Getting the most out of ACM Docket Review

Reviewing a docket

Select any docket in the list to open it. You'll see the docket's image on the left and its details on the right, side by side — on a smaller screen, the image sits above the details instead.

Check the details against the image: customer, job number, dates, totals, and everything else on the form. If a field wasn't read correctly from the docket, type in the correct value. There's also a read-only copy of the raw text our system read off the docket, and the line items, if any were found — useful if something looks off and you want to see exactly what was picked up.

Once you've checked it over, choose one of:

• Approve — the details are correct as they are. Nothing you typed into the fields is saved; use this only when nothing needs changing.
• Save corrections — saves the decision along with any changes you made to the fields.
• Reject— the docket shouldn't be processed. Add a note explaining why so anyone looking back at it later understands the decision.

The optional note is a good place to record anything worth remembering about your decision, especially for a correction or a rejection — it's kept alongside the docket for later reference.

If the docket image isn't showing, the review fields still work as normal — you can complete your review using the details already captured and come back to check the image later.

Invoice units

The Invoices page groups dockets into invoice units — one invoice per customer, per job, per delivery day. Every docket for the same customer, job, and delivery date is rolled up into a single row, so you can see the whole invoice at a glance instead of one docket at a time.

Each row shows:

• Customer — who the invoice is for, with their account number underneath.
• Job— the project and order number the delivery was for. Shows “Unassigned” if a docket in the group is missing this information.
• Delivery date — the day the dockets in this group were delivered.
• Dockets — how many dockets make up this invoice unit. Select it to open the list and jump straight to any one of them.
• Total — the combined dollar total of every docket in the group.
• Needs review — how many dockets in this group still need a person to check them before the invoice is ready. This only appears when the count is above zero — no badge means every docket in the group has already been reviewed.
• Stream(s) — Concrete, Quarry, or both, if the group contains dockets from more than one.

An amber Incompletebadge next to the total, or a “+N missing” note next to the streams, means one or more dockets in that group are still missing a total or a stream. Treat that total as provisional — it doesn't yet include everything — until those dockets are reviewed and the badge disappears.

Use the filters above the list to narrow things down by customer name or a delivery date range. Select Clear to start over.

To check or fix an individual docket within an invoice unit, select the Dockets count on its row to expand the list, then choose the docket you want — it opens the same detail and review page described above.