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AP Exception Queue Processing

ActiveTier 1
Last reviewed: Jan 28, 2026 · Owner: Finance Ops Engine
SOP Document
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Purpose
  • Process and resolve invoice exceptions from AP automation
Inputs & Systems
  • NetSuite
  • Outlook
Escalation & Audit
  • Escalate exceptions, material variances, or confidence below 85% for human review.
  • Log every action with timestamp, system touched, and SOP rule applied.
Extracted Rules
Exception Resolution Routing
Route AP exceptions to the correct owner based on exception type.
Review if < 85%
Conditions
  • Invoice exception created by AP automation
  • Missing PO, receipt, or approval metadata
Actions
  • Match invoice to PO/receipt where possible
  • Notify requestor for missing documentation
Escalation

Escalate to AP lead when confidence is below 85%.

Systems
NS
OL
Recent Audit Trail
NS
AP Exception Queue Processing executed
Auto-resolved
98%
Jan 28, 2026 · 10:12am
OL
AP Exception Queue Processing exception flagged
Routed for review
81%
Jan 27, 2026 · 4:36pm
NS
AP Exception Queue Processing audit export generated
Audit log stored
—
Jan 26, 2026 · 9:02am
Version History
v1.2Jan 28, 2026
Reviewed escalation thresholds and audit checkpoints.
v1.1Jan 12, 2026
Expanded system mappings and exception handling.
v1.0Dec 18, 2025
Initial SOP release from core library.
Escalation Chain
Step 1
Finance Ops Lead
Trigger: Confidence < 85% or variance > $10K
SLA: 4 hrs
Step 2
Controller
Trigger: No response within SLA
SLA: 12 hrs
Step 3
CFO
Trigger: Materiality > $50K
SLA: 24 hrs