Status sequence
Ready, review, held, blocked, released, disputed, or paid states with timestamp and owner.
Settlements / Audit Trail
The record should show why money was released, held, changed, or escalated.
BOF preserves proof, pay calculation, billing note, exception owner, clearance action, timestamp, and release effect so managers can review the settlement story later.
Pay logic
Rate basis, deductions, reimbursements, detention, accessorials, and approval notes.
Packet trail
Proof documents, photos, BOL, POD, receipts, claims, and customer confirmations.
Review note
Who cleared the issue, what changed, and whether the release affected cash-flow visibility.
Audit trail route
- Log: record the settlement status, issue, and cash impact.
- Attach: preserve proof and pay calculation evidence.
- Review: capture the owner, decision, and clearance note.
- Retain: keep the final packet state available for management review.