Close exception routing brief
Give every open close exception a named reviewer and a response date before the morning stand-up, starting with the unowned Fig and Fennel sales tax mismatch.
- Industry
- Accounting, Bookkeeping and Tax
- Team
- Finance
- Use case
- Requests and exceptions
- Tags
- Internal review
- Includes
- 1 app
Template preview
Included items
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Dashboards
App · 3 embedded blocks: Chart: Close exceptions raised by entity and week (c-exceptions-grid); Chart: Close exceptions by entity, July and August closes (c-exceptions-dumbbell); Insight: Nine exceptions: six resolved, one unowned for 6 days (i5) · Requires sign-in
Overview
What this template supports
An internal routing brief for reviewers and the close lead, read out at the morning stand-up. It counts the exceptions raised in the close, lists each open one with its entity, account, source, reviewer and response date, and sets the routing rules. It supplies reviewer rows, an unowned-exception callout, an assignment checklist and exception trend blocks.
- Exceptions by entity and week heatmap block
- Reviewer rows with open counts
- Open exception table with response dates
- Routing rule definition list
- Unowned exception danger callout
- Stand-up assignment checklist
How to use this template
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List the open exceptions
Enter each open exception with its entity, account, amount and source, and attach the source file.
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Name one reviewer for each
Assign a reviewer with authority over the treatment, and write the response date for any client answer.
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Read it out at the stand-up
Read any exception without a reviewer first, assign it in the room and update the brief.
Frequently asked questions
Who may be named as reviewer?
A person with authority to decide treatment and the correcting entry. A group or a shared inbox is never a reviewer.
When does the close status change?
Only after the reviewer approves the treatment and the entry.
What does Close exception routing brief help me do?
Give every open close exception a named reviewer and a response date before the morning stand-up, starting with the unowned Fig and Fennel sales tax mismatch.
Who reads and maintains this page?
Tallgrove reviewers and the close lead; prepared by the close lead each morning. The managing partner reviews it.
Is this page shared with the client?
No. It is an internal page kept by the close lead. Used only inside the firm; read out at the stand-up after every open exception shows a named reviewer.
What do visitors see in the public link?
The public link opens the full page without sign-in. The live Dashboards blocks are a separate app that needs FuseBase sign-in, so a visitor without access does not see their live figures.