Receipt and approval control.
The workflow captures receipt image, amount, payor, approval source, load match, and reimbursement path.
Accessorial Workflow
Lumper costs tracked from receipt to reimbursement.
BOF keeps lumper receipt evidence, approval notes, payment method, driver reimbursement, customer billing, and settlement impact attached to the load record.
Every cost has a status.
Ready, review, disputed, reimbursed, or billable states show the owner and reason.
Lumper evidence follows the money.
The same record informs billing packets, factoring packets, driver settlement, and customer updates.
- Attach receipt.
Capture amount, date, location, payment type, and document image.
- Verify approval.
Match the receipt to rate terms, broker approval, customer instruction, or site requirement.
- Route reimbursement.
Clear the item for billing and settlement or assign a missing-proof owner.