Review the exceptions

Keep review work visible when more than one person touches the client batch.

AxLiner gives accounting practices a shared place to work through exceptions so reviewers can correct the batch and the final publisher can see what is ready.

The workflow keeps responsibilities clear without removing the final accounting judgment from the team.

Batch review

May close / Client 04

In review

Mixed client batch

Vendor invoices

18 documents

Reviewed

Expense receipts

12 documents

Review

Bank statement

3 pages

Ready

Exception review

Receipt 08 / Total

Check field

Extracted total

$1,248.60

Source and corrected row stay together.

Shared queue

for reviewer work

Visible status

for each batch

Controlled step

before publish

Built for review

Batch work stays useful when the reviewer can still see the accounting story.

Make the queue understandable

Give the team one view of what arrived, what is flagged, and what is ready to move forward.

Separate review from publish

Let reviewers correct documents while the final accounting handoff remains deliberate.

Reduce status chasing

Keep batch progress in the workflow instead of reconstructing it from private messages.

A controlled handoff

Clear steps from folder intake to reviewed output.

01

Open the shared queue

See the client batches that need a reviewer pass.

02

Resolve the exceptions

Correct source-backed fields and leave the batch in a reviewable state.

03

Hand off the reviewed batch

Move corrected work to export or a controlled QuickBooks publishing step.

Keep exploring

Related accounting workflows

Ready for the next batch

Bring the folder. Keep the review step.

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