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In the left navigation, select Parcel > Invoice Search.
(See also Parcel Invoice Search.)
In Search Criteria, Select a Client, and then the Carrier (for example, UPS) whose invoices you want to find, and optionally select the Account.
If you are looking for a specific invoice number, tracking number, or control number, you can specify these in the Invoice Numbers, Tracking Number(s), and Control Number fields.
In Additional Criteria, you can select a Delivery Status and specify Date Criteria such as the bill date (click the pencil icon 📝 to edit the date criteria).
Now, click Search.
The results are listed under Search Result.
The columns include Invoice Number, Account Number, Invoice Amount, Control Number, and Bill Date. Each invoice is listed so that you can view and download them. Note that the column headings include filter options so you can further refine your search, and then clear the filters (click Clear Filter(s)).When you click on a particular invoice number, a pop-up displays the details, including Tracking Number, Reference Number 1, Reference Number 2, Scheduled Data, Delivery Date, Delivery Status (such as on time, return to sender, various exceptions, and so on), Service, Charges, Actions, and Messages.
Note that each column has a text field and filter option, so that you can filter on specific areas of interest. For example, in the Service column, you can enter the term “Ground” and filter for services that provide ground delivery (have “Ground” in their name).
From the filter icon
, you can specify whether the term should be an exact match, or should just be contained in the service name, and so on.
Depending on your configuration settings, you will receive a email notifying you when a report is ready, with a spreadsheet of the report attached:
Exploring Parcel Recon
With Parcel Recon, you can compare what your freight quote (manifest) was side-by-side with your actual bill from the carrier so that you reconcile them. You can compare your invoice data with what you expected you were going to be paying for shipping
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