An exception is something PayCanvas cannot safely decide on its own—for example, who earned a tip or which approved role applies. PayCanvas does not guess. When possible, it holds only the money affected by the question and continues calculating everything else.
Prerequisites
- A persisted calculation result.
- Access to the selected payroll account and period.
- Account-administrator authorization to apply a payroll-affecting resolution.
- Supporting evidence for the factual decision.
Review an exception
- Open Resolve issues or Unresolved.
- Filter by category if needed.
- Expand one item and read its detail, source, safe reference, financial effect, and related calculated lines.
- Open a linked provider booking only when the workspace offers that link and your provider access permits it.
- Distinguish the case type:
- an integrity blocker prevents a usable calculation;
- a pay hold keeps affected money unassigned and the result provisional;
- a warning has no payroll effect.
The count represents the underlying questions you can act on, not every technical warning created while PayCanvas investigated them.
Apply a held-amount resolution
Only items with a replayable resolution candidate show the resolution editor.
- Choose one or more reviewed payees, or choose an existing pool.
- Allocate the exact held amount. Each payee can appear once.
- If authorized and factually correct, enter an explicit unpaid remainder smaller than the held amount.
- Enter a note explaining the decision.
- Confirm the source-item-specific allocation.
- Select Apply resolution.
PayCanvas checks your access, confirms each employee or pool is eligible, and verifies that every held cent is assigned or intentionally left unpaid. It then recalculates from the same locked source data and settings. It does not download provider data again, and it keeps the earlier result for comparison.
Expected result
A successful resolution creates a new calculation version. When no pay-affecting questions remain and every cent balances, the calculation becomes final automatically. Final still does not mean approved or paid.
Troubleshooting
- No resolution editor: the item may be warning-only, unpriced, unsupported by a closed factual choice, or waiting for recalculation to create a candidate.
- Amounts do not reconcile: payee assignments plus any approved unpaid remainder must equal every held cent.
- Stale-state error: refresh the workspace and review the current candidate before confirming again.
- The answer would change a rate or rule: stop and request policy review. A resolution cannot modify automatic payroll policy.