BNSF - Account Status Help

Account Status Help

Account Summary	Open Payables	Reviewed Summary
Scheduled Summary	Requested Summary	90 Day History
Other Payments	Search	Preferences
Overcharge Claims

Account Status is a BNSF.com tool that allows you to view invoices, authorize, schedule and manage electronic payments.

Account Summary

This page breaks down each account that is assigned to you. It contains the number, and amount of bills that you currently have in each status: Open, Balance Due, Past Due, Under Investigation, Reviewed, Scheduled, Requested, and History. You can access detailed information about any category of bills for any of your assigned companies from this screen.

Field Descriptions / Actions

Any field whose data is a hyperlink (underlined text) can be clicked on, when the mouse cursor becomes a hand. The use of these hyperlinks is described below, along with any other pertinent field information.

Patron Code

This is a listing of all Patron Codes that you have been assigned access to. Clicking on any of these codes will return you to the Main Menu, with that Patron code as your currently selected account. Placing the mouse cursor over the patron code causes a message to be displayed showing your access level for that patron code.

Account Description

This field contains the name of each of your assigned accounts. If the text is in black, the account is "View Only", which will not allow you to make changes to the account. If the text is green, the account is "Review Only", which will allow you to schedule payments as reviewed and register disputes. If the text is red, the account is "Full Access" which also allows you to schedule payment.

Current

This field contains a count of all bills that are "Current". By left clicking on the number, you are taken to the Open Payables page, where you will see a summary of all of your Current bills. Current bills do not include Past Due Bills, Balance Due Bills, or bills that are Under Investigation. If the number of current bills is 0, then the text will be black, and you will not be able to click on it.

Past Due

This field contains a count of all bills that are currently in a "Past Due" status. By left clicking on the number, you are taken to the Open Payables page, where you will see a summary of all of your Past Due bills. If the number of Past Due bills is 0, then the text will be black, and you will not be able to click on it.

Balance Due

This field contains a count of all bills that are currently in a "Balance Due" status. By left clicking on the number, you are taken to the Open Payables" page, where you will see a summary of all of your Balance Due bills. If the number of Balance Due bills is 0, then the text will be black, and you will not be able to click on it.

Under Investigation

This field contains a count of all bills that are currently in an "Investigation" status. By left clicking on the number, you are taken to the Open Payables page, where you will see a summary of all of your bills Under Investigation. If the number of Investigation bills is 0, then the text will be black, and you will not be able to click on it.

Reviewed Summary

This field contains a count of all payments / disputes that are in a "Reviewed" status. By left clicking on the number, you are taken to the Reviewed Summary page, where you will see a summary of all of your Reviewed payments / disputes. If the number of Reviewed Payments is 0, then the text will be black, and you will not be able to click on it.

Scheduled Summary

This field aontains a count of all payments / disputes that are in a "Scheduled" status. By left clicking on the number, you are taken to the Scheduled Summary page, where you will see a summary of all of your Scheduled payments / disputes. If the number of Scheduled payments is 0, then the text will be black, and you will not be able to click on it.

Requested Summary

This field contains a count of all payments / disputes that are in a "Requested" status. By left clicking on the number, you are taken to the Requested Summary page, where you will see a summary of all of your Requested payments / disputes. If the number of Requested bills is 0, then the text will be black,

90 Day History

This field contains a count of all payments / disputes that have been completed within the past 90 days. By left clicking on the number, you are taken to the 90 Day History page, where you will see a summary of all of your payments / disputes from the past 90 days. If the number of payments in the past 90 days is 0, then the text will be black, and you will not be able to click on it.

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Action Buttons

A button is activated by left clicking on it. Unlike a hyper-link, the cursor will NOT become a hand, but will instead remain the regular cursor (usually an arrow). Each button on this screen is described below.

Search

If you would like to search for an account that is not assigned to you: Type the patron code in the search box, then click on the Search button. The screen will reload with the new patron information in the top row of the table, if it exists.

Text Only

This button will open a new window that contains an unformatted text only version of the information on the screen, that can be easily copied into a Word Processor, or Spreadsheet application.

Open Payables

Page Description

This page contains all of the open bills for a selected company. These bills can be viewed in several views, and grouping combinations. From this screen, you can pay the amount due, dispute the amount due, or view any of the bills in more detail. Any payments scheduled past 3 PM CST will not be submitted to the bank until the following business day.

