A finance-ready packet.
Required documents and financial terms are grouped around the load and customer record.
Finance Workflow
Factoring packets prepared before cash flow stalls.
BOF organizes rate confirmation, invoice support, BOL, POD, accessorial receipts, customer payment terms, and exception notes into a packet finance can review quickly.
Missing proof is visible early.
Packet status shows missing BOL, POD, invoice, accessorial proof, or customer approval before submission.
Factoring sits after proof and before payment.
The workflow connects dispatch, documents, billing, settlements, and exception management.
- Assemble packet.
Collect rate, invoice, BOL, POD, accessorials, customer terms, and account details.
- Review readiness.
Confirm every required item is present, readable, matched, and approved.
- Route hold reasons.
Expose missing proof, dispute, or customer term issue to the owner.