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Overview

The carrier payables screen is your central hub for managing carrier invoices and payments.
The Needs Review tab of the carrier docs screen, showing invoices held by an open exception

The Needs Review tab: carrier documents held by an open exception, each row naming the exception that stopped it.

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Key Features

The main grid displays all carrier invoices with key information:
  • Invoice number and date
  • Carrier name
  • Total amount
  • Status — see Carrier invoice statuses for the full set of values and what each one means
  • Match status with TMS shipments
Quickly find specific invoices using:
  • Date range filters
  • Carrier filters
  • Status filters — the status picker offers the full carrier invoice status set
  • Search by invoice number, BOL, or PRO number
  • Advanced filtering options
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

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Common Tasks

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Reviewing newly received invoices

  1. Filter the list by status to focus on invoices still in review — most carrier invoices start in RECEIVED, though one created ahead of its document or its bill starts in AWAITING_INVOICE or AWAITING_BILL and promotes to RECEIVED on its own
  2. Review automatically matched shipments
  3. Verify rates and accessorials
  4. Approve or flag for exception handling

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Handling Exceptions

1

Open the Needs Review tab

Needs Review is the queue of invoices held back by an open exception.
2

Select an invoice to review

Pick an invoice from the list to open its detail view.
3

Compare invoice details against TMS data

Check the invoice against the shipment and bill your TMS sent, so you can see exactly where the two disagree.
4

Add notes or supporting documentation

Record what you found and attach any documents that back up the decision.
5

Resolve or escalate the exception

Clear the exception if the invoice is good to pay, or escalate it for further handling.

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What each tab filters on

The tabs are not status filters. Each one is a composite condition, so you cannot reproduce a tab through the API by matching a single carrier invoice status — you have to reproduce the whole predicate. Needs Review and Ready for Approval both exclude terminal statuses, meaning invoices that need no further action: APPROVED, PAID, PART_PAID, CANCELLED, REJECTED, REFUNDED, and DISPUTED. Needs Review and Ready for Approval never show the same invoice at once — the exception path requires an open exception where Ready for Approval requires none, and the no-bill path requires a missing bill where Ready for Approval requires one.

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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