{"product_id":"trevagsmatchning-inkopsorder-leverans-faktura-2026-2027-fakturakontroll-excel-word-pdf","title":"Three-way matching Purchase Order–Delivery–Invoice 2026\/2027 – Invoice Verification \u0026 Excel | Word\/PDF","description":"\u003csection class=\"mb-product-description\" lang=\"en\"\u003e\n\u003ch2\u003eThree-Way Matching 2026\/2027 – compare purchase orders, goods receipts, and supplier invoices\u003c\/h2\u003e\n\n\u003cp\u003eHas the supplier invoiced the \u003cstrong\u003ecorrect quantity and agreed price\u003c\/strong\u003e for what has actually arrived? With this document package, companies can structure three-way matching prior to separate invoice approval. You receive a functional Excel template, internal control routines, matching protocols, a discrepancy form, an English working document, and a detailed user guide.\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003ePrice 79 SEK · Word (DOCX), PDF, and Excel (XLSX) · Swedish with English working form.\u003c\/strong\u003e Developed for Swedish companies, warehouses, workshops, purchasing teams, associations, and other businesses with goods procurement.\u003c\/p\u003e\n\n\u003cnav aria-label=\"About the document template\"\u003e\u003cstrong\u003eAbout the document template:\u003c\/strong\u003e \u003ca href=\"#mb-innehall\"\u003eWhat's included\u003c\/a\u003e · \u003ca href=\"#mb-excel\"\u003eExcel template functions\u003c\/a\u003e · \u003ca href=\"#mb-steg\"\u003eStep by step\u003c\/a\u003e · \u003ca href=\"#mb-juridik\"\u003eRules and limitations\u003c\/a\u003e · \u003ca href=\"#mb-faq\"\u003eFAQ\u003c\/a\u003e\u003c\/nav\u003e\n\u003caside style=\"margin:16px 0;padding:15px;background:#EDF7F0;border-left:4px solid #37805D\"\u003e\u003cstrong\u003eSource-verified October 13, 2026.\u003c\/strong\u003e The package has been developed based on the Swedish Accounting Act, the Swedish Tax Agency's current guidance on vouchers, and industry-standard methodology for three-way matching. This labeling does not imply government approval, external legal review, or certification. A three-way matching template is not a generally mandated standard document.\u003c\/aside\u003e\n\u003ch2 id=\"mb-innehall\"\u003eWhat is included in the document package\u003c\/h2\u003e\n\n\u003ctable\u003e\n\n\u003cthead\u003e\u003ctr\u003e\n\n\u003cth\u003eDocument\u003c\/th\u003e\n\n\u003cth\u003eWhat you use it for\u003c\/th\u003e\n\n\u003cth\u003eFormat\u003c\/th\u003e\n\n\n\u003c\/tr\u003e\u003c\/thead\u003e\n\n\u003ctbody\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eThree-Way Matching – internal routine\u003c\/td\u003e\n\n\u003ctd\u003ePractical process for orders, receipts, invoice verification, discrepancy management, and division of responsibilities.\u003c\/td\u003e\n\n\u003ctd\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eMatching protocol \u0026amp; decisions\u003c\/td\u003e\n\n\u003ctd\u003eDocument quantities, prices, references, differences, and separate authorized approval decisions.\u003c\/td\u003e\n\n\u003ctd\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eDiscrepancy, block \u0026amp; correction request\u003c\/td\u003e\n\n\u003ctd\u003eInvestigate and document excessive invoice amounts, price changes, missing deliveries, and corrections.\u003c\/td\u003e\n\n\u003ctd\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eThree-Way Matching – English\u003c\/td\u003e\n\n\u003ctd\u003eSupplementary English working form for Swedish businesses with English-speaking teams.\u003c\/td\u003e\n\n\u003ctd\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eDetailed user guide\u003c\/td\u003e\n\n\u003ctd\u003eStep-by-step instructions, examples, formulas, controls, common errors, official sources, and English quick guide.\u003c\/td\u003e\n\n\u003ctd\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eThree-way matching \u0026amp; invoice control\u003c\/td\u003e\n\n\u003ctd\u003eExcel workbook with eight worksheets, formulas, dashboard, and discrepancy tracking.\u003c\/td\u003e\n\n\u003ctd\u003eXLSX\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\n\u003c\/tbody\u003e\n\n\n\u003c\/table\u003e\n\n\u003cp\u003e\u003cstrong\u003eTotal of 11 files in ZIP:\u003c\/strong\u003e 5 editable Word documents, 5 searchable A4 PDFs, and 1 Excel workbook. No monthly fee or physical delivery.