Bulk void exceptions

Time needed: ~5 minutes · Works on the Exceptions screen

Sometimes you don't want to resolve exceptions one by one — you want to clear a whole batch of them at once, because you already know what happened. That's what bulk void is for: filter down to the exceptions you want gone, select them, and void up to 100 in one go.

Voiding a transaction means telling the system: "Don't try to reconcile this — set it aside." Voided transactions are taken out of your open exceptions and out of your match-rate numbers. They're not deleted — they stay visible with a full audit trail of who voided them, when, and why.

When would I use this?

• A wrong file was uploaded. Say someone uploaded last week's PSP report by mistake — it created hundreds of exceptions that will never match anything. Void them all in one action instead of clicking through each one.

• A known, explainable batch. You've investigated one exception, found the cause, and know every other exception of the same type has the same explanation — e.g. a batch of test transactions, or entries from an account you no longer use. Filter to that type and void the lot.

⚠️ Only void exceptions you understand. Voiding makes the exception disappear from your numbers — it doesn't fix the underlying money question. If you're not sure why an exception exists, investigate it first (Guide 4 and Guide 5).

How to do it

1. Go to Operate → Exceptions and pick the rule tab where the exceptions live (e.g. OMS ↔ PSP 1).

2. Filter down to exactly what you want to void. Use Add Filters (e.g. status = Data Mismatch), the date range, or search — until the list shows only the exceptions you intend to clear. This step is what makes bulk void safe: filter first, select second.

3. Select the transactions. Tick individual checkboxes, or tick the header checkbox to select the whole page. A bar appears showing how many you've selected — you can void up to 100 transactions in one action.

4. Click Void. A confirmation opens.

5. Add a remark explaining why — e.g. "Duplicate exceptions from wrong PSP 1 file uploaded Aug 25." This remark is saved on every voided transaction and shows up in its audit trail, so three months from now anyone can see why these were set aside.

6. Confirm. The selected transactions are voided and drop out of your open exceptions.

   [screenshot: void confirmation dialog with remark field]

💡 Selected everything matching your filter? If you select the whole page while a filter is applied, you can apply the void to all transactions matching the filter — in that case the remark is mandatory, because you're acting on transactions you haven't individually looked at.

After voiding

• The transactions show status Void — you can still find and open them, and their audit trail records the action and your remark.

• Your Open Exceptions count and match metrics update to exclude them.

• Uploaded the wrong file? After voiding its exceptions, upload the correct file as usual

Quick checklist

• ✅ I filtered the list down to only the exceptions I mean to void.

• ✅ I know why each of these exceptions exists (same known cause).

• ✅ I wrote a remark my teammates will understand later.