Column Sorting

Some columns on this page can be sorted in Ascending or Descending order. To sort a column, left click the desired Sort radio button (Ascending or Descending), then left click the column heading of the column that you want to sort (The mouse cursor will become a hand when the mouse is over a sort-able column heading).

View

Open bills can be broken down into different types, and viewed separately. To do this, left click on a view in the list, and then left click the reload button. The different views are described below.

Current Bills

This view contains all open bills excluding Balance Due, Past Due, and Under Investigation Bills.

Balance Due Bills

This view contains all bills in a Balance Due status.

Past Due Bills

This view contains all bills in a Past Due status.

Under Investigation Bills

This view contains all bills that have been disputed and are currently Under Investigation.

Grouping

The bills shown for whichever view you have selected can be grouped in one of 9 different ways. To group the bills, left click on the grouping in the list, and then left click the reload button. The different groupings are described below.

Bill Due Date

This groups the date that they are due.

Origin

This groups the bills by where the freight originally shipped from.

Destination

This groups the bills by the freights destination.

Origin-Destination

This groups the bills by where they started and finished (ex: Bills from freight that started in Chicago and ended in Kansas City will be grouped together).

STCC Number (5)

This groups the bills by the first 5 digits of their STCC Number.

STCC Number (7)

This groups the bills by the entire 7 digit STCC Number.

Waybill Date

This groups the bills by their Waybill Date.

Equipment Initial

This groups the bills by their Equipment Initial.

Bill Type

This groups the bills by their Bill Type.

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Action Buttons

Reload

This button's function is described above under View, and Grouping.

Check Boxes

To put a check mark in a box, left click the box that you want to check.

Detail

Clicking this button will take you to the Open Payables Details screen, where detailed information is displayed about each row that has a checkmark in its checkbox. At least one row must be checked in order for this button to work.

Pay Amount Due

Clicking this button will take you to the Payment Options screen where you can continue the payment process. The bills corresponding to each check box with a check mark in it will be displayed on the Payment Options screen. At least one row must be checked in order for this button to work.

Pay Other Amount

Clicking this button will take you to the Dispute Payments screen where you can continue the dispute process. The bills corresponding to each check box with a check mark in it will be displayed on the Dispute Payments screen. At least one row must be checked in order for this button to work.

Mark as Reviewed

This button will only be visible for Review Only access level. Clicking this button will take you to the Payment Options screen where you can continue the review process. The bills corresponding to each check box with a check mark in it will be displayed on the Payment Options screen. At least one row must be checked in order for this button to work.

Register Dispute

This button will only be visible for Review Only access level. Clicking this button will take you to the Dispute Payments screen where you can continue the dispute review process. The bills corresponding to each check box with a check mark in it will be displayed on the Dispute Payments screen. At least one row must be checked in order for this button to work.

Print Bills

BNSF uses a .pdf format for printing so you will need Adobe Acrobat to print successfully. If you run into any problems it may be due to your Adobe printer settings. Once you have brought up the bill image(s) in Adobe, and click print, the "Print" dialogue box appears. In the bottom left corner of the box, there is a section called "Post Script Options". You may need to set the Print Method to "Language Level 2", or "Post Script Level 2". If you continue to experience problems please call our eBusiness help desk at 888-428-2673.

Please note that you can print up to 50 bills at one time.

Select All This Page

Clicking on this button will put a check mark in the check box of every row on the current screen.

Unselect All This Page

Clicking on this button will remove the check mark from any and all checkboxes that have them on the current screen.

Text Only

This button will open a new window that contains an unformatted text only version of the information on the screen, that can be easily copied into a Word Processor, or Spreadsheet application.

Paging Buttons

Any time there are more than 50 rows to display in any given table, the screen becomes multiple "Pages". When this happens, a set of paging buttons will be displayed at the bottom of each page. These buttons work as described under "Action Buttons" above, and their individual functions are described below.

Next

Click this button to display the next 50 records.

Previous

Click this button to display the previous 50 records.

End

Click this button to display the final 50 records.

Beginning

Click this button to display the first 50 records.

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Open Payables Details

Page Description

This page shows detailed information for each bill displayed. From this screen, you can pay the amount due, or dispute the amount due. Any payments scheduled past 3 PM CST will not be submitted to the bank until the following business day.

