Match Media Invoices to Insertion Orders

When managing media invoices, matching them to insertion orders (IOs) is crucial for tracking vendor spend against your approved plans. This process is especially important when you need to reconcile any discrepancies for make-goods or credits. You'll want to start by extracting the IO numbers from your invoices and organizing them in a spreadsheet, ensuring that you have a clear view of which invoices correspond to which approved plans.

To begin, upload your invoice PDFs to BillToSheet, and let the tool convert them to a CSV or Excel file. Once your data is in a manageable format, filter the entries to locate the IO numbers. It’s helpful to create a separate column in your spreadsheet to match these numbers with your internal records. Make sure to double-check for any variations in naming or formatting, as these can lead to mismatches and may require manual adjustments.

One common pitfall to avoid is overlooking any changes in IO numbers or vendor details throughout the campaign. Always verify that the information in your invoices aligns with your internal documentation to prevent confusion later on. Additionally, if you encounter any discrepancies, document them carefully, as this will aid in discussions with your vendors about credits or adjustments. By maintaining meticulous records and using BillToSheet effectively, you can streamline your reconciliation process and ensure accurate financial tracking.