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Route Invoice Exceptions
Send unpaid supplier bills with policy violations to your policy owner
Use this Agent instantly or customize it - no programming needed
- New bill noticeNew bill notice
Your new bill notice identifies the bill and includes an ID for recognizing retries.
- Supplier billSupplier bill
Your bill shows its payment and approval status and whether it violates an approval policy.
- Current approversCurrent approvers
Your bill's approvers show whether someone already has the bill to review.
- Policy owner accountPolicy owner account
Your chosen policy owner's approver account identifies who should decide on policy exceptions.
Your supplier bill tool shows bill policy violations and approvers, then adds the policy owner when needed.
- Assignment failure reportAssignment failure report
Your accounts payable lead receives the bill ID and reason when the owner cannot be assigned.
- Bill approver assignmentBill approver assignment
Your policy owner appears on the qualifying bill's approval path.
- Approval emailApproval email
Your policy owner receives an email asking them to review the bill.
This Agent waits for a new supplier bill. It checks whether the unpaid bill breaks an approval rule and lacks an approver. It assigns your policy owner, prompting an approval email for their decision.
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AirtableUsed as:
- Supplier bill tool
Airtable shows bill policy violations and approvers, then adds the policy owner when needed.
KintoneUsed as:
- Supplier bill tool
Kintone shows bill policy violations and approvers, then adds the policy owner when needed.
Made for your industry
Route Invoice Exceptions is made for businesses in these industries.
- Retail
Route merchandise supplier bills with policy violations to the policy owner.
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Send inventory supplier bills with approval violations to the policy owner.
Show all Agents for the Wholesale Distribution industry - Manufacturing
Route production supplier bills that break approval rules to the policy owner.
Show all Agents for the Manufacturing industry - Hospitality
Send food supplier bills with approval violations to the policy owner.
Show all Agents for the Hospitality industry - Property Management
Send property vendor bills with policy violations to the policy owner.
Show all Agents for the Property Management industry - Accounting and Bookkeeping
Route clients' supplier bill exceptions to the policy owner.
Show all Agents for the Accounting and Bookkeeping industry
Made for your role
Route Invoice Exceptions is made for people in these roles.
- Accounts Payable Clerk
Send unassigned bill exceptions to the policy owner for review.
Show all Agents for the Accounts Payable Clerk role - Bookkeeper
Route clients' supplier bill exceptions to their policy owner.
Show all Agents for the Bookkeeper role - Accounting Manager
Put supplier bills that break approval rules before the policy owner.
Show all Agents for the Accounting Manager role - Accounts Payable Manager
Route unpaid bill exceptions to the policy owner for a decision.
Show all Agents for the Accounts Payable Manager role - Finance Operations Manager
Assign the policy owner to supplier bills that violate approval rules.
Show all Agents for the Finance Operations Manager role
Made for your department
Route Invoice Exceptions is made for people in these departments.
- Finance
Send bill policy exceptions to the policy owner for a decision.
Show all Agents for the Finance department - Accounts Payable
Route unassigned supplier bills with approval violations to the policy owner.
Show all Agents for the Accounts Payable department
How Route Invoice Exceptions works
3 steps, in order, on every run.
-
Review the new billCheck whether the bill is unpaid and still violates an approval rule. Leave approved bills and other nonmatches alone.
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Find unassigned exceptionsLook for an active approver on qualifying bills. Leave bills already in an approval path alone.
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Assign the policy ownerAssign your chosen policy owner as approver and prompt an approval email. Report the bill ID and failure to your payables lead if assignment fails.
How to Get Started
Connect the tools you already use, such as Airtable or Kintone.
2 tools
- Set the supplier bill approval policy in the bill tool and identify the policy owner's approver account.
- Subscribe to new bill notifications and grant access to read bills and assign bill approvers.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Route Invoice Exceptions:
Your policy owner receives unpaid, unapproved supplier bills with a policy violation and no active approver. You choose their approver account during setup.
Set your supplier bill approval policy and choose the policy owner's approver account. Allow new bill notifications, bill reads, and approver assignment.
No. Your existing approval path stays in place when a bill already has an approver.
Your payables lead gets the bill ID and the failure, and the bill stays untouched. Give your chosen owner approver permission before you start.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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