\u003c\/p\u003e\n\n\u003ch2 id=\"mb-excel\"\u003eExcel template for three-way matching and invoice control\u003c\/h2\u003e\n\n\u003cul\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eOverview:\u003c\/strong\u003e number of purchase lines, registered receipts, invoiced lines, basic checked lines, and discrepancy indicators.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003ePurchase lines:\u003c\/strong\u003e up to 100 item lines with unique line keys, agreed price, and ordered quantity.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eReceipts:\u003c\/strong\u003e up to 160 lines where separate partial deliveries are linked to the purchase line ID.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eInvoice lines:\u003c\/strong\u003e up to 160 entries with invoice number, item, invoiced quantity, and unit price excluding VAT.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eMatching control:\u003c\/strong\u003e automatic summation of received and invoiced quantities, price differences, and flags for insufficient receipts, exceeded orders, and higher invoice prices.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eDiscrepancies:\u003c\/strong\u003e up to 100 investigation cases with assigned responsibility, action, deadline, and manual decision status.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eSettings:\u003c\/strong\u003e ability to specify company and approved positive price tolerance, with zero percent as a cautious standard.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eInstructions:\u003c\/strong\u003e built-in guide, process description, and source references.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003caside style=\"margin:16px 0;padding:15px;background:#FFF3D6\"\u003e\u003cstrong\u003eNote:\u003c\/strong\u003e Status \u003cem\u003eCAN BE REVIEWED\u003c\/em\u003e does not mean the invoice is approved for payment. Excel does not perform automatic material review, authorization, or bank payments. The tool matches manually linked item lines. Quality, freight, discounts, VAT, currencies, contractual changes, and credit notes must be checked separately. Documentation and an authorized decision are still required.\u003c\/aside\u003e\n\u003ch2 id=\"mb-steg\"\u003eHow to perform three-way matching\u003c\/h2\u003e\n\n\u003col\u003e\n\n\u003cli\u003eCollect valid purchase order, receipt, and supplier invoice.\u003c\/li\u003e\n\n\u003cli\u003eCreate a unique line key, e.g., PO-001|1, for each purchase line in Excel.\u003c\/li\u003e\n\n\u003cli\u003eRegister the ordered quantity and agreed price excluding VAT in Purchase lines.\u003c\/li\u003e\n\n\u003cli\u003eRegister the quantity actually received in Receipts; enter each partial delivery separately.\u003c\/li\u003e\n\n\u003cli\u003eRegister invoiced item lines and unit price in Invoice lines.\u003c\/li\u003e\n\n\u003cli\u003eReview Matching Control: compare order, receipt, invoice, and price. Investigate all lines that deviate.\u003c\/li\u003e\n\n\u003cli\u003eDocument correction, credit note, or other basis and make a separate approval decision according to the company's internal mandates.\u003c\/li\u003e\n\n\n\u003c\/ol\u003e\n\n\u003ch2\u003ePractical example\u003c\/h2\u003e\n\n\u003cp\u003eA company orders 100 units at 40 SEK each. The warehouse has only received 80 units, but the supplier invoices for 100. Excel then flags \u003cstrong\u003eEXCEEDS RECEIVED\u003c\/strong\u003e. If the invoice instead refers to 80 units at 41 SEK and no positive price tolerance has been set, it flags \u003cstrong\u003ePRICE DISCREPANCY\u003c\/strong\u003e. The supplier may need to explain the discrepancy or send a corrected invoice before further processing.\u003c\/p\u003e\n\n\u003ch2 id=\"mb-juridik\"\u003eAccounting Act, vouchers, and internal controls\u003c\/h2\u003e\n\n\u003cp\u003eThree-way matching is a method for internal control, not a general legal requirement for this specific type of document. However, the Swedish Accounting Act (1999:1078) applies, including \u003cstrong\u003eChapter 5, Sections 6–9\u003c\/strong\u003e regarding vouchers and corrections. The Swedish Tax Agency emphasizes that invoices and other received documents can be included as voucher documentation and that the connection between the business transaction and the documentation must be verifiable. A completed Excel template does not replace the invoice or statutory bookkeeping and does not determine whether an invoice is materially or contractually correct.