Exceptions

Exceptions describe unexpected issues on shipments and invoices. Exceptions can be auto-applied (set up by Loop) or user-managed labels. What can you do with exceptions? There are four actions:

• Add exception types to shipments and invoices

• Resolve to indicate the issue is addressed

• Remove to indicate the issue does not need to be addressed

• Reopen a resolved exception to indicate what was previously thought to be resolved is still an outstanding issue

How to add an Exception

• You can create an exception on a payable invoice with the three-dot button on the upper right-hand corner or the invoice card under the Shipment tabs

• Select the Exception tag from a drop-down list

  • You can create a new exception in the Exceptions tab

• Add a note to provide context to your team

• The exception will appear on the top of the invoice or shipment as a tag

How to edit an Exception

By clicking on the policies and exceptions indicator, a right-hand panel will appear for further functionality. Click into the exceptions tab to view any exceptions.

• Resolve - select this button once the issue has been resolved

  • Once an exception has been resolved, click on the tag to reopen to indicate further work is needed

• The actions button provides edit and removal ability

  • You can edit and delete the note or remove the exception altogether

  • Some auto-applied exceptions have limited actions available

How to Find an Exception

• In the Shipment or Invoice tables, or in a custom view, use the quick filter to find specific exceptions.

How to Create an Exception

In the Exceptions tab, you can view all the created Exceptions and create a new one by clicking on the +Create exception button on the upper right-hand corner.

Provide the exception with a name, then click Create to save.