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Module 2: Partial matches

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

Progress this module: 0/3 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.

No lines paired yet. Select a statement line to begin.

Bellweather Hydraulics

44 Industrial Ave, Braeside VIC 3195

Statement date: 2026-04-12

Vendor statement(S1 — open-item 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.

Module 2 check — misconception-based

Answer every question, then check. Pass bar is shown after submit.

  1. 1. Statement line INV-2099 ($400) has no obvious AP counterpart. Your AP has a line OTHER-99, also $400, dated one day apart — for a different vendor's invoice. What's the right call?

  2. 2. Same invoice number both sides. Statement shows $1,100 (GST-inclusive); your AP shows $1,000 (GST-exclusive). What's this?

  3. 3. You short-paid an invoice by $50 for damaged goods. The vendor's statement still shows it fully open. Reference and date otherwise agree. What's this?

  4. 4. Same amount and date both sides. Your AP shows INV-44; the vendor's statement shows CN-44 (a credit note). What's this?

StatementZen Academy TeamBuilt from StatementZen's own vendor statement reconciliation engineering and casework — pending Michael's named byline commitment (spec.md section 7). · Last updated