Made2Manage Invoice Automation Required Settings and Tips

Article • 4/10/2026 • 1 min read

M2M requires certain optional settings in Invoice Automation to be configured to function, these are listed below:

Receiver Matching

Receiver matching in General Settings should be enabled.

Settings Screen with Receiver Matching enabled

Purchase Invoice: Shipping Charges Missing On Purchase Invoice

Validation ‘Purchase Invoice: Shipping Charges Missing On Purchase Invoice’ should be disabled

Disabled Validations Screen with Purchase Invoice: Shipping Charges Missing On Purchase Invoice disabled

Purchase Invoice: Shipping Charge Mismatch

Validation ‘Purchase Invoice: Shipping Charge Mismatch’ should be disabled

Disabled Validations Screen with Purchase Invoice: Shipping Charge Mismatch disabled

Total Tax - Static Value

As many invoices do not contain the tax value, a Static Value of ‘0’ should be set on the template

Total Tax set as a static value of 0

Active Company

If only 1 company is being used by IA then this should be selected as the active company. This will result in the company be auto-populated in various text fields (like the upload screen).

The active company dropdown menu