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Reduce matching exceptions

The most common cause of exceptions is messy documents — not your data.

Handle messy PDFs first​

Before running a Test of Details, check your supporting documents:

Split bundled PDFs — If multiple documents are packed into one PDF (e.g., a bundle of invoices), Moby may struggle to match correctly. Split them first, then run your test on the separated files.

See Workspace Tools → Split PDF for the step-by-step workflow.

Include reference fields​

Invoice numbers, PO numbers, and other unique identifiers dramatically improve matching accuracy.

Best fields for matching:

  1. Invoice number (most reliable)
  2. PO number
  3. Amount + date combination
  4. Unique transaction ID

Write good matching instructions​

Guide Moby on what to look for, especially for documents without unique identifiers.

See Writing matching instructions for examples.