Decide supported freight charges and preserve the outcome when transport scope changes.
Finance Reviewer identifies the load, charge type and currency. For detention, examine the completed trailer visit and operation receipt. Evidence Reviewer helps locate delivery or attachment evidence when the charge concerns a disputed outcome.
Finance Reviewer compares the Draft charge with the applicable commercial agreement and source evidence. The reviewer approves a supported charge and records its number, reviewed amount and currency in the decision rationale, or retains the case for investigation with a clear reason.
Finance Reviewer updates invoice and payment progress from the responsible finance process. Keep currency and source references with the charge. Agree any accounting connection during setup and reconcile its acknowledgments before relying on a status update.
Dispatcher marks a withdrawn load Cancelled. Related Active assignments are cancelled, along with stops that are neither Completed nor already Cancelled. The cancellation decision identifies the load revision. Review any remaining commitments with the operating team.
Evidence Reviewer examines disputed confirmations and recorded operational outcomes with the relevant owner. Keep the source record and rationale visible. Identify the supporting load or visit revision where relevant, and compare any changed charge amount with the earlier decision before relying on it.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.