---
title: Accounts Payable Workflow
description: Accounts Payable Workflow in MVMNT
---

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1. [MVMNT | Help Center](https://help.mvmnt.io/?hsLang=en)
2. [Tracking Financials](https://help.mvmnt.io/tracking-financials?hsLang=en)

# Accounts Payable Workflow

## Accounts Payable Workflow in MVMNT

### **Initial Steps: From Delivery to Invoice Preparation**

#### **Step 1: Identifying Loads Ready for Invoicing**

Once a load reaches the "delivered" status, it automatically moves to the "To Be Invoiced" tab within the AP section, indicating it's ready for processing. Orders transition out of the Order Board and into the AP or Accounts Receivable (AR) sections for further action.

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXezGGEF9mxkIFUT50Sw3o2VrB371-ZGq0As4y5obdH22RUk7FiYGhCsApBSkREH1UDT59MP4BA2UDUN6fflW5TLacvWwts_CnjC9E0WKigWHCqCQs8WIED5ezafVnfRZxJ3SrePAA?key=9pbG4qu_rhE90agQ6FTz7P-v)

 

You have the option to customize how you invoice your carriers. In the Brokerage Settings section, you can choose to add a new “ready to invoice” status. This will allow users to mark shipments with this status so your accounting team knows all the docs are collected and they are good to generate an invoice.

 

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXfqWVOAUsbqbMPjz5TDkUA3EUvoXy8nmojRNdE4w0g5Te8T6DivwwmstNCFpQDIvrauPiULf9ukaa7GQHKLcCPc74n4Zt9YT8Vn46joG_C0c5GNRYWKUs4-i9SEtDL9kj6rbtIPPQ?key=9pbG4qu_rhE90agQ6FTz7P-v)

If not selected, then you are able to generate invoice directly after a load is delivered. 

#### **Step 2: Reviewing Order Charges**

To inspect the charges associated with an order, simply click on the Order ID. This step is crucial for verifying the accuracy of billing details.

#### **Step 3: Uploading Necessary Documents**

Should there be any missing documents (Proof of Delivery (POD), Carrier Invoice, Accessorial Receipts, etc.), you can upload them in the "Documents" tab. Ensuring all documentation is complete is essential for a smooth invoicing process.

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXfuXfP7UWEnTrqFqeyuApVG2dPIpiDGXPQuFjxfjus1USsLJP-8lpczBooXuwOHDySNQ-m-gcvw_932MA4L2JS7LsTHtlyOBKWjsB0c92YFTFikDns7NHFD0dFZ4ffRHTEjWxkReQ?key=9pbG4qu_rhE90agQ6FTz7P-v)

### **Processing Invoices: Review and Approval**

#### **Step 4: Moving Invoices to Review**

After verifying the order details and attaching any necessary documents, you can shift the invoice to the "In Review" status by selecting the option in the three-dot menu. At this point, you have the opportunity to adjust the due date or amount if needed, through a pop-up window before confirmation.

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXdGoeF0fj-4rb-zy-6DrHKYR7ClpvkArQIX-G7gJhjB7PuycgYx_JEKDgHwEH9-PbJBlAFAUiGKlv0I-sWP86u3O6BfJE55pN_u2f8w8c4mfpxR8GseJP315Tuh-TJVeigxM54r?key=9pbG4qu_rhE90agQ6FTz7P-v)

#### **Step 5: Navigating Invoices in Review**

The "Invoices in Review" tab allows for sorting and filtering across various fields, aiding in the efficient management of orders pending payment.

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXfnayKGG3nJgcsjneVs_Km2fokCddmZzXFwGID8S8_2Z2IAyNPUHIH-yuNPQe_zQv_0-geTtZOdwrt7_3bFIf9X6_R0MNfN0KyNPs_k1KqUPIi7qZXahHAaoSONVi0QI_v7Hapmpg?key=9pbG4qu_rhE90agQ6FTz7P-v)

#### **Step 6: Approving Invoices for Payment**

Once an invoice is verified and ready for payment, transition it to the "Approved to Pay" tab using the three-dot menu. Here, final confirmations against the due date and rate are performed before initiating payment.

- [Getting Started](https://help.mvmnt.io/getting-started?hsLang=en#main-content)

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- [Brokerage Basics](https://help.mvmnt.io/brokerage-basics?hsLang=en)
- [Tracking Financials](https://help.mvmnt.io/tracking-financials?hsLang=en)
- [Load Board Posting Guide](https://help.mvmnt.io/load-board-posting-guide?hsLang=en)
- [Integrations](https://help.mvmnt.io/integrations?hsLang=en#main-content)

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