Column Sorting

Field Descriptions / Actions

Any field whose data is a hyperlink ( underlined text) can be clicked on, when the mouse cursor becomes a hand. The use of these hyperlinks is described below, along with any other pertinent field information.

Amount Due

This field contains the current amount due on the corresponding bill. By left clicking on the amount, you open a new window that takes you to the Payment/Adjustment Information screen.

Dispute Reason

This field contains the reason that a bill was disputed, and IS ONLY DISPLAYED IF THE BILL IS UNDER INVESTIGATION. By left clicking on the amount, you open a new window that takes you to the Investigation Notes screen.

Equipment ID

This field contains the Equipment ID, (which consists of the Equipment Initial and Equipment Number) for the corresponding bill. By left clicking on the Equipment ID, you open a new window that takes you to the Rate/Weight Information screen.

FB Number

This field contains the Bill Number for the corresponding bill. By left clicking on the Bill Number, you open a new window that takes you to the Bill screen.

Check Boxes

To put a check mark in a box, left click the box that you want to check.

Pay Amount Due

Pay Other Amount

Mark as Reviewed

Register Dispute

This button will only be isible for Review Only access level. Clicking this button will take you to the Dispute Payments screen where you can continue the dispute review process. The bills corresponding to each check box with a check mark in it will be displayed on the Dispute Payments screen. At least one row must be checked in order for this button to work.

Print Bills

Clicking this button will take you to the Bill screen where you can view a printable version of the selected bills.

Select All This Page

Clicking on this button will put a check mark in the check box of every row on the current screen.

Unselect All This Page

Clicking on this button will remove the check mark from any and all checkboxes that have them on the current screen.

Text Only

This button will open a new window that contains an unformatted text only version of the information on the screen, that can be easily copied into a Word Processor, or Spreadsheet application.

Paging Buttons

Next

Click this button to display the next 50 records.

Previous

Click this button to display the previous 50 records.

End

Click this button to display the final 50 records.

Beginning

Click this button to display the first 50 records.

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Payment / Adjustment Information

Page Description

This page displays all of the Payments, Adjustments, and Notes associated with a selected Bill.

Return

Left clicking on this button will close this screen, and return you to the screen you were on previously.

Rate / Weight Information

Page Description

This page displays rate and weight information for each piece of equipment on a selected bill.

Return

Left clicking on this button will close this screen, and return you to the screen you were on previously.

Investigation Notes

Page Description

This page displays any Investigation Notes that are associated with a selected Bill.

Return

Left clicking on this button will close this screen, and return you to the screen you were on previously.

Bill

Page Description

This page displays the most current version of the Bill for a given Bill Number. This bill can be printed, but there are no actions that can be taken on this screen. To close this window and return to the previous screen, left click the X in the top right corner of the window.

Payment Options

Page Description

This page allows you to schedule bills for payment on the date that you provide. Payment will be withdrawn from your account on the morning of the date that the payment is scheduled. Any payments scheduled past 3 PM CST will not be submitted to the bank until the following business day.

Column Sorting

Field Descriptions / Actions

Any field whose data is a hyperlink ( underlined text) can be clicked on, when the mouse cursor becomes a hand. The use of these hyperlinks is described below, along with any other pertinent field information.

Payment Date

This field contains a text box that has the date that each bill group will be scheduled for. This field can be modified by left clicking inside of the box and changing the date. The default value of this field is today's date. The format of the date MUST BE: YYYY-MM-DD. EX: 2001-01-09 is January 9, 2001.

Schedule Payment

Left Clicking on this button will schedule all of the bills on the page to be paid on the date in each of the corresponding Payment Date boxes. Once the payments are scheduled, each newly scheduled bill will be added to the Scheduled Payments screen. You will be returned to the "Account Summary" screen after the payments are scheduled.

Mark as Reviewed

This button is only visible for Review Only access level. Left Clicking on this button will mark as reviewed all of the bills on the page to be paid on the date in each of the corresponding Payment Date boxes. Once the payments are reviewed, they will be added to the Reviewed Summary screen. You will be returned to the "Account Summary" screen after the payments are reviewed.

Cancel

Left Clicking on this button will return you to the Open Payables screen. All changes are discarded.

