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Workflow · Reconcile · Opening soon

Parcel invoice audit

Upload your UPS invoice detail and UPS tracking detail exports. Mammoth matches rows by tracking number and flags what needs review.

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Someone typed

“show every line from the ups invoice detail matched to the ups tracking detail by tracking number, with a Status that says "Agrees" when the charge is right and delivery is on time, else duplicate, late, or unexpected surcharge”

The agent read it as

show every line from the UPS invoice detail matched to the UPS tracking detail by tracking number, with a Status that says "Agrees" when the charge is right and delivery is on time, else duplicate, late, or unexpected surcharge

What the agent built

4 steps, each one an ordinary Mammoth step you can open and change.

  1. File
    UPS invoice detail
    CSV export · 16 rows
  2. File
    UPS tracking detail
    CSV export · 16 rows
  3. Step
    Normalize tracking key
    Step 1
  4. Step
    Normalize tracking key
    Step 2
  5. Join
    Bring tracking detail
    16 of 16 paired
  6. Step
    Set status
    Step 4
  7. Result
    UPS invoice match
    16 rows · 7 flagged
  8. Schedule
    Runs when you say
    Proposed

Checked on the sample files: every step ran, 16 rows came out, and the join paired 16 of 16 rows.

What you get back

The result of that run, the rows to look at first.

UPS invoice matchSample data16 rows
9 agrees5 late2 duplicate
Invoice tracking numberReference numberInvoice serviceInvoice ship dateInvoice delivery dateZoneBillable weightCharge categoryCharge amountRecipientTracking reference numberTracking ship dateCommitted delivery dateActual delivery dateDelivery statusOriginDestinationTracking serviceException codeSigned byDelivery locationStatus
1Z9A3F8R0312456795SO-11848UPS Ground2026-10-172026-10-20710Transportation17.22Greenline DentalSO-118482026-10-172026-10-202026-10-22DeliveredAtlanta, GATampa, FLUPS GroundEODS. MartinDock 2Late
1Z9A3F8R0312456796SO-11849UPS Ground2026-10-222026-10-2447Transportation15.08Summit LightingSO-118492026-10-222026-10-242026-10-24DeliveredSeattle, WAPortland, ORUPS Ground·T. ColeFront DeskDuplicate
1Z9A3F8R0312456796SO-11849UPS Ground2026-10-222026-10-2447Transportation15.08Summit LightingSO-118492026-10-222026-10-242026-10-24DeliveredSeattle, WAPortland, ORUPS Ground·T. ColeFront DeskDuplicate
1Z9A3F8R0312456797SO-11850UPS Ground2026-10-232026-10-2759Transportation16.11Orchard & OakSO-118502026-10-232026-10-272026-10-28DeliveredSeattle, WABoise, IDUPS GroundWEAR. KimReceptionLate
1Z9A3F8R0312456799SO-11852UPS Ground2026-10-242026-10-28311Transportation19.28Lumen BooksSO-118522026-10-242026-10-282026-10-29DeliveredPortland, ORSacramento, CAUPS GroundLATEB. StoneReceivingLate
1Z9A3F8R0312456802SO-11855UPS Ground2026-10-252026-10-29218Fuel Surcharge4.91Northwind LabsSO-118552026-10-252026-10-29·In TransitDenver, COKansas City, MOUPS Ground···Late
1Z9A3F8R0312456803SO-11856UPS Ground2026-10-262026-10-29713Residential Surcharge5.25Harbor & PineSO-118562026-10-262026-10-29·In TransitMemphis, TNBirmingham, ALUPS Ground···Late
1Z9A3F8R0312456789SO-11842UPS Ground2026-10-192026-10-2248Transportation14.72Northwind LabsSO-118422026-10-192026-10-222026-10-22DeliveredDallas, TXColumbus, OHUPS Ground·M. HaleFront DeskAgrees
1Z9A3F8R0312456790SO-11843UPS Ground2026-10-192026-10-23512Transportation18.44Northwind LabsSO-118432026-10-192026-10-232026-10-23DeliveredDallas, TXRaleigh, NCUPS Ground·A. ReedReceivingAgrees
1Z9A3F8R0312456791SO-11844UPS 2nd Day Air2026-10-202026-10-2264Transportation26.18Blue Ridge OutfittersSO-118442026-10-202026-10-222026-10-22DeliveredAustin, TXDenver, COUPS 2nd Day Air·J. BrooksLoading DockAgrees
1Z9A3F8R0312456792SO-11845UPS Ground2026-10-202026-10-24316Transportation21.07Harbor & PineSO-118452026-10-202026-10-242026-10-24DeliveredAustin, TXPhoenix, AZUPS Ground·K. PatelSide DoorAgrees
1Z9A3F8R0312456793SO-11846UPS Next Day Air2026-10-212026-10-2282Transportation39.66Monarch SupplySO-118462026-10-212026-10-222026-10-22DeliveredChicago, ILNew York, NYUPS Next Day Air·L. NguyenMail RoomAgrees
16 rows in the result · 12 shown, problems first. Sample data: illustrative figures, not business results.

How do you audit freight invoices?

Export the invoice detail and tracking detail from UPS, then upload both files. Mammoth matches each invoice line to the tracking row by tracking number and sets a status for each row. You get Agrees for correct charges and on-time delivery, or Duplicate, Late, or Unexpected surcharge when something does not match.

How it works

How to use the UPS invoice match workflow

  1. 1Get early accessWe invite people in small batches, job by job. You'll land on this workflow, already built and checked on the sample files.
  2. 2Swap in your exportsUpload your own files as they come out of your tools. The agent checks the workflow on your rows.
  3. 3Change it in words, then turn it onSay what to change and see the new result before anything saves. Then choose when it runs.

UPS invoice match: questions

Which UPS export should I use?
Use the invoice detail export and the tracking detail export. The workflow matches rows from those files by tracking number.
What happens to rows that do not match?
Rows that do not match the rule are left with a non-matching status, so you can review them. Matching rows get the status set by the workflow rules.
How do I change the audit rules?
Edit the rule words for the status step. You can change what counts as a match, and what should be labeled duplicate, late, or unexpected surcharge.

Get early access to this workflow

It will open already built and checked on the sample files. Swap in your own exports and see your result.

Early access opens shortly. Check back soon.

Book a demo

Workflows like this

Match two sets of records line by line, and see what agrees, what differs and what is missing on either side.

All account reconciliation templates →

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