Your Carrier Revenue Review Checklist

01

Start with the workflow

Who prepares invoices, sends them, and tracks payment?Which accounting system or transportation management system is used?Where do staff spend the most time chasing details?

02

Identify the source records

Completed-load export and the agreed review period.Rate confirmations and revisions, plus carrier invoices and credits.Proof of delivery and documented detention, unloading, or other supported extra-charge evidence.Remittance or payment allocations, including partial payments, and factoring or quick-pay records where applicable.

03

Separate questions from claims

Which amounts are missing, short-paid, or unresolved?Is there supporting documentation for the charge?Has the issue already been identified, disputed, waived, or resolved?Are there contractual notice periods or approval requirements?

04

Agree the engagement before access

Eligible additional cash, attribution, confirmation, and the 20% fee timing.Prior collection efforts, factoring rights, reversals, and authorized follow-up.A separate private Dropbox file request, approved destination, deliberate local import, and retention.Working-storage and backup protections, incident contacts, and approved users before confidential intake.Who validates source evidence and who controls payer communications.

Before the review.
Get the picture.

Start with the workflow

Identify the source records

Separate questions from claims

Agree the engagement before access

Ready for a clearer conversation?

Before the review.Get the picture.

Start with the workflow

Identify the source records

Separate questions from claims

Agree the engagement before access

Ready for a clearer conversation?

Before the review.
Get the picture.