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Matching looks wrong

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

Quick checks​

Date ranges​

Ensure document dates overlap with your test sample:

  • 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

See Matching Documents for more details on how matching works.

Preventing wrong matches​

Improve your test sample 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 test sample 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.