invoice follow-up approval workflow · Custom ERP integration
Approval by exception for logistics providers with Custom ERP integration.
Connect Custom ERP integration, encode the rules your team already follows and move every open invoice toward a documented outcome.
Map this workflowOperational fit
Built around how logistics providers actually bill.
shipments, surcharges, recurring routes and proof-of-delivery billing.
operational exceptions can become payment exceptions within hours.
missing delivery evidence or a surcharge query can trigger avoidable chasing.
attach delivery evidence and route operational disputes before escalation.
One controlled route from signal to outcome.
let ordinary actions run while high-risk or unusual cases wait for a person. Thresholds and approvers are visible before a sequence goes live.
- 01
Evaluate the proposed action
- 02
Compare it with review thresholds
- 03
Present context to the approver
- 04
Record and execute the decision
Custom ERP integration data contract
Use the ledger as truth. Add the decision layer it lacks.
A scoped integration supplies the minimum receivables events needed for monitoring, decisions and outcome updates. Agree source ownership, field mapping, update frequency, failure handling and security review during implementation.
Evidence remains attached to the decision.
For this workflow, DueHello keeps threshold matched, approver identity, decision and final action. The team can see what happened without reconstructing it from inboxes.
threshold matched
approver identity
decision and final action
Questions before you put it into production.
How is approval by exception used by a logistics provider?+
DueHello monitors shipments, surcharges, recurring routes and proof-of-delivery billing, applies the configured receivables policy and records why each action was sent, paused or routed to credit controller and operations owner.
What data does DueHello use from Custom ERP integration?+
The workflow uses stable invoice and customer keys, balance and lifecycle status, dates, entity and currency, exceptions, payments and ownership. A scoped integration supplies the minimum receivables events needed for monitoring, decisions and outcome updates.
What stops the approval by exception workflow?+
The workflow stops or changes route when an authorised person approves, edits or rejects the action. DueHello then attach delivery evidence and route operational disputes before escalation.
Does DueHello replace the finance or account team?+
No. DueHello performs the permitted follow-up and brings exceptions to the accountable person with the context and evidence needed to decide.
Map this against real invoices.
Bring one month of shipments, surcharges, recurring routes and proof-of-delivery billing. We will map the policy, exceptions and Custom ERP integration data route with your team.
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