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Guides on turning business documents into structured data: OCR and parsing, schema design, evaluation, security, and the accounts payable and logistics work around them.
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Container Demurrage and Detention Invoices: How to Audit Free Time, Dates and Rates Before You Pay
Container Demurrage and Detention Invoices: How to Audit Free Time, Dates and Rates Before You Pay, readDemurrage and detention invoices bill days your gate records do not support. Learn to audit free time, dates and rates before you pay or dispute.
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Vendor Credit Memos: Why They Sit Unapplied, and How to Match Them to Open Invoices
Vendor Credit Memos: Why They Sit Unapplied, and How to Match Them to Open Invoices, readVendor credit memos sit unapplied while the invoices they reduce get paid in full. See why credits go missing and how to match each one to its invoice.
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Quarterly Payroll Reconciliation: Tying the Payroll Register, the Bank and Form 941 for Every Client
Quarterly Payroll Reconciliation: Tying the Payroll Register, the Bank and Form 941 for Every Client, readPayroll that does not tie to the bank or Form 941 surfaces as a notice months later. How bookkeeping firms reconcile payroll every quarter, client by client.
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Proof of Delivery Processing: Why Freight Invoices Wait on PODs, and How to Stop Waiting
Proof of Delivery Processing: Why Freight Invoices Wait on PODs, and How to Stop Waiting, readFreight invoices stall when proofs of delivery arrive late, unsigned or annotated. See what a POD check must read and how to release billing the same day.
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Duplicate Invoice Detection: Why Exact-Match Checks Miss Most Duplicate Payments
Duplicate Invoice Detection: Why Exact-Match Checks Miss Most Duplicate Payments, readDuplicate invoices slip past exact-match checks with a changed number or date. See where duplicates come from and how near-match rules stop the payment.
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W-9 Collection and 1099 Prep: How Bookkeeping Firms Get Every Client Ready Before January
W-9 Collection and 1099 Prep: How Bookkeeping Firms Get Every Client Ready Before January, readMissing W-9s and mismatched TINs turn January into a scramble. See how bookkeeping firms collect, extract and check vendor data for 1099s in the fall.
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Commercial Invoice, Packing List and Bill of Lading Discrepancies: Catch Them Before Customs Does
Commercial Invoice, Packing List and Bill of Lading Discrepancies: Catch Them Before Customs Does, readImport entries stall when the commercial invoice, packing list and bill of lading disagree. Learn how to cross-check them before you file with customs.
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Three-Way Match Exceptions: Why Invoices Fail the PO and Receipt Check, and How to Clear Them Faster
Three-Way Match Exceptions: Why Invoices Fail the PO and Receipt Check, and How to Clear Them Faster, readInvoices that fail three-way match pile up and stall payment. See why PO, receipt and invoice disagree, how to set tolerances, and how to clear exceptions.
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Receipt-to-Bank Matching at Month-End: How Bookkeeping Firms Close Every Client Without Chasing Paper
Receipt-to-Bank Matching at Month-End: How Bookkeeping Firms Close Every Client Without Chasing Paper, readUnmatched bank lines stall every client close. See why receipts go missing, how to match them in passes, and how firms automate it across a portfolio.