Every miss

98.6% classified correctly and 95.9% with every key field right.

These are the rest, every one, and why. 8 documents were not classified correctly and 21 had a key field wrong, 1 of them in both lists. That makes 28 documents, each shown below with the fields it got wrong listed. On 20 of them those fields are also outlined on the page. Every company and vendor is invented.

Of the 8 not classified correctly, 3 were held for review, 1 never reached a record, 1 was not posted, 1 was waiting to match a card payment, 1 was posted, and the QuickBooks record matched, and 1 was posted when it should have been held for review. Of the 21 with a key field wrong, 11 were held for review, 8 were posted, and the QuickBooks record matched, 1 never reached a record, and 1 was posted with a wrong value.

551 of 559 records posted right or were kept out of QuickBooks

The 8 it missed: 7 went into QuickBooks wrong and 1 never reached a record

Click a document to see it, with what was missed outlined on the page.

Roofing · Receipt
Went into QuickBooks wrong
Sent to Kestovane Ridge Roofing
Read right, then posted with the wrong date by a bug in our bulk submit button. The date in QuickBooks does not match the receipt.
Roofing · Receipt
Went into QuickBooks wrong
Sent to Kestovane Ridge Roofing
Read right, then posted with the wrong date by a bug in our bulk submit button. The date in QuickBooks does not match the receipt.
Restaurant · Invoice
Never reached a record
Sent to Fennick & Thorlow Restaurant Group
One invoice titled “Statement of Charges” was set aside as a vendor statement, so no record was made. We count it as a miss.
Creative agency · Receipt
Went into QuickBooks wrong
Sent to Wendlemarsh Creative Studio
Read right, then posted with the wrong date by a bug in our bulk submit button. The date in QuickBooks does not match the receipt.
Restaurant · Invoice
Went into QuickBooks wrong
Sent to Fennick & Thorlow Restaurant Group
Its printed due date disagrees with its payment terms, which should have held it for review.
Roofing · Receipt
Went into QuickBooks wrong
Sent to Kestovane Ridge Roofing
A payment printed on the page was not read, so the full total posted while a balance was still due. It should have been held for review.
Creative agency · Invoice
Went into QuickBooks wrong
Sent to Wendlemarsh Creative Studio
Read as a receipt, so it posted as an expense where a bill was due. Its printed due date also disagrees with its payment terms, which should have held it for review.
Creative agency · Invoice
Went into QuickBooks wrong
Sent to Wendlemarsh Creative Studio
Its due date was not read, and it should have been held for review. It went into QuickBooks as an expense where a bill was due, with no QuickBooks record linked back to it.

9 documents

A receipt's subtotal row read as an item

On these receipts the subtotal row was read as one more item, or the subtotal came from the wrong row. The total was right on every one.

Creative agency · Receipt
Sent to Wendlemarsh Creative Studio
1Number of lines
the page says 3, read as 4
1Number of line amounts
the page says 3, read as 4
Posted. The QuickBooks record matches on the header fields, and the line items differ
Creative agency · Receipt
Sent to Wendlemarsh Creative Studio
1Number of lines
the page says 3, read as 4
1Number of line amounts
the page says 3, read as 4
Posted. The QuickBooks record matches on the header fields, and the line items differ
HVAC & plumbing · Receipt
Sent to Tolvanrie Heating & Plumbing
1Number of lines
the page says 3, read as 4
1Number of line amounts
the page says 3, read as 4
Posted. The QuickBooks record matches on the header fields, and the line items differ
HVAC & plumbing · Receipt
Sent to Tolvanrie Heating & Plumbing
1Number of lines
the page says 3, read as 4
1Number of line amounts
the page says 3, read as 4
Posted. The QuickBooks record matches on the header fields, and the line items differ
HVAC & plumbing · Receipt
Sent to Tolvanrie Heating & Plumbing
1Number of lines
the page says 3, read as 4
1Number of line amounts
the page says 3, read as 4
Posted. The QuickBooks record matches on the header fields, and the line items differ
HVAC & plumbing · Receipt
Sent to Tolvanrie Heating & Plumbing
1Number of lines
the page says 3, read as 4
1Number of line amounts
the page says 3, read as 4
Posted. The QuickBooks record matches on the header fields, and the line items differ
Roofing · Receipt
Sent to Kestovane Ridge Roofing
1Number of lines
the page says 3, read as 4
1Number of line amounts
the page says 3, read as 4
Posted. The QuickBooks record matches on the header fields, and the line items differ
Roofing · Receipt
Sent to Kestovane Ridge Roofing
1Number of lines
the page says 3, read as 4
1Number of line amounts
the page says 3, read as 4
Posted. The QuickBooks record matches on the header fields, and the line items differ
Roofing · Receipt
Sent to Kestovane Ridge Roofing
Deliberate hard case: The total is not the amount owed
1Number of lines
the page says 3, read as 4
1Number of line amounts
the page says 3, read as 4
Held for review

3 documents

Bill date read from a printed terms date

These layouts print the bill date as a delivery date, with a later terms date beside it. The terms date was read as the bill date.