Reset

Left Clicking on this button will reset the Payment Date for every row to today's date.

Text Only

This button will open a new window that contains an unformatted text only version of the information on the screen, that can be easily copied into a Word Processor, or Spreadsheet application.

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Dispute Payments

Page Description

This page allows you to dispute any open bill, which will result in an investigation to determine whether or not the bill is in error. Payment will be withdrawn from your account on the morning of the date that the payment is scheduled. Any payments scheduled past 3 PM CST will not be submitted to the bank until the following business day.

Column Sorting

Field Descriptions / Actions

Any field whose data is a hyperlink ( underlined text) can be clicked on, when the mouse cursor becomes a hand. The use of these hyperlinks is described below, along with any other pertinent field information.

Payment Amount

This field contains the current amount due on each corresponding bill. This amount should be changed to the amount that you think should actually be due. Left click inside of the box, then change the amount.

Payment Date

This field contains the date that the payment is to be made on, and is defaulted to today's date. To change this date, left click inside of the box, then change the date.

Reason

This field contains a select box which lists the most common reasons for disputing bills. The reason is defaulted to other, but should be changed to one of the other reasons that is more specific to the situation if one exists. To select a different reason, left click on the arrow on the right of the box. The list of reasons will be displayed: Then left click on the reason that applies.

Dispute Description

This filed is for you to put the specifics of why you are disputing the bill. This bill MUST have a value to submit the payments.

Mass Update Fields / Buttons

These section is always at the end of the table, and shaded in blue. The purpose is to be able to update the Amount, Date, Reason, and Dispute Description, or all of them, to multiple bills at once, when the information is the same. Each field contains the same type of information as is described in Field Descriptions / Actions above. Once these fields have been filled in with the appropriate information, the changes can be applied to all fields that have a checkmark in the corresponding Check Boxes. To apply the changes, left click on the appropriate button, described below.

Apply All Fields

Left clicking on this button will put the information in the mass update Payment Amount, Payment Date, Reason, and Dispute Description fields into each bill with a checkmark in its corresponding Check Box.

Apply Amount Only

Left clicking on this button will put the information in the mass update Payment Amount field into each bill with a checkmark in its corresponding Check Box.

Apply Date Only

Left clicking on this button will put the information in the mass update Payment Date field into each bill with a checkmark in its corresponding Check Box.

Apply Reason and Description

Left clicking on this button will put the information in the mass update Reason and Dispute Description fields into each bill with a checkmark in its corresponding Check Box.

Check Boxes

To put a check mark in a box, left click the box that you want to check.

Schedule Payment

Left Clicking on this button will schedule all of the bills on the page to be paid on the date in each of the corresponding Payment Date boxes. Once the payments are scheduled, each newly scheduled bill will be added to the Scheduled Payments screen. You will be returned to the Account Summary screen after the payments are scheduled.

Dispute

This button is only visible to Review Only access. Left Clicking on this button will create all of the disputes on the page to be paid on the date in each of the corresponding Payment Date boxes. They will be put into Reviewed status. Once the payments are reviewed, each newly scheduled bill will be added to the Reviewed Summary screen. You will be returned to the Account Summary screen.

Cancel

Left Clicking on this button will return you to the Open Payables screen. All changes are discarded.

Reset

Left Clicking on this button will reset all of the Payment Amounts to their original amounts, the Payment Dates to today's date, the Reasons to "Other", and the Dispute Descriptions to blank.

Text Only

This button will open a new window that contains an unformatted text only version of the information on the screen, that can be easily copied into a Word Processor, or Spreadsheet application.

Select All This Page

Clicking on this button will put a check mark in the check box of every row on the current screen.

Unselect All This Page

Clicking on this button will remove the check mark from any and all checkboxes that have them on the current screen.

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Reviewed Summary

Page Description

This page displays all of the payments and disputes that are currently ready for review. Payments / disputes can be displayed in several different views, and groupings. From this page, you can deny a payment / dispute, approve a payment / dispute or view a payment / dispute in more detail. After 3 PM CST on the day prior to the scheduled date, payments will be moved to the "Requested Summary" screen, and cannot be stopped.

Column Sorting

View

Reviewed Summary consists of three views: Reviewed Payments, Reviewed Disputes, and All Reviewed. To select a view, left click on the desired view in the list, and then left click the reload button. The different views are described below.

