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Understanding Invoice Reconciliation

This week on Bluhorn Live, our hosts Wes Benwick and Marie Meyer discuss the most frequently asked questions regarding Bluhorn’s invoice reconciliation feature.

Invoice reconciliation is only available to those with a matching ratings subscription. However, obtaining that subscription couldn’t be easier. Just reach out to us, and we will be happy to help.

The main question we get is, what is the easiest way to add invoices? There are two ways to do this through BluHorn. You can either upload them all at once through the post-buy feature or on a worksheet-by-worksheet basis.

The easiest way depends on your specific agency. It will take some time to figure out which works best with your work-flow. Both methods save you time, it just depends on your personal preferences.

So, what should you do when those invoices come in? If you have an open invoice file, you want to either load or match the file. Loading means inserting the loglines so that you can see all of your dates and spot stamps. Matching means matching the invoices against your worksheets. However, before matching, you first have to load the loglines.

So, after you finish loading and making your matches, what do you do with all that new information?

At BluHorn, we have set up a simple process to make your analysis of data even easier. One of the options we have is a color-coded post-buy report. Blue means under, green means a match, while red means you have overages. This report can easily be shared with your clients and provides you with valuable performance information.

Another option is to export your logs. You can export them into either a PDF or CSV file. You can choose what is seen and what is hidden. We know that many users will use these logs as post logs to send to clients to see exactly what ran. There is a wealth of information within these logs that can help to clarify how campaigns actually performed.

BluHorn was created with the intention of making media buying an easy and stress-free process. Tell us what you think we should add to our software, we love hearing from our users and your feedback is how we grow and improve! Reach out to us and let us know your thoughts!

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