USD149 setup service preview for AP/payment CSVs.

This is not a 22KB ZIP purchase. The paid service is an async column mapping and first-run readiness review for buyers who need help turning their exports into a useful duplicate-payment and payment-run hold-list workflow.

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What the buyer is paying for

The service reviews your safe intake files, maps columns to duplicate-payment checks, and sends a short first-run note that says what is ready, what is partial, and what is blocked.

Async mapping Match your CSV headers to vendor identity, invoice/reference, amount, date, status, approval, and vendor master fields where available.

First-run readiness review Confirm which rules can support a useful hold list before vendor payments are released.

Gap list when blocked If the files cannot support useful checks, the deliverable names missing headers and the next safe export to request.

Sample first-run readiness note

Example buyer goal: can an AP/payment export support a useful pre-payment hold list before vendor payments are released?

Status PARTIAL READY

The sample exports are ready for duplicate-payment and hold-list mapping, but not ready for final exception logic until approval and vendor-master fields are available.

Ready

Duplicate vendor + invoice/reference + amount checks.
Repeated payment amount to the same vendor in the same run.
Missing invoice/reference checks.
Basic hold-list output with reason codes and review notes.

Partial

Invoice-to-payment matching can start, but reference formatting needs confirmation.
Payment-before-due-date checks need date-format confirmation.
Status filtering needs confirmation of what Scheduled means in your AP system.

Blocked

Approval timing checks need approval status or approval timestamp fields.
Vendor risk checks need vendor status, vendor type, or last bank-change date.
Final exception logic waits until the missing export fields are confirmed.

Start with safe data only

The setup service is designed to begin with header-only, fake, or redacted rows. Do not send real private financial records for the first pass.

OK for first pass

Column headers from real exports.
Fake rows with realistic formatting.
Redacted rows where names, references, bank details, and identifiers are removed or replaced.
Rounded or fake amounts for structure testing.

Do not send by default

Raw private finance records, live bank exports, or vendor bank details.
Tax IDs, payroll data, customer personal data, or payment-card data.
Credentials, API keys, OTPs, or ERP/bank login access.

Redacted mapping example

Sample values are header-only, fake, or redacted. The real deliverable uses the buyer's safe column structure, not raw private AP rows.

Source column	Sample type	Mapped field	Status	Buyer note
vendor_name_redacted	fake/redacted	vendor_identity	READY	Usable for grouping payments by vendor; keep real vendor names redacted for the first pass.
invoice_number_redacted	fake/redacted	invoice_reference	READY	Usable for duplicate invoice/reference checks if formatting is consistent.
payment_reference	fake	payment_run_reference	PARTIAL	Usable after confirming whether this is system-generated or manually entered.
payment_amount_fake	fake	amount	READY	Use fake or rounded values for first-pass mapping; do not send raw private payment data by default.
due_date	fake	due_date	PARTIAL	Needs date-format confirmation before timing rules are treated as reliable.
approval_timestamp	header-only	approval_time	BLOCKED	Header was requested but not provided in sample intake; approval timing checks remain blocked.
last_bank_change_date	header-only	vendor_bank_change_date	BLOCKED	Optional next export request; do not send raw bank account numbers.

What may be requested next

When coverage is partial, the note asks for the smallest safe export that can unblock the review.

Header-only vendor master export with vendor_id, vendor_status, vendor_type, and last_bank_change_date if available.
Header-only approval export with invoice_number, approval_status, approval_timestamp, and approver_role if available.
Fake-row payment run export that keeps the same column structure but replaces names, references, amounts, and IDs.

Not a fit for this service

This setup service stops at mapping and first-run readiness. It does not perform payment execution, audit certification, or private-data processing without a separate agreement.

OCR from PDFs or scanned invoices.
Direct login to QuickBooks, Xero, Bill.com, Ramp, Melio, NetSuite, bank portals, or ERPs.
Payment approval, payment release, or payment automation.
Legal advice, tax advice, audit assurance, or a guarantee that every duplicate or fraud case will be found.

Need the setup review?

Buy the USD149 async setup service only if column mapping is unclear after using the scanner or sample pack. Standard target: within 3 business days after usable intake files are received.

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