Run a Test of Details
This guide provides a quick reference for running a Test of Details. For the full walkthrough, see Your first dive: Test of Details.
Quick reference
- Prepare your reference document — Excel file with the list of transactions to test
- Upload supporting documents to Workspace — Invoices, contracts, etc.
- Go to Tests of Details → New Test
- Select reference document and supporting documents
- Configure matching criteria — How should Moby link documents to transactions?
- Run and wait for processing
- Review results and export
Reference document requirements
Your reference document (Excel file) should include:
- Unique identifier for each transaction (row number, transaction ID)
- Key matching fields — invoice number, date, amount, vendor name
- Clear column headers in the first row
Configuring the test
When creating a new TOD, you'll specify:
| Setting | Description |
|---|---|
| Reference document | Your Excel file with transactions |
| Document sources | Workspace folders containing evidence |
| Matching criteria | Fields to use for automatic matching |
| Extraction model | What data to extract from matched documents |
Processing time
Processing time depends on:
- Number of transactions in your reference document
- Number of documents to search through
- Complexity of extraction model
Typical jobs complete in 5-30 minutes.