Overview
The carrier payables screen is your central hub for managing carrier invoices and payments.
Key Features
Invoice List View
Invoice List View
The main grid displays all carrier invoices with key information:
- Invoice number and date
- Carrier name
- Total amount
- Status (New, Validated, Exception, Approved)
- Match status with TMS shipments
Filtering and Search
Filtering and Search
Quickly find specific invoices using: - Date range filters - Carrier filters -
Status filters - Search by invoice number, BOL, or PRO number - Advanced
filtering options
Invoice Processing
Invoice Processing
Process invoices efficiently with these actions:
- View invoice details and attached documents
- Match invoices to shipments
- Review and approve exceptions
- Bulk approve validated invoices
- Export data for payment processing
Common Tasks
Reviewing New Invoices
- Filter the list to show “New” status invoices
- Review automatically matched shipments
- Verify rates and accessorials
- Approve or flag for exception handling
Handling Exceptions
- Navigate to the “Exceptions” tab 2. Select an invoice to review 3. Compare invoice details against TMS data 4. Add notes or supporting documentation 5. Resolve or escalate the exception
Best Practices
Daily Review
Check new invoices daily to maintain consistent cash flow
Exception Management
Address exceptions promptly to prevent payment delays
Documentation
Always add notes for non-standard approvals
Regular Exports
Export approved invoices on a set schedule