invoice follow-up approval workflow · Exact Online
Approval by exception for law firms with Exact Online.
Connect Exact Online, encode the rules your team already follows and move every open invoice toward a documented outcome.
Map this workflowOperational fit
Built around how law firms actually bill.
matter-based fees, retainers and disbursements.
confidential, long-running matters require measured communication.
matter context or a disbursement query may sit outside the finance system.
send matter-sensitive exceptions to the responsible partner.
One controlled route from signal to outcome.
let ordinary actions run while high-risk or unusual cases wait for a person. Thresholds and approvers are visible before a sequence goes live.
- 01
Evaluate the proposed action
- 02
Compare it with review thresholds
- 03
Present context to the approver
- 04
Record and execute the decision
Exact Online data contract
Use the ledger as truth. Add the decision layer it lacks.
DueHello reads receivable status from the connected administration and keeps the accounting record as the source of truth. Connect the administration, select the entities in scope and map the sender identity before activating a playbook.
Evidence remains attached to the decision.
For this workflow, DueHello keeps threshold matched, approver identity, decision and final action. The team can see what happened without reconstructing it from inboxes.
threshold matched
approver identity
decision and final action
Questions before you put it into production.
How is approval by exception used by a law firm?+
DueHello monitors matter-based fees, retainers and disbursements, applies the configured receivables policy and records why each action was sent, paused or routed to matter partner and finance manager.
What data does DueHello use from Exact Online?+
The workflow uses invoice number and customer, issue date, due date and open amount, payment and credit status, administration and reference. DueHello reads receivable status from the connected administration and keeps the accounting record as the source of truth.
What stops the approval by exception workflow?+
The workflow stops or changes route when an authorised person approves, edits or rejects the action. DueHello then send matter-sensitive exceptions to the responsible partner.
Does DueHello replace the finance or account team?+
No. DueHello performs the permitted follow-up and brings exceptions to the accountable person with the context and evidence needed to decide.
Map this against real invoices.
Bring one month of matter-based fees, retainers and disbursements. We will map the policy, exceptions and Exact Online data route with your team.
Book a demo