Skip to main content
Use the Exceptions page in the Matcher UI to view and manage reconciliation exceptions — transactions that could not be matched automatically and require human review.

​
Accessing the Exceptions page

Navigate to Matcher > Exception Handling > Exceptions in the left sidebar. The page displays a paginated list of all exceptions for the selected context.

​
Filters

Use the filter bar at the top of the list to narrow results: You can sort results by severity, creation date, last update, or status using Sort by and Order; leave them unset for the default queue ordering. A Clear filters button appears when any filter is active.

​
Exception table

Matcher Exceptions list with status filters, showing unresolved reconciliation exceptions

Figure 1. The Exceptions list with status filters.

Each row in the data table displays the following columns: Click on any row to view its full details on the Exception Details page.

​
Bulk operations

Select multiple exceptions using the checkboxes in the first column. The Bulk actions bar shows how many are selected and offers Select all N matching to extend the selection to every exception matching the current filters. The following bulk actions are available:
  • Assign — Assign all selected exceptions to a team member by entering their email address.
  • Resolve — Resolve all selected exceptions with a shared resolution note.
  • Dispatch — Send all selected exceptions to an external system for handling.
  • Clear — Deselect all currently selected exceptions.
After a bulk action runs, the bar reports how many succeeded and how many failed; failed exceptions stay selected so you can retry.

​
Exception severity

​
Resolving exceptions

From the Exception Details page, you can resolve an exception using:
  • Force Match — Override normal matching with a policy justification
  • Adjust Entry — Correct the transaction amount, currency, or date to align the records
  • Dispatch — Send the exception to an external system for handling
  • Add a comment — Document your investigation for audit purposes
For full details on each resolution option and the sections of the exception detail page, see Exception Details.