Introduction to Exceptions

Introduction to Exceptions

This guide provides a step-by-step process for accessing and managing out-of-period transactions captured as Exceptions. The transactions that have been flagged as exceptions need to be reviewed and processed before the submission can be marked as submitted.

Info
There are three ways to handle exceptions: you can include them in the current submission, adjust and include them a previous submission, or defer them to the next submission.

1) You can access the Exceptions tab once a submission is generated and saved.


2) There are 3 ways to handle the exceptions identified. The first option is to adjust transactions individually by selecting the 3 dots and choosing one of the options.



3) The second option is to select multiple transactions by ticking the boxes and handle these exceptions at one go for a faster and more efficient experience.



4) The third option is to select all transactions by clicking the tick box on the top.


Let's have a look at how to handle the Exceptions Captured!
  1. Include transactions in the current submission
  2. Adjust in a prior submission
  3. Defer to the next submission

Idea
Success! You have handled the captured exceptions.














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