Step 1: Classify the exception
Identify the mismatch, amount, owner, due date, and permitted resolution path.
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Invoice exception resolution
A resolved exception or an evidence-complete escalation
Overview
Give accounts payable one place to compare the invoice, purchase order, receipt, approval history, and vendor context. Routine mismatches move forward; material conflicts arrive with the evidence a reviewer needs.
Prepared result
Invoice 4817 · three-way match
Quantity and receipt match; a pricing variance requires procurement approval.
- Purchase orderReady
$24,600 · matched
- Goods receiptReady
120 units · matched
- Unit priceReview
2.8% above PO
Prepared using fictional business records.
What it can handle
Match the transaction
Compare invoice, order, receipt, contract, and approval records side by side.
Apply the approved path
Resolve routine variance within policy and preserve separation of duties.
Escalate with evidence
Give approvers the mismatch, rule, source records, and proposed next action.
How it works
The path from request to result adapts to the available information, approved actions, and decisions that need review.
Step 2: Reconcile records
Compare invoice, order, receipt, contract, vendor, and payment state.
Step 3: Apply policy
Determine whether the case is routine or needs additional authority.
Step 4: Complete permitted action
Update approved fields or request the missing information.
Step 5: Return the evidence
Record the rule, source facts, approval, action, and final state.
