Shipwell’s Invoice Auto Dispute capability helps users save time in their settlement operations. Anytime an invoice comes in that is configured to be auto disputed then it will simply be marked as disputed, and the carrier will be notified via email and in-app notification that an invoice has been disputed and the reason for it.

Even when an invoice is in dispute there is a constant evaluation of incoming documents, shipment financial updates, and shipment status updates. Anytime a new item is received that was triggering one of the exceptions of a disputed invoice, then the invoice will be reevaluated. If at that time the invoice passes First Pass Match, then it will automatically into ‘Passed’ status. Alternatively, if it doesn’t it will go back into ‘Disputed’ status if there is an Auto-Dispute triggering exception. This process is operationally efficient and moves the effort of initially following up with carriers to add a document or mark a shipment as delivered to them.

Activating the Settlement Auto Dispute capability is done within the Settlement Configurations that are accessed by selecting ‘Manage’ → ‘Company’ → ‘Company Defaults’ → ‘Settlements’ and turning on ‘Auto-dispute invoices’.

There are five item types of exceptions that can be auto disputed:

Note that the Auto-Dispute settings are dependent on how you have configured the respective item that is being auto disputed. For example, ‘All required documents have not been provided’ will evaluate the documents that you have required for an invoice received and trigger an exception if one or more of those documents have not been received when the invoice is evaluated.

When an invoice has been disputed via Auto Dispute, the carrier is notified via email and in-app notification and the basis for this dispute is also provided within the shipment messages.

Aligning your Auto Dispute configuration based on what you expect to be completed prior to your invoice exception reviewer’s actual invoice review will help maximize operational efficiency.