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audit@once

invoice review and dispute settlement

 

The business case: 

In the wholesale business, the carriers send and receive voluminous statements (invoices and declarations) containing lots of line items. Due to the associated high commercial impact, receivers check these statements based on expected values (reference items). The reference and the statement items must be correlated, verified, reviewed and, if necessary, complained (outgoing dispute). Conversely, an incoming dispute on an outgoing statement must be processed in the same detail.

To perform these operations without appropriate software is very time and resource consuming. audit@once supports the user optimally in the processing of incoming statements and disputes. Extensive and complex statements are processed in a very short time and low resource requirements.

With audit@once you save resources and minimize cost and revenue loss.

 

audit@once highlights:

  • covering the complete workflow for incoming statements and disputes
  • incoming statements
    • upload of reference and incoming statement items.
    • ‘pairing and grouping engine’ (reference items ↔ statement items).
    • 3-step statement review (total → groups → items).
    • threshold controlled evaluation at each step.
    • automatic creation of dispute letters and payment orders
    • support during dispute negotiation and settlement
  • incoming disputes
    • import of the disputed items and assignment to the respective statement items.
    • threshold controlled evaluation.
    • support during dispute negotiation and settlement
    • automatic creation of correction notes.
  • extensive Reporting
  • full view on the financial data

 

workflow: incoming invoice

upload → pair & group → review → dispute negotiation

 

Intuitive workflow:

audit ablauf rechnung

1st step: upload reference line items - background service

2nd step: upload digitized incoming statement line items

the totals are presented and the statement can be settled on this stage if required

in case of settlement, a respective payment order is created and sent

3rd step: pairing & grouping

the pairing and grouping engine analyzes the data, builds optimal pairs and groups and presents the results

the engine can be reconfigured to build new groups based on the new configuration

pairs, groups or the statement can be settle or

a dispute letter is created and sent

for the settled pairs and groups a respective payment order is created, if required

4th step: dispute management

            all steps of the dispute negotiation are monitored

in case of settlement, a respective payment order is created and sent

 

 

workflow: incoming dispute

import → pair & group → review → dispute negotiation

 

Intuitive workflow:

audit ablauf dispute

1st step: upload outgoing statement line items - background service

2nd step: import dispute line items

upload digitized dispute line items and start pairing & grouping or

import dispute line items and pair/group manually

3rd step: dispute management

pairs, groups, or the dispute can be settled

            all steps of the dispute negotiation are monitored

4th step: dispute settlement

in case of settlement, a correction note is created, if necessary

 

In a live demo, you get an impression how powerful this tool is.