• 01/10/2026
  • 2 minutes to read

Matching documents to purchase contracts

The Match to Purchase Contract functionality in Continia Document Capture bridges the gap between incoming vendor documents (such as invoices or receipts) and pre-negotiated purchase contracts in your organization.

By linking documents directly to the relevant purchase contract lines, you can ensure that the invoiced amounts, prices, and start/end dates align with what was originally agreed – reducing the risk of overpayments, discrepancies, or non-compliance with contractual obligations.

To match a document to a purchase contract

  1. Search () for and select Document Categories.
  2. Click the PURCHASE code to open the document journal.
  3. In the document journal, select the desired document and, on the action bar, click Purchase Contract > Match to Purchase Contract. Alternatively, you can use this action on the document card.
  4. On the Purchase Contract Selection page, on the Contracts FastTab, select the related purchase contract.
  5. If the amounts shown on the Match Overview FastTab are correct, confirm the match by clicking Match Purchase Contract on the action bar.

Tip

To manually match a purchase line, click the three dots () by the related Purchase Contract Line No. on the Document Lines FastTab, select the correct line, and click OK.