How to View Invoice Details and Lines in techAUDIT [Step-by-Step guide]

Modified on Tue, 20 May at 4:11 PM

You can view the details of invoices that have been imported and successfully processed. This provides an in-depth view of each invoice's lines, including estimated and actual charges.

NOTE: For more information, refer to:

How to Import Invoices into techAUDIT [Step-by-Step guide]
How to Process Invoices in techAUDIT [Step-by-Step guide]

Invoice data is grouped by shipment (master tracking number), allowing you to view both shipment-level and package-level details. If a shipment includes multiple packages, you can expand it to review each one individually.

To view invoice details and lines:

1. Click Invoices from the left menu under the Audit section.

2. Optionally, click the Advanced Filter icon to further narrow down the invoices.

For a detailed guide, refer to: How to Filter Invoices in techAUDIT [Step-by-Step guide].

3. Click the desired Invoice Number.

The invoice details will appear in a table with the following columns:

Line Type: Type of charge (e.g., Return Tracking, Service Charge, etc).

NOTE: Original Tracking refers to a single package. Shipment refers to a group of packages. An arrow next to the shipment line allows you to expand and view its individual packages.
Tracking Number: Package tracking number or master tracking number (for shipments).
Client: Client name.
Est. Charge: Estimated charge when processed in techSHIP.

NOTE: If a carrier only provides shipment-level estimates, N/A will be shown for packages grouped under a shipment.
Act. Charge: Actual charge from the carrier.
Difference: Indicates if there's a mismatch between estimated and actual charges.
Actions: Available actions for each line.

4. Optionally, click the Advanced Filter icon to further narrow down the invoice lines.

NOTE:When filtering by Difference, results are filtered at the shipment level. A shipment may show no difference, even if its individual packages have discrepancies.

5. Press Details for the desired line.

A pop-up will open showing a side-by-side comparison of estimated and actual values. Use this view to detect round-ups, additional charges, accessorials, and other discrepancies.

If needed, you can close the pop-up and press Export to download a CSV file with all the invoice lines.