The Splitting tab — check a case's load, bill and documents against 3G

Open a case from the Freight Audit list and compare what was extracted from the bill with what's already in 3G: load, freight bill, charges and PODs.

4 min read Real product screens

app.knowella.com Live walkthrough

The Audit tab tells you what's wrong with the money. The Splitting tab tells you whether the case is about the right load in the first place. It puts what KnowDoc extracted from the bill next to what's already in 3G, field by field, with the source document alongside. The walkthrough opens bill 6246585626 from C.H. Robinson: the load matches, there's no duplicate bill, but no POD is on file.

In this article

Open the case and switch to Splitting

On the Freight Audit list, click a freight bill. The case opens on the Audit tab; click Splitting next to it. The header and summary cards stay at the top, so you keep the billed amount, expected cost and variance in view.

Know the three panes

The tab is laid out for comparison.

AI Recommendation (left) — What KnowDoc extracted from the carrier's invoice.
Current Data (middle) — What's already in 3G for this load.
Document (right) — The original PDF, so you can check either side against the page.

Check the load matches

Compare Date Received, the stops, Load Number and Carrier on both sides. In the walkthrough both show load 0447166 from C.H. Robinson, Green Bay, WI to Chino, CA, TL, with one order. If the load number differs, the case is about the wrong load and the variance means nothing until that's fixed.

Check the freight bill

A green "No existing freight bill found on this load" means this isn't a duplicate. Compare the Freight Bill # (6246585626 extracted, none yet in 3G), the Type (Original) and the Remittance Location, which says where payment goes.

Compare the charges

Both sides list each charge with its type, accessorial code and amount: Freight $3,089.40, LUM $508.61, FSC $1,387.08 and STOP $0.00, a total of $4,985.09. When the two tables match like this, the money question is settled on the Audit tab, not here.

Check the load documents

The left table shows the documents found in the bill, and a red "POD signature not found" if the POD isn't signed. The right table shows the documents 3G expects; here a POD at pickup and at delivery. Existing Documents (0) means none has been uploaded yet, so ask the carrier for the PODs before closing the case.

When there's no PDF

If the document pane says "No PDF for this case", the carrier bills 3G directly (for example over EDI), so no paperwork reached KnowDoc and the values shown come from 3G. In that case use the Audit tab's charge breakdown and the carrier's own records to resolve the variance.

Run your messiest freight bills through it.

Send us a few of your hardest multi-page freight bills, and see the split, the checks and the audit for yourself.

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More guides in Freight Audit & Exceptions

The Freight Audit list — tabs, filters and what each column means4 min read Share a Freight Audit view with your team, and manage carrier share links3 min read Carrier Engagement — see which carriers open and answer their share links3 min read Freight Audit Insights — where the overbilling comes from3 min read Work a Freight Audit case — from the list to a decision5 min read The Validation tab — check a case's shipment details against the 3G order4 min read Tell the carrier — the case conversation and the drafted email3 min read Share a freight bill with the carrier — choose what they can do and see4 min read Mark a case In Progress or close it — and write the reason to 3G3 min read

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