All Reviewed

This view contains all payments and disputes in a review status. These are payments and disputes that have been scheduled by a Review Only user, and must now be approved or denied by a Full Access user.

Reviewed Payments

This view contains all payments in a review status. These are payments that have been scheduled by a Review Only user, and must now be approved or denied by a Full Access user.

Reviewed Disputes

This view contains all disputes in a review status. These are disputes that have been made by a Review Only user, and must now be approved or denied by a Full Access user.

Grouping

The bills shown can be grouped in one of 9 different ways. To group the bills, left click on the grouping in the list, and then left click the reload button. The different groupings are described below.

Bill Due Date

This groups the date that they are due.

Origin

This groups the bills by where the freight originally shipped from.

Destination

This groups the bills by the freights destination.

Origin-Destination

This groups the bills by where they started and finished (ex: Bills from freight that started in Chicago and ended in Kansas City will be grouped together).

STCC Number (5)

This groups the bills by the first 5 digits of their STCC Number.

STCC Number (7)

This groups the bills by the entire 7 digit STCC Number.

Waybill Date

This groups the bills by their Waybill Date.

Equipment Initial

This groups the bills by their Equipment Initial.

Bill Type

This groups the bills by their Bill Type.

Reload

This button's function is described above under Grouping.

Check Boxes

To put a check mark in a box, left click the box that you want to check.

Detail

Clicking this button will take you to the Reviewed Details screen, where detailed information is displayed about each row that has a checkmark in its checkbox. At least one row must be checked in order for this button to work.

Deny Payment

Left Clicking on this button will take you to the Stop Payment screen. The bills corresponding to each check box with a check mark in it will be displayed on the Stop Payment screen. You must have at least one check box checked in order to click this button.

Approve Payment

Left Clicking on this button will take you to the Approve Payment screen. The bills corresponding to each check box with a check mark in it will be displayed on the Stop Payment screen. You must have at least one check box checked in order to click this button.

Cancel Payment

This button will only be visible for Review Only access level. Left Clicking on this button will take you to the Stop Payment screen. The bills corresponding to each check box with a check mark in it will be displayed on the Stop Payment screen. You must have at least one check box checked in order to click this button.

Print Bills

Clicking this button will take you to the Bill screen where you can view a printable version of the selected bills.

Select All This Page

Clicking on this button will put a check mark in the check box of every row on the current screen.

Unselect All This Page

Clicking on this button will remove the check mark from any and all checkboxes that have them on the current screen.

Text Only

This button will open a new window that contains an unformatted text only version of the information on the screen, that can be easily copied into a Word Processor, or Spreadsheet application.

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Reviewed Details

Page Description

This page allows you to view Reviewed Payments / Disputes in detail. From this screen, you can approve or deny any payment / dispute.

Column Sorting

Field Descriptions / Actions

Any field whose data is a hyperlink ( underlined text) can be clicked on, when the mouse cursor becomes a hand. The use of these hyperlinks is described below, along with any other pertinent field information.

Payment Amount

This field contains the current scheduled amount to be paid on the corresponding bill. By left clicking on the amount, you open a new window that takes you to the Payment/Adjustment Information screen.

Equipment ID

FB Number

This field contains the Bill Number for the corresponding bill. By left clicking on the Bill Number, you open a new window that takes you to the Bill screen.

Action Buttons

Check Boxes

To put a check mark in a box, left click the box that you want to check.

Deny Payment

Approve Payment

Cancel Payment

Print Bills

Clicking this button will take you to the Bill screen where you can view a printable version of the selected bills.

Select All This Page

Clicking on this button will put a check mark in the check box of every row on the current screen.

Unselect All This Page

Clicking on this button will remove the check mark from any and all checkboxes that have them on the current screen.

Text Only

This button will open a new window that contains an unformatted text only version of the information on the screen, that can be easily copied into a Word Processor, or Spreadsheet application.

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Approve Payment

Page Description

This page allows a Full Access user to approve a payment that is in Review status.

Column Sorting

Action Buttons

Approve Payment

Left Clicking on this button will Approve all of the payments listed on this screen. Once the payment is Approved, it will appear on the Scheduled Summary screen, and will be removed from the Reviewed Summary. After the payments are Approved, you will be returned to the Account Summary screen, where the bill counts will reflect the changes.

