invoice dispute workflow · Exact Online
Dispute and exception routing for recruitment agencies 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 recruitment agencies actually bill.
placement fees, staged payments and rebate-linked invoices.
consultants remain close to both hiring managers and candidates.
rebate periods and start-date changes can alter what should happen next.
hold follow-up when a start date, rebate or replacement discussion is open.
One controlled route from signal to outcome.
separate operational exceptions from ordinary late payment and assign ownership. No collection sequence continues while a qualifying dispute is open.
- 01
Classify the exception
- 02
Pause the affected action
- 03
Assign an accountable owner
- 04
Resume only after a recorded resolution
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 exception category, owner and timestamps, resolution note. The team can see what happened without reconstructing it from inboxes.
exception category
owner and timestamps
resolution note
Questions before you put it into production.
How is dispute and exception routing used by a recruitment agency?+
DueHello monitors placement fees, staged payments and rebate-linked invoices, applies the configured receivables policy and records why each action was sent, paused or routed to recruitment consultant and credit controller.
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 dispute and exception routing workflow?+
The workflow stops or changes route when the exception is resolved, rejected or moved to an agreed owner. DueHello then hold follow-up when a start date, rebate or replacement discussion is open.
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 placement fees, staged payments and rebate-linked invoices. We will map the policy, exceptions and Exact Online data route with your team.
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