How to use ClearMatch /

Before you begin

Explore the overview and insight screens with example records, or open the private dashboard to see metrics calculated from your saved workflow records.

Create an account in ClearMatch and work in its own private workspace. Accounts and records from another Lumia product are separate. Accounts-payable and purchasing operators reconciling SKU-based invoices against a purchase order and one or more goods receipts.

Follow the workflow below to understand the application. Contact Lumia for a guided walkthrough; account access is private. An exported file reflects the record at the time of export.

Assemble the three sources

Start with the invoice reference and supplier identity, its currency and tax input, the purchase order and the goods receipts. Retain relevant source attachments where available. Check whether a receipt is genuinely distinct before adding it; repeating the same receipt reference would otherwise overstate what arrived. Work from authoritative records, not guessed identifiers.

Review extracted facts before matching

Optional structured extraction can suggest fields from authorized document text. Compare each quantity, price, total and source quotation with its document. Complete unknown supplier or reference fields from your records. The model's suggestion is input for review; it does not certify an invoice, infer an absent delivery or decide that a discrepancy is acceptable.

Resolve the named differences

Create the reconciliation and inspect its exception list. A price mismatch, unordered item, excessive ordered quantity, receipt shortfall or declared-total difference needs a specific correction or source clarification. Update the record when the underlying information is resolved. Do not increase receipt quantities merely to make the status green; keep the original commercial evidence accountable.

Approve the current result

Review the matched totals and current digest, then have the owner approve that version. Export the PDF or CSV with its saved state, source references and exceptions for your next accounting step. If new information changes the record, review again. Approval inside ClearMatch does not initiate payment or create an external payable entry.

Operating the product

Start with the public interface preview to explore overview and insights using example records. Open /dashboard for account-scoped metrics calculated from your saved records, or /desk for the underlying workflow.

Keep supplier IDs, invoice references and goods-receipt records consistent with the system of record. Resolve discrepancies with those records before changing reconciliation data.

After correcting documents, reload and inspect the new exception list and totals. An earlier approval should not be reused for the changed record.

When extraction leaves a field unknown, complete it from the document or responsible operator. Use manual entry when a provider is unavailable or the source must remain local.

Preserve attachments, reconciliation versions and exports together. Validate any future accounting connector with duplicate, retry, permissions and reversal tests before enabling writes.