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Module 2: Partial matches

Two of three agree — investigate without inventing a match. · ~35 min

Progress this module: 0/2 required labs passed

Partial match: two of three fields agree (ref/amount/date). Investigate; do not invent a full match.

Amount mismatches (tax, short-pay, FX) are their own bucket — not exact matches.

  • Date off by a day with same ref+amount → often MATCH_PARTIAL.
  • Same amount+date, different refs → REF_MISMATCH until confirmed.
  • Same ref, different amount → AMT_MISMATCH.

Lab 2.1 — Partial match board

Pair clear exact matches. For partials (2 of 3), still pair them but you will tag disposition in the next step mentally: leave true traps unmatched.

Click a statement line, then click an AP line to pair. Click a pair badge to unlink. Archetypes: S1 × L2.

Vendor statement

AP / ERP extract

Lab 2.2 — Amount mismatch clinic

Classify each scenario. Short-pays and tax differences are amount mismatches — not exact matches.

Select a card, then click a bucket. Timing and report-flavour mistakes that look like “missing” are critical fails.

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