Overview
For instructions on general purpose document linking, please see Linking documents to other items in Settle.
Linking bills to ordering documents, such as purchase orders or work orders, allows you to auto-compare line items, amounts, totals, and more. This also allows you to track the associated costs across bills to each PO. Settle helps you ensure that you're getting what you paid for and you're only paying for what you got.
Settle’s comparison tools help ensure that you're getting what you paid for and only paying for what you received.
Link a Purchase Order or Work Order to a Bill
Click into the relevant Bill in Settle where you would like to attach a document.
To link a Purchase Order, navigate to the Details tab and use the PO # field to search and select your Purchase Order.
For Work Orders or other documents, navigate to the Linked documents tab and click the Link document button. You can then select a specific document type and the document.
If you're not seeing an Ordering Document that you had previously added, just make sure the Order is associated with the same Vendor as the bill.
Once your Bill is linked to an ordering document, Settle’s automatic comparison tools may generate alerts to proactively flag discrepancies between documents.
👉 Learn more about how Three-Way Match works in Settle.