Packet state
POD, BOL, receipt, accessorial support, receiver note, and photo evidence.
Settlements / Single Record Accountability
Settlement release should not require rebuilding the load story.
BOF keeps settlement, proof, billing, driver pay basis, packet status, and owner action tied to the same load record so finance and operations work from one answer.
Driver basis
Employee, contractor, owner-operator, mileage, percentage, hourly, fixed, or mixed-rate calculation.
Invoice readiness
Customer reference, claim or dispute flag, factoring context, release owner, and due date.
Clearance action
Named owner, hold reason, required document, and what changes when the record clears.
Settlement record route
- Capture: connect load, driver, packet, pay profile, proof, and billing requirement.
- Classify: mark ready, review, held, or blocked with a reason.
- Resolve: assign the missing proof, pay question, or billing issue to an owner.
- Release: preserve the final packet state and downstream cash effect.