E-commerce · Invoice
Sent to Amblequist Row Home Goods
Deliberate hard case: The total is not the amount owed
1Bill date
the page says Jul 25, 2026, read as Aug 24, 2026
2Due date
the page says Aug 24, 2026, read as Sep 23, 2026
Held for review
E-commerce · Invoice
Sent to Amblequist Row Home Goods
1Bill date
the page says Jul 22, 2026, read as Aug 1, 2026
2Due date
the page says Aug 1, 2026, read as Aug 11, 2026
Held for review
E-commerce · Invoice
Sent to Amblequist Row Home Goods
Deliberate hard case: Two separate invoices in one file
1Bill date
the page says Aug 15, 2026, read as Sep 14, 2026
2Due date
the page says Sep 14, 2026, read as Oct 14, 2026
Held for review

1 document

Never reached a record

One invoice titled “Statement of Charges” was set aside as a vendor statement, so no record was made. We count it as a miss.

Restaurant · Invoice
Sent to Fennick & Thorlow Restaurant Group
Never reached a record, counted as a miss

7 documents

Document type read wrong

The document was recognised as the wrong kind: 1 credit read as an invoice, 5 receipts read as invoices, 1 invoice read as a receipt.

Roofing · Credit memo · scenario file
Sent to Kestovane Ridge Roofing
Document type
the page says Credit memo, read as Invoice
Not posted
HVAC & plumbing · Receipt
Sent to Tolvanrie Heating & Plumbing
Document type
the page says Receipt, read as Invoice
Held for review
Restaurant · Receipt
Sent to Fennick & Thorlow Restaurant Group
Document type
the page says Receipt, read as Invoice
Held for review
Creative agency · Receipt
Sent to Wendlemarsh Creative Studio
Document type
the page says Receipt, read as Invoice
Not posted, waiting to match a card payment
HVAC & plumbing · Receipt
Sent to Tolvanrie Heating & Plumbing
Document type
the page says Receipt, read as Invoice
Held for review
Creative agency · Receipt
Sent to Wendlemarsh Creative Studio
Deliberate hard case: The total is not the amount owed
Document type
the page says Receipt, read as Invoice
Posted, and the QuickBooks record matched
Creative agency · Invoice
Sent to Wendlemarsh Creative Studio
Document type
the page says Invoice, read as Receipt
Posted when it should have been held for review

8 documents

Other misses

Each of these has its own cause, given on the entry.

Creative agency · Invoice
Sent to Wendlemarsh Creative Studio
Deliberate hard case: Payment terms, but no due date
1Due date
the page says Sep 17, 2026, read as blank
Only payment terms are printed, with no due date, and the due date was left blank.
Held for review
Creative agency · Invoice
Sent to Wendlemarsh Creative Studio
1Due date
the page says Oct 10, 2026, read as blank
The due date was not found on the page.
Posted with a wrong value
E-commerce · Invoice
Sent to Amblequist Row Home Goods
1Vendor
the page says The Ruddlequay Fulfillment Company, read as theruddlequayfulfillmentcompany
The vendor name came back with its spaces missing.
Held for review
E-commerce · Invoice
Sent to Amblequist Row Home Goods
Deliberate hard case: Payment terms, but no due date
1Due date
the page says Jul 1, 2026, read as blank
Only payment terms are printed, with no due date, and the due date was left blank.
Held for review
HVAC & plumbing · Invoice
Sent to Tolvanrie Heating & Plumbing
1Document number
the page says drs-677661, read as drs-67761
The document number was read with a character missing or changed.
Held for review
HVAC & plumbing · Invoice
Sent to Tolvanrie Heating & Plumbing
1Bill date
the page says Jul 5, 2026, read as blank
The bill date was not found on the page.
Held for review
HVAC & plumbing · Invoice
Sent to Tolvanrie Heating & Plumbing
1Bill date
the page says Sep 5, 2026, read as blank
The bill date was not found on the page.
Held for review
Roofing · Invoice
Sent to Kestovane Ridge Roofing
Deliberate hard case: Charges, then payments, then nothing owed
1Bill date
the page says Sep 20, 2026, read as blank
2Total
the page says $0.00, read as $3,675.49
Marked paid in full, with nothing owing. The charges before payment were read as the total.
Held for review