Bill Search

This article will provide a quick overview of the Bill Search screen and its functionality:

 

The Bill search screen will allow you to search through approved bills in the system while providing you with filtering options to sift through your data:

  • You can search between Carrier bills, Organization bills (factoring company, Marketplace Seller, etc.), or Sales Rep bills (commissions). 
  • Below are the default search fitlers: 
    • Vendor Type, Pay Status, As of Bill Date, Bill Date Range (Last 30 days). 
  • Advanced search filters:
    • Bill Number, Bill Type, Days Overdue, Shipment ID, Tariff Name (if applicable), Check Reference Number, Bill Due Date range, approved by EDI. 
  • The shipment ID displayed on this screen is a hyperlink that will allow you to click into the bill's respective shipment.
  • You can view activity logs, send documents, or modify the bill from this screen using the menu columns on the far right of the search results.
  • This page works in conjunction with the Approved Bills Summary; when you click on any number from the summary screen, it will take you to this Bill Search screen with the specific results filtered.
  • All results and filtered results from this page can be exported to excel for quick reference or sharing via Excel.