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 a draft agreement for the supplier and add the documents and pricing that define the relationship. Complete the setup checklist, then activate the agreement to start checking new matching invoices. You can also run sample checks against existing invoices.
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, choose an agreement, then a topic to review its findings. 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.
