invoice dispute workflow · Xero
Dispute and exception routing for research firms with Xero.
Connect Xero, encode the rules your team already follows and move every open invoice toward a documented outcome.
Map this workflowOperational fit
Built around how research firms actually bill.
commission stages, fieldwork costs and final-report milestones.
client approval and research delivery remain closely connected.
milestone acceptance may be known by delivery but invisible to finance.
confirm milestone acceptance before moving an invoice into escalation.
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
Xero data contract
Use the ledger as truth. Add the decision layer it lacks.
DueHello monitors receivables from the connected organisation and evaluates each next action against the configured policy. Connect the organisation, choose the accounts and invoice states in scope, then validate sender and approval rules.
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 research firm?+
DueHello monitors commission stages, fieldwork costs and final-report milestones, applies the configured receivables policy and records why each action was sent, paused or routed to research lead and finance manager.
What data does DueHello use from Xero?+
The workflow uses contact and invoice number, currency, total and amount due, issue date and due date, status and organisation. DueHello monitors receivables from the connected organisation and evaluates each next action against the configured policy.
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 confirm milestone acceptance before moving an invoice into escalation.
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 commission stages, fieldwork costs and final-report milestones. We will map the policy, exceptions and Xero data route with your team.
Book a demo