Skip to main content

Matching looks wrong

Moby matched the wrong documents? Here are quick checks and fixes.

Quick checks​

Date ranges​

Ensure document dates overlap with your reference document:

  • Invoice date should fall within the period you're testing
  • Check for date format differences (MM/DD vs DD/MM)
  • Verify year is correct (2024 vs 2023)

Reference fields​

Check that invoice/PO numbers match exactly:

  • Leading zeros (00123 vs 123)
  • Prefixes (INV-123 vs 123)
  • Spaces or special characters

Vendor names​

Look for spelling differences or abbreviations:

  • Acme Corp vs ACME Corporation
  • Microsoft Inc. vs Microsoft
  • Common misspellings

Fixing wrong matches​

Manual unmatch​

  1. Click the unlink icon on the incorrectly matched document
  2. Confirm the unmatch
  3. The transaction returns to "No match" status

Manual match​

  1. Click on the unmatched transaction
  2. Select Match Document
  3. Search or browse for the correct document
  4. Confirm the match

Preventing wrong matches​

Improve your reference document data​

  • Add unique reference numbers (invoice number, PO)
  • Standardize vendor names
  • Use consistent date formats
  • Include amounts for verification

Review matching criteria​

When creating the TOD, verify:

  • Correct fields are selected for matching
  • Field mappings are accurate
  • Matching tolerance is appropriate (for amounts)

When many matches are wrong​

If a large percentage of matches are incorrect:

  1. Review your model — matching criteria may need adjustment
  2. Check reference document data — may have formatting issues
  3. Verify document set — correct documents uploaded?
  4. Consider re-running — after fixing issues
Batch corrections

If you need to unmatch many rows, look for a common issue first. Fixing the root cause and re-running is often faster than individual corrections.