Skip to main content

Receipts Overview

Receipts in Mod AI are receiving documents -- also known as goods receipts or delivery confirmations -- synced directly from your ERP system. They confirm that goods or services listed on a purchase order were actually received by your organization.

How Receipts Arrive in Mod AI​

Receipts are pulled into Mod AI automatically through your ERP integration. When a receipt is created or updated in your ERP, it syncs to Mod AI during the next sync cycle. There is no manual upload process for receipts -- they always come from your ERP.

info

Receipts are synced from your ERP. To create or modify receipts, use your ERP system. Mod AI mirrors your ERP data in read-only mode.

Why Receipts Matter in Mod AI​

Receipts enable three-way matching, which is the most thorough way to verify an invoice before approving payment. Three-way matching compares three documents:

  1. Invoice -- What the vendor says you owe.
  2. Purchase Order -- What you agreed to buy.
  3. Receipt -- What you actually received.

By checking all three, your team confirms that the vendor is billing for goods or services that were both ordered and received. This catches issues like invoices for items that never arrived, partial shipments billed at full price, or quantity discrepancies between what was ordered and what was delivered.

Without receipts, Mod AI can still perform two-way matching (invoice to PO). But three-way matching adds the critical receiving verification step that many organizations require. For full details on how matching works, see Matching Invoices to POs and Receipts.

Accessing Receipts​

To view your receipts, click Receipts in the left sidebar. This opens the receipt list page.

The Receipt List Page​

The receipt list shows all receipts synced from your ERP. Key columns include:

  • Receipt Number -- The receipt or receiving document number from your ERP.
  • PO Reference -- The purchase order this receipt is associated with.
  • Vendor -- The vendor the goods or services were received from.
  • Date -- The date the receipt was created.
  • Status -- The current status of the receipt. See Receipt Statuses for a full breakdown.

You can search, filter, sort, and create saved views to find exactly what you need. See Searching & Filtering Receipts for details.

The Receipt Detail Page​

Click on any receipt in the list to open its detail page. The detail page shows:

  • Header information -- Receipt number, PO reference, vendor, date, and status.
  • Line items -- Each item received with description, quantity received, and unit details.
  • Linked purchase order -- The PO this receipt is tied to, with a link to view the PO.
  • Matched invoices -- Any invoices that have been matched to this receipt, with links to view each invoice.

Read-Only Data​

All receipt management -- creating, editing, and voiding -- happens in your ERP system. Mod AI displays your receipt data for reference and matching purposes only. You cannot modify receipt data within Mod AI.

If you notice incorrect receipt data in Mod AI, update the receipt in your ERP and wait for the next sync cycle to bring the corrected data into Mod AI.

Learn More​

We use cookies to understand how visitors use our site.