Introduction to paperwork tracking

The paperwork tracking feature is used to record the receipt of paperwork, such as purchase orders or bills of lading. You can set up paperwork requirements for Invoicing and/or Settlements. This is how paperwork requirements affect the processing of invoices and settlement records:

  • Invoicing
    If all required paperwork is not checked in for an invoice, you will not be able to change the invoice’s status from On Hold to Ready to Print.

  • Settlements
    If all required paperwork is not checked in for a trip, you will not be able to save pay for the trip in a Released status.

You can base your paperwork requirements on any of the following:

  • A charge type used on the invoice
    Note: You can set up charge type-based requirements so they apply to all Bill To companies, or you can limit them to specific Bill To companies.

  • The resources used on the trip
    Note: Resource-based paperwork requirements are based on resource classifications, such as DrvType1-4.

  • The Bill To company on the order
    Notes:

    1. You can set up Bill To-based paperwork to be required for Invoicing, Settlements, or both Invoicing and Settlements.

    2. When you set up Bill To-based paperwork to be required only for Settlements, you can specify which trip segments it affects, such as only the trip segment that contains the last drop.