MatchClerk puts the documents of a process next to each other, finds where they differ, and holds the difference for a person to decide.
Shown with purchase orders, goods receipts and invoices, on invented data.
Many processes come down to the same question: does this agree with that?
The order is in one system, the receipt in another and the invoice in a mailbox. Someone has to bring them together every time.
A price that moved, more invoiced than received, a duplicate: easy to miss in a pile of hundreds.
A changed bank account looks like any other line, until it is paid to the wrong party.
Three steps, and the last one is always a person.
Every item is laid next to the documents it must agree with.
What agrees is marked as such. What does not is named in plain words, with the reason.
Anything out of the ordinary is held until a person has looked at it. MatchClerk prepares and flags; it pays and books nothing.
Each invoice is laid next to its purchase order and its goods receipt.
In the demo set of thirty-six invented invoices, twenty match and sixteen need a person.
The invoice names an account that differs from the register. It is held until a person has called the supplier back on a known number.
Only then can a person release it.
Talk it through with Floris Knol during an Expert Day, on location.