The tool requires three files. Drag and drop each into its uploader, or click to browse:

• Payment File — Your Bill.com payment export (CSV or XLSX). Each payment row becomes one output row.
• Vendor File — Your MIP vendor master file (XLSX only). Column A is the lookup key and Column B is the Vendor ID returned for each payment.
• Open Invoice File — Your open invoice file (CSV or XLSX). Column C holds the invoice number used for matching; Column 7 (G) holds the Fund Number (forward-filled down when blank).

Set the field limits and optional session identifier:

• Document Field Limit (required) — The maximum character length applied to the Document Number when it is copied to the "Invoice Number Cut Down" output column. Values are truncated to this length before matching against the open invoice file.
• Description Field Limit (required) — The maximum character length applied to the Document Description column in the output.
• Session ID (optional) — When provided, a Session ID column is added to every row. Each row's value is the Session ID plus a dash plus that row's Fund Number (e.g. Batch5-100). When a row has no Fund Number, the Session ID alone is used.

Click Process Files. The tool uploads all three files, then the server:

• Reads the first 9 columns of each payment row as the base output.
• Formats Column C (index 2) and Column G (index 6) to 2 decimal places.
• Looks up the Vendor ID from the vendor file using the payment's Column D (index 3) as the key (case-insensitive, punctuation-normalized match).
• Truncates Column F (index 5) to the Document Field Limit to create the "Invoice Number Cut Down" value, and checks it against the open invoice file's Column C to confirm a match.
• Pulls the Fund Number from the invoice file's Column 7 (forward-filled) for the matched invoice.
• Appends three computed columns — Fund Number, Invoice Number Cut Down, and Vendor ID — and, when a Session ID was entered, a Session ID column.
• Sorts the final rows by Session ID.

Rows whose truncated invoice number is not found in the open invoice file are flagged as no match and highlighted in light green in the preview and the downloaded file.

The results table shows every processed row with the original payment columns plus the computed columns. A count summary shows how many records were processed and how many are unmatched.

• Search — Filter the table by any text across all columns.
• Per-column filters — Each column header has a dropdown (All / Blanks) and a text filter to narrow the rows shown.
• Edit cells — Double-click any cell to edit its value inline. Press Enter or click away to save the change; it is reflected in the download.
• Delete rows — Use the trash icon at the start of a row to remove it from the output.

A legend at the top of the results shows the light-green swatch used for unmatched rows.

Click Export (or Download Processed File at the bottom) to save the results as billcom_apc_processed.xlsx. The workbook has a single "Bill.com APC" tab containing all rows (sorted by Session ID), with:

• Column B (date) formatted as MM/DD/YYYY.
• Columns C and G formatted to 2 decimal places.
• Unmatched rows filled with a light-green background so they stand out for review.