Objective

Reconcile April and May 2026 Marketing_Expense__c rows in LITIFY_ORG so Janelle does not have to manually separate duplicate rows from real receipt-review work.

Completed

• Live-validated LITIFY_ORG connectivity and queried April-May Marketing_Expense__c plus ContentDocumentLink evidence.
• Rejected 18 duplicate/superseded April McQueen broadcast draft rows without deleting audit history.
• Annotated 14 reconciled keeper rows with the invoice numbers and duplicate rows they now cover.
• Verified zero exact active duplicate groups remain for April-May by vendor, month, category, subcategory, and amount.
• Found 7 rows where Receipt_Attached__c was true but there was no Receipt_Link__c and no Salesforce File/ContentDocumentLink.
• Moved 6 of those rows back to Draft and cleared the false receipt flag.
• Left 502Circle ME-00197 unresolved because Salesforce blocked the cleanup with an inactive vendor validation error.
• Generated the Janelle workbook: /Users/samaguiar/Documents/Projects/_reports/2026-litify-april-may-marketing-expense-reconciliation-2026-06-01.xlsx.

Evidence Files

• Pre-reconcile backup: /Users/samaguiar/Documents/Projects/admin/backups/marketing-expense-apr-may-pre-reconcile-2026-06-01T22-02-08-960Z.json
• Duplicate cleanup manifest: /Users/samaguiar/Documents/Projects/admin/backups/marketing-expense-apr-may-reconcile-update-manifest-2026-06-01.json
• Receipt cleanup manifest: /Users/samaguiar/Documents/Projects/admin/backups/marketing-expense-apr-may-receipt-evidence-cleanup-manifest-2026-06-01.json
• Final snapshot: /Users/samaguiar/Documents/Projects/admin/backups/marketing-expense-apr-may-final-snapshot-2026-06-01.json

Remaining Queue

• 21 Draft rows remain and need ordinary receipt/source review.
• ME-00197 / 502Circle / $15,000 is still Reconciled with a false receipt flag because the vendor record is inactive and Salesforce blocked the status/receipt cleanup.
• The workbook has separate sheets for Cleaned Duplicates, Retained Keepers, Receipt Flag Cleaned, Blocked False Receipt, Remaining Drafts, Draft Needs Receipt, Active Apr-May Rows, and All Apr-May Rows.