[003] GLOSSARY

Exception triage

Sort reconciliation issues by urgency and filing impact.

29 May 2026

Definition

Exception triage is the process of sorting reconciliation issues by urgency and filing impact.

Why it matters

It ensures the team works on the most important cases first.

Example

Missing invoices are reviewed before small rounding differences.

Common mistake

Reviewing exceptions in the order they appear instead of by risk.

Exception queue
Filing risk
Review sign-off

Frequently asked questions

What is the goal of exception triage?: To make sure the team works on the most important cases first instead of following the order of the file.
What gets reviewed first?: High-risk items such as missing invoices should be reviewed before minor rounding differences.