Worklist

Accounts the AI could not resolve on its own. Each item includes the reasoning behind the escalation.

10 items need human judgment

Open exceptions

need human judgment

Critical

highest priority

Exposure at risk

$983K

across open exceptions

AI approvals

awaiting your decision

AI failures

blocked operations

Disputes

awaiting human review

Cash app issues

awaiting human review

Priority

Priority	Customer	Balance	Reason	Recommended Action
Critical	Summit Industrial Collection · Credit Hold	$187,200	Credit Hold recommendation	Approve Credit Hold and notify Sales
Critical	ABC Medical Systems Collection · Broken Promise	$146,600	Broken Promise to Pay — second in 60 days	Escalate to AP Manager with payment plan option
Critical	Summit Industrial Cash Apps · Payment Trace Required	$82,000	No ACH trace number and no live accounting connection to verify.	Request ACH trace number
High	Vertex Manufacturing Collection · Payment Plan Request	$101,200	Customer requested a custom payment arrangement	Review 6-month plan proposal and approve terms
High	Atlas Business Solutions Collection · No Valid Contact	$71,700	Multiple attempts failed — no valid contact	Source a new AP contact, then resume the process
High	Delta Healthcare Group Dispute · Duplicate dispute	$7,150	Follow-up date passed with no internal confirmation from Finance.	Escalate to Finance Manager
High	Horizon Distribution Cash Apps · Payment Claim	$82,000	Customer claims payment — No matching payment found	Request ACH trace number
Medium	Delta Healthcare Group Collection · High Value Review	$92,800	High-value account requires review	Confirm PO mapping, then let AI resume the process
Medium	Summit Industrial Collection · Escalation Request	$187,200	Customer became hostile — requested a manager	Human callback from AR Manager within 24 hours
Medium	Summit Industrial Cash Apps · Payment Claim	$24,850	Customer claims payment — Still open in QuickBooks	Create Paid but Still Open issue

Preview

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Choose an item from the Worklist to review its context and recommended next step.