Cancel

Left clicking on this button will return you the Scheduled Payments screen without making any changes to the bills.

Scheduled Summary

Page Description

This page displays all of the payments / disputes that are currently scheduled. These payments / disputes can be displayed in several different views, and groupings. From this page, you can stop a payment / dispute, or view a payment / dispute in more detail. After 3 PM CST on the day prior to the scheduled date, payments will be moved to the "Requested Summary" screen, and cannot be stopped.

Column Sorting

View

Scheduled Summary consists of three views: Scheduled Payments, Scheduled Disputes, and All Scheduled. To select a view, left click on the desired view in the list, and then left click the reload button. The different views are described below.

All Scheduled

This view contains all payments and disputes in a Scheduled status. These are payments and disputes that have been scheduled for payment, unless the payment is stopped before the scheduled date.

Scheduled Payments

This view contains all payments in a Scheduled status. These are payments that have been scheduled for payment, unless the payment is stopped before the scheduled date.

Scheduled Disputes

This view contains all disputes in a Scheduled status. These are disputed payments that are scheduled to be paid unless the payment is stopped before the scheduled date.

Grouping

Bill Due Date

This groups the date that they are due.

Origin

This groups the bills by where the freight originally shipped from.

Destination

This groups the bills by the freights destination.

Origin-Destination

This groups the bills by where they started and finished (ex: Bills from freight that started in Chicago and ended in Kansas City will be grouped together).

STCC Number (5)

This groups the bills by the first 5 digits of their STCC Number.

STCC Number (7)

This groups the bills by the entire 7 digit STCC Number.

Waybill Date

This groups the bills by their Waybill Date.

Equipment Initial

This groups the bills by their Equipment Initial.

Bill Type

This groups the bills by their Bill Type.

Action Buttons

Reload

This button's function is described above under Grouping.

Check Boxes

To put a check mark in a box, left click the box that you want to check.

Detail

Clicking this button will take you to the Scheduled Payments Details screen, where detailed information is displayed about each row that has a checkmark in its checkbox. At least one row must be checked in order for this button to work.

Stop Payment

Print Bills

Clicking this button will take you to the Bill screen where you can view a printable version of the selected bills.

Select All This Page

Clicking on this button will put a check mark in the check box of every row on the current screen.

Unselect All This Page

Clicking on this button will remove the check mark from any and all checkboxes that have them on the current screen.

Text Only

This button will open a new window that contains an unformatted text only version of the information on the screen, that can be easily copied into a Word Processor, or Spreadsheet application.

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Scheduled Details

Page Description

This page allows you to view scheduled payments / disputes in detail. From this screen, you can stop any payment / dispute.

Column Sorting

Field Descriptions / Actions

Any field whose data is a hyperlink ( underlined text) can be clicked on, when the mouse cursor becomes a hand. The use of these hyperlinks is described below, along with any other pertinent field information.

Payment Amount

Equipment ID

FB Number

This field contains the Bill Number for the corresponding bill. By left clicking on the Bill Number, you open a new window that takes you to the Bill screen.

Action Buttons

Check Boxes

To put a check mark in a box, left click the box that you want to check.

Stop Payment

Print Bills

Clicking this button will take you to the Bill screen where you can view a printable version of the selected bills.

Select All This Page

Clicking on this button will put a check mark in the check box of every row on the current screen.

Unselect All This Page

Clicking on this button will remove the check mark from any and all checkboxes that have them on the current screen.

Text Only

This button will open a new window that contains an unformatted text only version of the information on the screen, that can be easily copied into a Word Processor, or Spreadsheet application.

Stop Payment

Page Description

This page allows you to stop any payment that is currently scheduled.

Column Sorting

Action Buttons

Stop Payment

Left Clicking on this button will stop all of the payments listed on this screen. Once the payment is stopped, it will be removed from the Scheduled Payments screen, and will be added back to the appropriate category within Open Payables. After the bills are stopped, you will be returned to the Account Summary screen, where the bill counts will reflect the changes.

Cancel

Left clicking on this button will return you the Scheduled Payments screen without making any changes to the bills.

