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Module 6: Exception log workflow

Classify every leftover and sign off with a defensible log. · ~30 min

Progress this module: 0/2 required labs passed

Repeatable workflow: confirm entity/vendor/period/currency → prove statement math → exact → partial → classify leftovers → act only on true exceptions → sign off with an exception log.

  • Every leftover gets a bucket and a next action.
  • Hold timing; chase true missings and amount issues.

Lab 6.1 — Build the exception log

Click each leftover, then click the correct exception bucket (this becomes your sign-off log).

Select a card, then click a bucket. Timing and report-flavour mistakes that look like “missing” are critical fails.

M6 — Full vendor case, start to sign-off (capstone dry run)

Work one vendor case from first look to sign-off. At each step, pick the best next action. If you pick wrong, you'll see exactly what that choice costs you before trying again.

You've just received Acme Fasteners' monthly statement showing a closing balance of $18,940 — well above what your AP extract shows for them.

What's your first move?

StatementZen Academy TeamBuilt from StatementZen's own vendor statement reconciliation engineering and casework — pending Michael's named byline commitment (spec.md section 7). · Last updated