Trip charge approval and posting

Prepare the charge under the correct trip, obtain the agreed approval and inspect the invoicing handoff.

Step by step

Prepare the financial context Finance Officer

Finance Officer checks the intended trip and its operating evidence. Keep freight-order charges under their order and identify how they relate to the charge being prepared without counting the same amount twice.
- Establish parent and charge context
- Updates Trips, Delivery evidence, Freight orders, Freight charges
Create the trip draft Finance Officer

Finance Officer records the trip charge description and amount in Draft. Use the billing-currency convention agreed for the operating scope.
- Record Draft amount
- Updates Trip charges, Trips
Approve the charge Transport Reviewer

Transport Reviewer checks the amount and supporting context under the approval assignment agreed during setup. Move eligible Draft work to Approved through the supported decision path.
- Draft to Approved under agreed authority
- Updates Trip charges
ApprovalA person approves before the work moves on.
Post for invoicing Finance Officer

Finance Officer posts the Approved charge through the charge action. Inspect the resulting invoicing state and the separately configured accounting handoff before treating it as an issued invoice.
- Approved charge posted for invoicing
- Updates Trip charges

And how to keep it from happening.

Different parents combined without explanation. Order charges and trip charges serve different record contexts. Define the reconciliation before adding their amounts together.
Approval skipped. The posting action takes an approved trip charge. A prepared amount or confirmed delivery does not replace that prerequisite.
Invoice reference mistaken for payment. Inspect the billing handoff and retain its reference without inferring collection of cash.

Start free, then use Proto to change fields, steps and approvals before your team goes live.