Use this article when you want to practice matching without noise from live client files. The attachments at the bottom give you a safe folder-based scenario plus a broad-scope scenario so you can see the difference.
Use the attachments for
testing
Use document foldersversusAll documentsmapping output columns with less guesswork
seeing how unrelated files create noisy results
saving a clean setup as a reusable template
Attachments to use
How to practice
Download the attached PDFs plus
folder-mode-input.csv,broad-scope-test.csv, andexpected-output.csv.Import the CSV files into separate Excel sheets so you can compare a clean scope and a noisy scope.
Upload all PDFs, but keep the AP and bank files in separate folders inside
Document Organizer.Run
Document Matchingonfolder-mode-input.csvwithUse document folders.Compare the clean run against
expected-output.csv.Then run
broad-scope-test.csvwithAll documentsto see how unrelated files create weaker results.Save the clean setup as a template once the output looks right.
Expected result
Folder-based scope gives cleaner results than the broad-scope run
Mapped output columns stay readable
You finish with one template worth reusing
Use this before live work
Use this pack before your first real reconciliation job
Use it again when you change folder strategy or matching options
If this pack works but production matching does not, narrow the live document scope first
Read next
Folder Strategy for Clean Matching
Choose the Right Matching Mode
Map Columns Without Errors
Save and Reuse Matching Templates
Use Advanced Matching Options