Use this checklist to give Watchdog enough information to perform a useful invoice review.
1. Bring in invoices
Choose the ingestion method that fits your workflow:
- Connect an accounting system for repeatable synchronization.
- Upload PDF or supported XML invoices in Watchdog.
- Use the public API for a server-to-server workflow.
See Bring in invoices or connect an accounting system.
2. Add commercial terms
Create an agreement for the supplier and add the documents that define the relationship. Include contracts, appendices, and price lists that affect what should be charged.
See Agreements and pricing.
3. Confirm the invoice-to-agreement match
Watchdog proposes relevant agreements for each invoice. Confirm the correct match when a decision is required. A confirmed match tells Watchdog which terms to evaluate.
4. Review findings
Open Alerts to see potential discrepancies. Read the explanation, compare it with the cited invoice and agreement evidence, and decide whether the finding is valid.
See Review findings.
5. Follow up
Dismiss findings that do not require action. Add valid findings to a claim when you are ready to contact the supplier.
Start with one supplier and a small set of recent invoices. Confirm that the agreement and pricing data produce the expected checks before expanding the scope.
