What your statement should say
Pick the pay period, check your loads, then compare with what landed. Dibs shows the gap, the loads missing from your statement, and the questions to send accounting.
You should get
Compare with your statement
Which loads are on it?
Paste the statement or open its PDF. Dibs looks for each load number of this period. It is read right here, nothing is sent.
Questions for accounting
Built from the numbers above. Edit before you send.
Loads in this period
Billed = everything the customer pays. Fee = quick pay or factoring fee charged to you on that load. Customer paid = the date the money came in; leave it empty while it's open.
| Load # | Customer | Delivered | Billed $ | Carrier $ | Fee $ | Customer paid | GP |
|---|
Drop rate cons, invoices, PODs
Each document fills a different part of a load. The load number ties them together.
- Carrier rate con: carrier pay, pickup and delivery dates, carrier and MC
- Customer tender or rate confirmation: customer and what they pay
- Your invoice to the customer: customer, amount, invoice date, terms. It never shows carrier pay, so add the rate con too
- POD or signed BOL: the real delivery date
- Remittance advice: the date the customer paid
- Quick pay or factoring notice: the fee
Paste rows from Excel or a TMS CSV: load, customer, delivered date, billed, carrier, fee, customer paid date. Header row is skipped.
Your customers' open invoices
Same loads as My Check, seen by invoice. Don't wait for accounting to tell you a customer is two months late. Dibs shows who to nudge today and writes the email.
Nudge today
Day 2: check the portal took it. Day 15: friendly check. Due date: reminder. +15 past due: call AP. +30: credit hold talk.
Email draft
Pick an invoice.
Invoices
Your cut ≈ your split of the load's gross profit: what you stand to lose if the invoice goes bad and the brokerage charges it back. Click a row to draft the email.
| Customer | Load # | Invoiced | Amount $ | Terms | Your cut | Customer paid | Status |
|---|
Invoices and My Check share one list of loads. An invoice added here shows up in My Check too, waiting for its carrier pay.
Is this carrier email worth answering?
Paste the email with signature. Dibs pulls out the MC, DOT, addresses and phone numbers, flags the usual scam tells, and gives you a dated check record for the load notes. Book only carriers your company has approved in its carrier onboarding tool.
The email
What you checked yourself
Tick what you actually did. It goes into the record.
What Dibs sees
Check record
Paste it into the load notes in your TMS. If a claim lands later, this is what you checked and when.