Find missing delivery evidence before an invoice goes for review

A useful starting point

A readiness check can tell finance which completed deliveries still lack the evidence required by your own process. It should not infer customer acceptance from a dispatch note. Keep dispatch, delivery and approval as distinct events.

A worked example

For a sample commercial order, link the order ID, delivery date, carrier reference and receipt document. A driver photo without a matching order stays unverified. The output is a short list of missing references for the operations coordinator.

Implementation and review

Use restricted document access and stable links rather than copying attachments repeatedly. Confirm that the finance reviewer can open the files. Test a split delivery and an uploaded document for the wrong order. Staff decide when evidence is sufficient; the automation only prepares the checklist.

Drive supports viewer, commenter and editor access. Confirm account and folder settings. Google: file sharing controls

Measure the improvement

Compare invoice-preparation delays and time spent looking for evidence. Include the coordinator review and file-access support in assisted time. Faster preparation does not establish that customers pay sooner. Subtract setup and ongoing storage or connector costs from any capacity-value estimate.

Discuss an implementation

This guide applies across Canada. We provide remote AI consulting for businesses in Kelowna; it does not describe a local client or a staffed office.

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