MERCHANT DASH LLC · PRACTICAL PREPARATION
Explain a changed accounting export during an open request

Keep a receivables file understandable when a system migration or revised report changes the export. Describe the version difference before treating the new file as a direct replacement.

Use this checklist privately. Do not add account numbers, personal identifiers or confidential documents.

1. Retain both snapshots in the approved record system.
Notes: __________________________

2. Record each report’s source, date, cutoff and filters.
Notes: __________________________

3. Confirm corresponding field meanings with the record keeper.
Notes: __________________________

4. Investigate changed references, groupings and apparent duplicates.
Notes: __________________________

5. Send a version cover note through the existing request process.
Notes: __________________________

This is a preparation checklist, not an application or a funding decision.
Staffing invoice and factoring requests are unavailable in FL, GA and MO.

Guide: https://merchant-dash.com/funding/guides/explain-a-changed-accounting-export-during-an-open-request