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Event invoice reconciliation

Reconciling every invoice from one event.

A meeting has one budget and many invoices: the hotel master bill, the AV company, an offsite venue, transportation, décor, speakers. Event invoice reconciliation brings them back to one set of commitments.

The short answer

Event invoice reconciliation matches each vendor's final invoice to its own agreement, then checks the invoices against each other and against the event budget. The two main risks are overcharges on a single invoice and the same service billed by two vendors, or billed by the hotel when a vendor already charged for it.

Start with the hotel master bill, because it's usually the largest invoice and the others overlap with it. Then reconcile each outside vendor against its contract and your purchase approvals.

What to reconcile each invoice against

InvoiceGoverning documentsTypical overlap to check
Hotel master billHotel contract, BEOs, addenda, change ordersIn-house AV, power and rigging, outside-vendor fees
In-house AVAV agreement, AV BEOs, contracted discountEquipment also billed on master; labor minimums
Outside AV productionProduction quote, change ordersHotel patch, power or rigging fees for outside vendors
Offsite venue and cateringVenue agreement, catering proposal, final countsStaffing, rentals, service charge base
Ground transportationTransport agreement, final manifestHotel valet or parking charges for the same guests
Décor, rentals, entertainmentQuotes and signed ordersHotel setup labor or storage fees

An order that works

  1. 01

    Collect final invoices, not proformas

    Proformas and estimates change. Reconcile only against the final invoice for each vendor.

  2. 02

    Reconcile the hotel master bill first

    It's the largest and most complex invoice, and it touches most other vendors. See hotel master bill reconciliation for the method.

  3. 03

    Reconcile each vendor against its own agreement

    Quantities, rates, dates and approved changes. Keep a note of every onsite change and who approved it.

  4. 04

    Check for overlaps

    Look for the same service on two invoices: for example, the hotel charging a patch fee for audio the outside AV company also billed, or two vendors charging for the same setup labor.

  5. 05

    Compare with the budget

    Explain every variance from the approved budget, whether it came from a vendor error or a real change in scope.

  6. 06

    Record the outcome

    For each invoice: approved as billed, approved after correction, or disputed. Keep the evidence together for finance or your client.

Where FolioMatch fits, and where it doesn't

FolioMatch reconciles the hotel or venue final bill against the agreement and the supporting event documents: contract, BEOs, addenda, change orders and AV agreements. That's the largest and hardest invoice, so it's usually the best place to start.

FolioMatch isn't an accounts payable system. It doesn't pay vendors, sync with accounting software, or manage a budget. If an outside vendor's agreement is uploaded as a supporting document, FolioMatch can use it as evidence when checking the hotel bill, for example to spot an AV patch fee. It doesn't produce a separate audit of every vendor invoice.

If your question is specifically about the hotel, start at hotel master bill audit. If it's about the whole close-out timeline, see post-event reconciliation.

An overlap between invoices

A common case at hotels that charge outside AV companies for power and patching.

Sample data · Illustrative

Outside AV invoice: audio patch included (quote p. 2)
$0.00 extra
Hotel master: "Outside vendor audio patch" × 3 days
$1,350.00
Hotel contract: outside vendor fees waived (addendum p. 1)
$0.00
Value requiring review
+$1,350.00
Sample figures. The addendum waiving outside-vendor fees is the governing term here.

Terms

Proforma
An estimated invoice before the event. It's useful for budgeting, not for reconciliation.
Patch fee
A hotel charge for connecting an outside vendor's audio to the house system.
Change order
A signed change to scope or price after the original agreement.
Variance
The difference between budgeted and actual cost for a line.

Keeping one record per vendor

Reconciliation across vendors only works if each vendor has one complete file: the signed agreement, every approved change, the final invoice, and your notes on onsite changes. When those live in different inboxes and folders, you end up reconciling against an incomplete picture and raising questions you could have answered yourself.

A simple convention helps: one folder per event, one subfolder per vendor, and a short log of onsite approvals with names and dates. When a vendor's invoice arrives, you reconcile it against that folder, not against memory.

For the hotel specifically, the folder is the contract, addenda, every BEO revision, change orders and the final master bill. That set of documents is exactly what FolioMatch audits against, so keeping it complete doubles as preparation for the audit.

When two invoices disagree

The hardest reconciliation questions involve two vendors: the hotel bills a setup fee for work the décor company says it did itself, or the outside AV company's quote includes power that also appears on the master bill. Neither invoice looks wrong on its own.

Resolve these against the agreements, not the invoices. Which vendor's contract included the service? Did the hotel's contract or an addendum waive or reserve fees for outside vendors? The answer is usually in the paperwork, and when it isn't, the finding is a question for both vendors, not an assumption against either.

Questions

Does FolioMatch audit AV or transportation invoices on their own?

Not as separate audits. It checks the hotel or venue final bill, and can use AV agreements and other supporting documents as evidence.

Can I upload an outside vendor's contract to the same event?

Yes, as a supporting document. It's included in the same audit.

Does FolioMatch connect to our accounting system?

No. There are no integrations. You upload documents and get evidence-backed findings and a report.

Who is this for?

Planners and agencies closing out meetings and conferences. See for meeting planners.

In what order should I reconcile event invoices?

Largest and most connected first, which is usually the hotel master bill. Other vendors' charges often overlap with it, so reconciling it first tells you what the hotel already billed before you review the rest.

What if a vendor invoice is higher than the quote?

Check for approved change orders first. If none cover the difference, raise it with the vendor in writing, quoting the original agreement. The same evidence-based approach as the hotel bill applies.

Related

You negotiated the deal. Make sure you got it.

Upload your contract, BEOs and final hotel bill. FolioMatch shows what needs attention and the source evidence behind every finding.

Audit a bill