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Requested Summary

Page Description

This page displays all of the payments and disputes that have been requested from the bank. Payments / disputes on this page cannot be stopped, as they have already been sent to the bank. Payments / disputes can be displayed in several different views, and groupings. From this page you can view a payment / dispute in more detail.

Column Sorting

View

Requested Summary consists of three views: Requested Payments, Requested Disputes, and All Requested. To select a view, left click on the desired view in the list, and then left click the reload button. The different views are described below.

All Requested

This view contains all payments and disputes in a requested status. These are payments and disputes that have been submitted to the bank for payment. Payments in this view cannot be stopped.

Requested Payments

This view contains all payments in a requested status. These are payments that have been submitted to the bank for payment. Payments in this view cannot be stopped.

Requested Disputes

This view contains all disputes in a requested status. These are disputed payments that have been submitted to the bank for payment. Disputes in this view cannot be stopped.

Grouping

Bill Due Date

This groups the date that they are due.

Origin

This groups the bills by where the freight originally shipped from.

Destination

This groups the bills by the freights destination.

Origin-Destination

This groups the bills by where they started and finished (ex: Bills from freight that started in Chicago and ended in Kansas City will be grouped together).

STCC Number (5)

This groups the bills by the first 5 digits of their STCC Number.

STCC Number (7)

This groups the bills by the entire 7 digit STCC Number.

Waybill Date

This groups the bills by their Waybill Date.

Equipment Initial

This groups the bills by their Equipment Initial.

Bill Type

This groups the bills by their Bill Type.

Action Buttons

Reload

This button's function is described above under Grouping.

Check Boxes

To put a check mark in a box, left click the box that you want to check.

Detail

Clicking this button will take you to the Requested Details screen, where detailed information is displayed about each row that has a checkmark in its checkbox. At least one row must be checked in order for this button to work.

Print Bills

Clicking this button will take you to the Bill screen where you can view a printable version of the selected bills.

Select All This Page

Clicking on this button will put a check mark in the check box of every row on the current screen.

Unselect All This Page

Clicking on this button will remove the check mark from any and all checkboxes that have them on the current screen.

Text Only

This button will open a new window that contains an unformatted text only version of the information on the screen, that can be easily copied into a Word Processor, or Spreadsheet application.

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Requested Details

Page Description

This page allows you to view Requested Payments / Disputes in detail.

Column Sorting

Field Descriptions / Actions

Any field whose data is a hyperlink ( underlined text) can be clicked on, when the mouse cursor becomes a hand. The use of these hyperlinks is described below, along with any other pertinent field information.

Payment Amount

Equipment ID

FB Number

This field contains the Bill Number for the corresponding bill. By left clicking on the Bill Number, you open a new window that takes you to the Bill screen.

Action Buttons

Check Boxes

To put a check mark in a box, left click the box that you want to check.

Print Bills

Clicking this button will take you to the Bill screen where you can view a printable version of the selected bills.

Select All This Page

Clicking on this button will put a check mark in the check box of every row on the current screen.

Unselect All This Page

Clicking on this button will remove the check mark from any and all checkboxes that have them on the current screen.

Text Only

This button will open a new window that contains an unformatted text only version of the information on the screen, that can be easily copied into a Word Processor, or Spreadsheet application.

90 Day History

Page Description

This page displays all of the payments / disputes made over the past 90 days. The payments / disputes can be displayed in several views, and groupings. From this page, you can view any of the payments / disputes in more detail.

Column Sorting

View

Payments can be broken down into different types, and viewed separately. To do this, left click on a view in the list, and then left click the reload button. The different views are described below.

All Payments

This view contains all payments / disputes that have been made over the past 90 days.

Payments Only

This view contains all payments that have been completed.

Disputes Only

This view contains all disputes that have been completed.

Grouping

The payments shown for whichever view you have selected can be grouped in one of 9 different ways. To group the payments, left click on the grouping in the list, and then left click the reload button. The different groupings are described below.

Payment Date

This groups the payments by the date that they were made.

Origin

This groups the payments by where the freight originally shipped from.

Destination

This groups the payments by the freights destination.

Origin-Destination

This groups the payments by where they started and finished (ex: payments for freight that started in Chicago and ended in Kansas City will be grouped together).

STCC Number (5)

This groups the payments by the first 5 digits of their STCC Number.

STCC Number (7)

This groups the payments by the entire 7 digit STCC Number.

