Resolve exceptions

An exception is an order or payment that could not be matched automatically. On the Exceptions page (/exceptions) you, as the Sachbearbeiter (role reviewer), work through these cases until a period has zero open exceptions and can be closed.

The page has a primary Active working surface and a secondary panel with the Postponed and Handled tabs.

Active — the daily working surface

The Active tab lists all open exceptions. At the top you filter by period (or “All periods”). Each row shows:

• a priority tag (HIGH / MEDIUM / LOW),
• the external ID and entity type (order/payment) with the amount as 1.234,56 €,
• a clickable status pill (PENDING or EXCEPTION) with a detail explanation,
• where present, a suggestion (💡) and a tax treatment dropdown (Standard / IC / RC),
• an eye icon for the detail view (/exceptions/<id>).

Severity (priority)

KanzleiSynchron ranks every exception:

Tier	When	Meaning
HIGH	type UNMATCHED_PAYOUT or CURRENCY_MISMATCH	Resolve first — payout without a counterpart or currency mismatch
MEDIUM	other exceptions (status EXCEPTION)	Resolve during the day
LOW	open but non-critical	Lower priority

The list is sorted by severity (HIGH first), then amount descending, then age.

Priority view

The Priority view checkbox narrows the list to today’s most important cases (server-ranked via the daily queue). If there are no prioritized cases, a note is shown.

Single-row actions

Action	Effect
Accept corrected	Accepts the exception with the suggested correction (e.g. an entered exchange rate).
Accept as-is	Accepts the exception without a correction.
Postpone	Opens a dialog: reminder date, counterparty email, and a note. Moves the case to the Postponed tab.

Bulk actions

Use Select all (or the per-row checkboxes) to mark several exceptions. The bulk bar offers:

• Accept corrected,
• Accept as-is,
• Postpone 24h.

Each bulk action first opens a confirmation dialog with the count and a preview of the first three cases. Only after you confirm does it run; each case is posted individually, and the result reports successes and failures separately. Details: Bulk actions.

Tax treatment

Per row you choose the tax treatment: Standard, IC (intra-community), or RC (reverse charge). The choice is saved immediately.

Postponed

The Postponed tab collects cases you scheduled for later. The list sorts overdue first (due date in the past), then by next due date. Overdue cases carry a red Overdue tag and a red border.

If a counterparty email is set and no reminder has been sent yet, Send reminder appears: KanzleiSynchron opens an email draft (DE or EN) that you can edit freely before sending. After sending, the case is marked “Reminder sent”.

Handled

The Handled tab shows resolved exceptions with their resolution type (MATCHED, APPROVED, RESOLVED, REJECTED), note, and timestamp. Filterable by period. Every resolution is logged in the audit trail.

Special cases

FX unconverted (FX_UNCONVERTED)

A foreign-currency order with no EUR conversion shows up as an exception. Enter the rate for the transaction date and choose Accept corrected — the amount is then reconciled in EUR.

Needs counterpart (NEEDS_COUNTERPART)

If a source was uploaded without a matching counterpart, the page shows amber cards with status NEEDS_COUNTERPART above the list. Upload the missing counterpart source (see Uploads) — the matcher then runs automatically.

Next step

Once all exceptions are cleared, review the reports and close the period.