BY NUMBER7 AIMissing receipt
Ask the receiving owner.
Include the invoice and PO. Resolve the unsupported quantity against returned evidence.
Receiving → receipt evidenceAP exception workbench · confirm deployment scope
Resolve the exception.
Keep the whole story.
See the failed check, source and owner together. Ask a team member or client with the exact invoice attached, retain their email reply on the same bill and re-check the evidence before approval.
Example invoice · INV-2048
Needs receipt evidence200 units
still unsupported.
- Owner
- Warehouse receiving
- Next action
- Return the missing receipt
- After evidence
- Re-check, then required approval
Direct answer
What makes an AP exception actionable?
An actionable exception names the failed condition, consequence, source evidence, owner and exact criteria for resolution. In AIdaptIQ, a reviewer can ask from the invoice, retain the full previous conversation and returned reply, then re-check the affected controls before the required accounting approval.
One clarification · complete context
From missing receipt to approval-ready evidence.
- Earlier conversation · client
“Delivery is split across two receipts. The remaining lot is due Friday.”
Previous exchange remains visible. - Reviewer · from INV-2048
“Please send the receipt for the remaining 200 units. The invoice and PO are attached.”
Exact source · named receiving owner. - Client · replies by email
“The remaining 200 units arrived. Attached: GRN-4140.”
No AIdaptIQ seat needed to answer. - Returned evidence · same invoice
500 ordered. 500 received. 500 invoiced.
Quantity match passed.
Required approval remains pending.
The returned receipt supports the remaining quantity. Required review and approval still apply.
Different cause · different resolution
Give each exception the action it needs.
Coding ambiguity
Ask the accounting reviewer.
Show this client’s source, prior vendor treatment and dimension. Capture the accounting decision.
Accounting → client treatmentPossible duplicate
Compare the supplier claims.
Inspect vendor, invoice references, dates and amounts before treating both documents as new obligations.
AP reviewer → supported dispositionAfter the response
New evidence changes the check, then authority permits the action.
Cause named Exact question sent Answer retained Check re-run Approval required
The reviewer does not reconstruct the transaction from an inbox. Original sources, past messages and the returned answer remain on the invoice. If the evidence still fails the check, the work item remains open with its owner and next action.
Quick answers
Clients reply through email. Approval stays explicit.
Do clients need a platform seat to reply?
No. Reviewers ask from AIdaptIQ; team members and clients can reply through email. Their replies return to the originating invoice with the full previous conversation.
Does an email reply approve or post a bill?
A reply updates the invoice workflow and evidence. Configured review and approval still determine whether an accounting action can proceed.
Next step
Use the exceptions your current stack leaves in “needs review”.
Test whether the cause, owner and resolution path become clear.
Scope and action
Agree what proceeds and what needs approval.
Invoice-linked email collaboration
Reviewers chat with team members and clients from the platform; participants reply through email without a platform seat. Replies return to the invoice, automatically update the workflow and retain the complete previous conversation. Configured review and approval still apply.
Action: Approval required.
Read the workflow scopeDuplicate checks and exception review
Review uncertain or conflicting invoices with source evidence and a named next action. Confirm duplicate criteria, ownership and approval rules.
Action: Approval required.
Read the workflow scopeController and accountant views
Review risk, aging, unresolved evidence and work ownership. Agree the operational views and acceptance criteria required for deployment.
Action: Recommendation.
Read the workflow scopeThe recorded product-owner confirmation applies to the named capabilities. Deployment scope, integration permissions and approval requirements are agreed separately.
Reusable source evidence
Evaluate the source, the decision and the work retained.
Use unchanged synthetic PDFs and the factual answer key to rehearse arithmetic, mixed-document boundaries and safe receipt holds. The expected answer is separate from any measured product run.
Download the invoice evaluation bundle · Inspect the receipt hold · Inspect mixed-PDF boundaries