply to the selected company, not the whole organization.
Read the check description. Identify what the check evaluates before changing the action.
Choose the action. For invoice checks, choose Off, Warning, or Blocking. Use Blocking only when the finding must be resolved or reviewed before validation can finish.
Set supported values. Some checks also expose a tolerance or another business input under Fine-tuning. Use an approved value and keep units consistent with the label shown. Use Vendor overrides when the check supports different limits for named vendors.
Test both outcomes. Verify one record that should pass and one that should trigger the check. Confirm the visible notice and any resulting task or route before relying on the setting.

For purchase-order price checks, Under-price difference outcome lets you choose whether a price below the purchase order, beyond the allowed tolerance, raises a warning or blocks final validation. If you leave it unset, the check’s outcome applies. This option appears only when the required purchase-order line configuration is available.

Announced in Clearer invoice review, validation, and Return to AP.