\u003c\/p\u003e\n\n\u003cp\u003eOfficial and technical sources: \u003ca href=\"https:\/\/www.riksdagen.se\/sv\/dokument-och-lagar\/dokument\/svensk-forfattningssamling\/bokforingslag-19991078_sfs-1999-1078\/\"\u003eThe Swedish Parliament – Accounting Act\u003c\/a\u003e · \u003ca href=\"https:\/\/www4.skatteverket.se\/rattsligvagledning\/edition\/2026.14\/324684.html\"\u003eSwedish Tax Agency – Vouchers 2026\u003c\/a\u003e · \u003ca href=\"https:\/\/learn.microsoft.com\/sv-se\/dynamics365\/finance\/accounts-payable\/three-way-matching-policies\"\u003eMicrosoft Learn – Three-way matching method\u003c\/a\u003e.\u003c\/p\u003e\n\n\u003ch2 id=\"mb-faq\"\u003eFAQ\u003c\/h2\u003e\n\n\u003ch3\u003eWhat is three-way matching?\u003c\/h3\u003e\n\n\u003cp\u003eA comparison between three documents: purchase order, documented receipt, and supplier invoice. The goal is to detect deviating quantities or prices before an authorized person approves the invoice.\u003c\/p\u003e\n\n\u003ch3\u003eCan Excel handle partial deliveries and partial invoices?\u003c\/h3\u003e\n\n\u003cp\u003eYes, several registered receipt and invoice lines can be summarized against the same unique purchase line key. Complex cases still require manual review.\u003c\/p\u003e\n\n\u003ch3\u003eDoes Excel automatically release invoices?\u003c\/h3\u003e\n\n\u003cp\u003eNo. A status flag is only administrative support. Authorized approval and actual payment processing must occur in the company's regular process.\u003c\/p\u003e\n\n\u003ch3\u003eDoes the template work with Fortnox or Microsoft Dynamics?\u003c\/h3\u003e\n\n\u003cp\u003eThe documents can be used as standalone support when working in other systems. No direct integration, automatic import, or export to such systems is included.\u003c\/p\u003e\n\n\u003ch3\u003eIs this the same as accounts payable?\u003c\/h3\u003e\n\n\u003cp\u003eNo. \u003ca href=\"\/en\/products\/leverantorsreskontra-betalningsbevakning-2026-2027-fakturor-delbetalningar-forfallolista-excel-word-pdf\"\u003eAccounts payable\u003c\/a\u003e tracks outstanding supplier debts and payments. This product validates ordered, delivered, and invoiced amounts at the item line level.\u003c\/p\u003e\n\n\u003ch3\u003eAre English documents included?\u003c\/h3\u003e\n\n\u003cp\u003eYes, a separate English working form and a short English user instruction. Swedish documents are the main versions and are based on Swedish conditions.\u003c\/p\u003e\n\n\u003ch3\u003eDo all companies need three-way matching by law?\u003c\/h3\u003e\n\n\u003cp\u003eNo, not as a generally mandatory method. It can be included as a suitable control step depending on the company's purchasing volume and internal control.\u003c\/p\u003e\n\n\u003ch2\u003eDigital delivery\u003c\/h2\u003e\n\n\u003cp\u003e11 digital files in a ZIP (5 DOCX + 5 PDF + 1 XLSX). The product is not physical. The download file must be actually linked to Digital Products for automatic customer delivery.\u003c\/p\u003e\n\n\u003c\/section\u003e\u003csection style=\"margin:24px 0;padding:18px 20px;background:#f1f7f5;border:1px solid #d4e7df;border-radius:10px\"\u003e\u003cp style=\"margin:0 0 8px\"\u003e\u003cstrong\u003eIn-depth guide\u003c\/strong\u003e\u003c\/p\u003e\n\n\u003cp style=\"margin:0\"\u003eRead our practical walkthrough on \u003ca href=\"\/en\/blogs\/foretag\/trevagsmatchning-inkopsorder-leverans-faktura-guide\"\u003ethree-way matching step by step\u003c\/a\u003e with examples, checklists, and frequently asked questions.\u003c\/p\u003e\u003c\/section\u003e","brand":"Svenska Dokumentmallar","offers":[{"title":"Default Title","offer_id":55732895547734,"sku":"TREVAGSMATCHNING-2027-SV","price":79.0,"currency_code":"SEK","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0827\/2373\/3846\/files\/trevagsmatchning_2027_hero.png?v=1791910099","url":"https:\/\/mallbutiken.se\/en\/products\/trevagsmatchning-inkopsorder-leverans-faktura-2026-2027-fakturakontroll-excel-word-pdf","provider":"Mallbutiken","version":"1.0","type":"link"}