Email Exception Assistant

The Email Exception Assistant gives AR teams a centralized dashboard to identify, research and resolve email delivery failures that delay invoice delivery and payment. The dashboard surfaces failed emails by account, recommends alternate contact addresses using AI, and supports both manual and automated resends.

Email Exceptions Management queue

Email Exceptions Management groups email delivery failures by email address so AR specialists can prioritize the highest-value at risk first.

  1. Log in to the Invoicing workspace.

  2. Select Exceptions tab.

    The Email Exceptions Management queue is a prioritized list that displays documents:

    • attempted to be emailed but not delivered to any address successfully
    • have an open balance

    You will also find on the Email Exception Management queue:

    • the sum of the open balance and total document count per email address
    • AI-recommended alternate email addresses with a confidence score and reason
    • options to resend to a recommended address or a manually entered address
    • options to create an automation rule to resend any future failed invoices to a new address
NOTE   

Documents with an open balance of $0 are excluded from the Exceptions Queue.

Email recommendations

When a user resends a failed email to an alternate address, the system records that address as the preferred alternate for that account.

Email deliverability analytics (Analytics workspace)

The analytics dashboard shows email delivery performance over time so AR managers can identify trends and measure the impact of automation.

The dashboard includes:

  • Failed emails over time, with resolved failures remaining visible to show progress

  • Resolved rates tied to open balances on previously failed documents

  • Resend volume by method, showing manual resends compared to automated resends

Exceptions Log

The Exceptions Log is a flat list for researching and resending individual failed emails. You can use it to find specific delivery failures by date or account without grouping by contact.

  1. Log in to the Invoicing workspace.

  2. Select Exceptions tab.

  3. Hover on Emails subheader.

  4. Choose Exception Log from the drop-down.

    The Exception Log opens and displays the following email types:

    • Invoices (email and ebill)

Each record shows:

  • Failed email address
  • Account number
  • Failure date and reason
  • Subject line
  • Amount and attached documents
  • Resend action

You can add and remove columns in the Exceptions Log from these options:

  • Failed Destination
  • Failure Date
  • System Failure Classification
  • System Failure Trace
  • Subject Line
  • Account Number
  • Account Name
  • Attached Document details
  • Resend action
NOTE   

Password resets, welcome emails and verification code emails are excluded from the Exceptions Log.

Users can filter the log by date.

Automation Rules

Automation Rules Management lets users view and delete the automated resend rules they have created. When a covered email fails, the system sends it to the configured automated destination.

Each rule record displays:

  • Failed email address

  • Automated destination address

  • Failure reason

  • Rule status

  • Last execution date

  • Total execution count

  • Rule creation date

  • Enabled by (user name)

Automation Log

The Automation Log is an audit trail of all emails sent by automation. Each record shows the original failed email address, the retry address used, and the rule that triggered the resend.

  1. Log in to the Invoicing workspace.

  2. Select Exceptions tab.

  3. Hover on Emails subheader.

  4. Choose Automation Log from the drop-down.

    The Automation Log opens.