MOXIE STUDIO / FREE SERVICE DEMONSTRATION / v0.1
Invoice Exception Review
Five fictional invoices. Five work-order records. A traceable review that keeps uncertain pairings uncertain.
Free worked demonstration, not an available paid service. Original AI-assisted fictional content. No real financial records, accounting assurance, payment approval or human testing.
The job this tests
For an owner or authorized invoice administrator already using spreadsheets: conflicting scope, missing completion and repeated references can leave exceptions without a clear next owner. This sample tests source-linked explanations plus reusable tracking, not automatic invoice approval.
One measurable future outcome: lower owner review time than their existing spreadsheet, with no unsupported pairings. No time saving, price acceptance or demand has been measured.
Worked review
Row locators count the header as row 1. Keep immutable source copies so references remain stable. Completion means documentation in this fictional batch, not independent verification. The supported positive control still has a duplicate peer warning.
CASE 01
SYN-I01
- Linkage
- Supported
- Completion evidence
- Not recorded
- Duplicate review
- No duplicate in supplied batch
- Sources
- synthetic-invoices.csv:row 2; synthetic-work-orders.csv:row 2 [SYN-R01]
- Supporting evidence
- Reference, vendor, site and service date agree. No completion note supplied
- Conflict / missing evidence
- Completion documentation absent.
- Next action
- Request completion evidence; do not infer completion from invoice.
- Action owner
- Work-order administrator
CASE 02
SYN-I02
- Linkage
- Reference supported; scope conflict
- Completion evidence
- Documented
- Duplicate review
- No duplicate in supplied batch
- Sources
- synthetic-invoices.csv:row 3; synthetic-work-orders.csv:row 3 [SYN-R02]
- Supporting evidence
- Reference, vendor, site and service date agree. Fictional completion note CN-02: inspection finished
- Conflict / missing evidence
- Invoice scope Replace pump / USD450.00; order scope Inspect pump / USD120.00.
- Next action
- Obtain authorized scope/amount clarification; preserve original rows.
- Action owner
- Work-order administrator
CASE 03
SYN-I03
- Linkage
- Ambiguous
- Completion evidence
- Unresolved linkage
- Duplicate review
- No duplicate in supplied batch
- Sources
- synthetic-invoices.csv:row 4; synthetic-work-orders.csv:row 5 [SYN-R04]; synthetic-work-orders.csv:row 6 [SYN-R05]
- Supporting evidence
- Both candidate rows share reference, vendor, scope, date, amount and currency.
- Conflict / missing evidence
- Invoice site is not specified; Site-D and Site-E differ. Completion cannot be transferred between candidates.
- Next action
- Obtain site-specific reference from authorized administrator; do not select either candidate.
- Action owner
- Invoice administrator
CASE 04
SYN-I04
- Linkage
- Supported
- Completion evidence
- Documented
- Duplicate review
- Possible duplicate
- Sources
- synthetic-invoices.csv:row 5; synthetic-work-orders.csv:row 4 [SYN-R03]
- Supporting evidence
- Reference, vendor, site and service date agree. Fictional completion note CN-03: filter replaced
- Conflict / missing evidence
- No scope or amount conflict in supplied records. Identical supplied service fields also appear on SYN-I05; a duplicate is possible, not proven.
- Next action
- Retain supported pairing; investigate duplicate peer before closing review.
- Action owner
- Invoice administrator
CASE 05
SYN-I05
- Linkage
- Supported
- Completion evidence
- Documented
- Duplicate review
- Possible duplicate
- Sources
- synthetic-invoices.csv:row 6; synthetic-work-orders.csv:row 4 [SYN-R03]
- Supporting evidence
- Reference, vendor, site and service date agree. Fictional completion note CN-03: filter replaced
- Conflict / missing evidence
- No scope or amount conflict in supplied records. Identical supplied service fields also appear on SYN-I04; a duplicate is possible, not proven.
- Next action
- Retain supported pairing; investigate duplicate peer before closing review.
- Action owner
- Invoice administrator
Use the tracker
- Keep original source CSVs unchanged. Import comma-delimited UTF-8 CSV with identifiers as text.
- Copy the tracker. Filter by owner or review_state. Keep linkage, completion and duplicate statuses separate.
- Record follow-up evidence in resolution_note with a new source locator. Change review_state to Awaiting evidence or Reviewed only when justified. Do not overwrite conflicting evidence.
- Export as UTF-8 CSV, reopen it and check identifiers, quoted notes and source locators. This package exercises a quoted-note round trip; native Excel/LibreOffice interaction has not been tested.
The reusable tracker is prefilled with these five synthetic cases. Duplicate it and replace fictional rows for a separately authorized future batch. No formulas or macros are included. Do not paste untrusted formula-leading cells into a spreadsheet.
Scope and limits
Dry run only: at most five invoices and five work-order records in one currency, using supplied structured fields. No OCR, tax checking, ledger reconciliation, integrations, record chasing or client-system access. Similar fields do not prove that two invoices are duplicates. A completion note does not establish payment entitlement.
Customer record intake and paid orders are closed. Before accepting records, verify an authorized handling and deletion route and require consistent pseudonyms; remove names, addresses, banking, tax identifiers and hidden metadata. Keep needed references consistent. Stop for unsafe redaction, unsupported matches, required account access or no incremental usefulness.
Evaluation window: one qualified opt-in comparison or 14 days after this verified publication, whichever comes first. No customer-record comparison begins before the handling route is ready. Record baseline and assisted owner review time, pairing correctness, Moxie handling time, actual exposure and enquiries separately. Iterate once only on an observed weakness; no qualified exposure means a channel decision, not disproved demand. No automatic follow-ups. A possible $49 future price is unvalidated; no paid commitment before seller, payment and fulfillment checks.