Guides

Working guides to finding and preventing margin drift across service vendor spend.

16 pages

• Accessorial Charge Audit: Surcharges Nobody ValidatesAccessorial charges like fuel surcharges and detention fees escape three-way matching. See how an accessorial charge audit checks them against contract terms.
• Fuel Surcharge Persistence in FreightFuel surcharges outlive the diesel spike that justified them. Here is how the overcharge survives a rate review, and the three checks that catch it.
• Labor Rate Deviations Against MSAs: A Buyer's GuideGuide to identifying and fixing labor rate deviations against MSAs, covering rate cards, escalation clauses, NTE caps, and invoice-to-contract matching.
• Maintenance & MSA Invoice Audit GuideA practical guide to auditing maintenance and MSA invoices against contract terms, NTE caps, and rate schedules for US manufacturers above $100M in revenue.
• N-Way Invoice Matching ExplainedN-way invoice matching guide explaining what it checks, what it misses, and how contract compliance auditing closes the gap. Read the full guide.
• Off-Contract Resources: People Billed Outside ItHow to spot people billed on service invoices with no matching contract rate, role, or approval, and stop the leakage it causes. Read the full guide.
• Price File Governance and the Cost of Annual UploadsAnnual price file uploads leave twelve months of margin drift unmanaged. Here is why that gap opens and how to close it. Read the full guide.
• Rate Card Enforcement: Why Approved Timesheets Still FailGuide explaining why approved timesheets miss rate card errors and what rate card enforcement requires, covering the mechanism gap between timesheet approval.
• Scope Creep in Professional Services SOWsA practical guide for CFOs and AP leads on spotting, pricing, and preventing scope creep in professional services statements of work. Read the full guide.
• Scope Drift on Maintenance Work OrdersHow scope drift accumulates on maintenance work orders, which contract terms stop it, and how a contract compliance audit finds it in your spend.
• SLA Credits You're Entitled to and Never ClaimedSLA credits sit unclaimed in service contracts because nobody checks vendor performance against the contract. Here is how to find and claim them.
• Substitution pricing: part changes, price doesn'tWhen a vendor substitutes a part or SKU, the invoice can keep the old price. Here's how substitution pricing drift happens and how to catch it.
• Surcharge Sunset Dating as a ControlGuide on using surcharge sunset dating as a contract compliance control for AP and procurement teams at industrial manufacturers. Read the full guide.
• Unapplied Volume Rebates in Staffing ContractsGuide explaining why volume rebates go unapplied in staffing agreements and how to recover them, for CFOs and AP leads at $100M+ manufacturers.
• Warranty Work Billed as New Work: How to Catch ItLearn how vendors bill warranty repairs as new work, why standard AP review misses it, and how to audit repair invoices against warranty coverage terms.
• What an AP Recovery Audit Finds and MissesA CFO's guide to what an AP recovery audit finds, what it misses, and why contract compliance and indirect spend audits close the gap. Read the full guide.