How to Use Spreadsheets to Track Invoicing, Payments, and Load Issues — Without Leaving Dispatch

Most accounting teams stay in the Accounting tab — but the fastest way to manage invoicing, payment status, and problem loads is actually in Dispatch. With custom spreadsheets, you can filter delivered loads, flag issues, and track payment progress — all in one live view that updates in real time.

1. Daily To-Do List

• Instantly see which loads need to be invoiced today
• Like a live checklist that updates automatically
• No more switching between tabs or digging through paperwork
  Example: Create a view called “Accounting. Daily(Subsheet)” showing all delivered loads(filter). Add columns like Load Number, Amount, Load reference and Load status.

2. Payment Tracking

• Know exactly what’s been sent for payment and what’s been received
• Match expected payments against actual deposits
• Quickly spot any missed or delayed payments
  Pro Tip: Filter your spreadsheet to show load status with “Payment requested” and any of “labels” i.e Pending, so you can follow up fast.

3. Problem Solver

• Keep a list of loads with issues like short pays, missing documents, or rejected invoices
• Use color highlights or notes to flag problem loads
• They stay visible until resolved—nothing slips through the cracks
  Example: Mark any load with open payment issues in yellow and add custom notes directly in the sheet for follow-up.

Why It Works

• Everything updates in real time — no more duplicate spreadsheets or lost sticky notes
• You can customize what columns show up, what gets filtered, and who sees what
• Share views with your team (read-only or editable) so everyone stays on the same page

It’s like having a smart, self-updating folder on your desk that always tells you what to do next.

Need help building your first view? Let us know — we’re here to help set it up with you!