Audit workspace / New review

Invoice review workspace

Compare 3PL invoice lines with contracted rates and Shopify activity, then review the source evidence before exporting anything.

01 Sources 02 Field mapping 03 Findings 04 Review packet

01 / Source files

Add the records for this billing period

01 Rate cardContract rules, rates, and effective dates Choose CSV 02 3PL invoice linesInvoice IDs, charges, quantity, and amount Choose CSV 03 Shopify activityNormalized orders, fulfillments, or returns Choose CSV

CSV only. PDF invoices, carrier freight, legal conclusions, and automated credit requests are outside this review.

Review details

Billing context

3PL name Currency Period start Period end

A period-end fallback can only create a review flag when the service date is missing.

Import all three CSVs to begin.

03 / Findings

Review evidence before you request clarification

Findings

Select only the rows you have reviewed and confirmed.

Include	Finding	Rule & source	Expected	Billed	Variance