Waybill Date

This groups the payments by their Waybill Date.

Equipment Initial

This groups the payments by their Equipment Initial.

Bill Type

This groups the payments by their Bill Type.

Action Buttons

Reload

This button's function is described above under View, and Grouping.

Check Boxes

To put a check mark in a box, left click the box that you want to check.

Detail

Left clicking this button will take you to the Payment History Details screen, where detailed information is displayed about each row that has a checkmark in its checkbox. At least one row must be checked in order for this button to work.

Select All This Page

Left clicking on this button will put a check mark in the check box of every row on the current screen.

Unselect All This Page

Left clicking on this button will remove the check mark from any and all checkboxes that have them on the current screen.

Text Only

This button will open a new window that contains an unformatted text only version of the information on the screen, that can be easily copied into a Word Processor, or Spreadsheet application.

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Payment History Details

Page Description

This page displays payments / disputes from the past 90 days in detail.

Column Sorting

Field Descriptions / Actions

Any field whose data is a hyperlink ( underlined text) can be clicked on, when the mouse cursor becomes a hand. The use of these hyperlinks is described below, along with any other pertinent field information.

Payment Amount

Equipment ID

FB Number

This field contains the Bill Number for the corresponding bill. By left clicking on the Bill Number, you open a new window that takes you to the Bill screen.

Action Buttons

Text Only

This button will open a new window that contains an unformatted text only version of the information on the screen, that can be easily copied into a Word Processor, or Spreadsheet application.

Other Payments

Page Description

This page allows you to schedule a payment on a bill that you manually enter, instead of selecting the bill from our records. You will always have to enter the Payment Amount and Date. Additionally, you will have to enter one of three different sets of information: 1) Equipment Initial, Equipment Number, Waybill Number, Waybill Date; 2) Equipment Initial, Equipment Number, Bill of Lading Number, Bill of Lading Date; 3) Bill Number (or Accessorial Bill Number). Payment will be withdrawn from your account on the morning of the date that the payment is scheduled. Any payments scheduled past 3 PM CST will not be submitted to the bank until the following business day.

Field Descriptions / Actions

Any text box can be accessed by left clicking within the box. A cursor will appear in the box, and you can edit or add data. The use of these boxes is described below, along with any other pertinent field information.

Payment Amount

This field is required to schedule a payment. You must enter the amount that you wish to pay. You can enter up to 10 numerical digits; commas and decimal points are optional.

Payment Date

This field is required to schedule a payment. You must enter the date on which you wish the payment to be made. The date must be entered in the following format: mm/dd/yyyy (Where 01/07/2001 is January 7, 2001). If you do not enter the date in the correct format, then the date will be defaulted to today's date.

Equipment Initial

If you enter an Equipment Initial, then you must also enter the Equipment Number; as well as the Waybill Number and Waybill Date, or the Bill of Lading Number, and Bill of Lading Date. You can enter up to 4 alphanumeric characters in this field.

Equipment Number

If you enter an Equipment Number, then you must also enter the Equipment Initial; as well as the Waybill Number and Waybill Date, or the Bill of Lading Number, and Bill of Lading Date. You can enter up to 10 numeric digits in this field.

Waybill Number

If you enter a Waybill Number, then you must also enter an Equipment Initial, Equipment Number, and a Waybill Date. You can enter up to 6 numeric digits in this field.

Waybill Date

If you enter a Waybill Date, then you must also enter an Equipment Initial, Equipment Number, and a Waybill Number. The date must be entered in the following format: mm/dd/yyyy (Where 01/07/2001 is January 7, 2001).

Bill of Lading Number

If you enter a Waybill Number, then you must also enter an Equipment Initial, Equipment Number, and a Bill of Lading Date. You can enter up to 17 alphanumeric characters in this field.

Bill of Lading Date

If you enter a Bill of Lading Date, then you must also enter an Equipment Initial, Equipment Number, and a Bill of Lading Number. The date must be entered in the following format: mm/dd/yyyy (Where 01/07/2001 is January 7, 2001).

Bill Number

You can enter up to 9 numeric digits in this field.

Action Buttons

Schedule Payment

Left Clicking on this button will schedule the payment, if all of the required fields have been entered. You will be returned to the Account Summary screen after the payment is scheduled.

Create as Reviewed

This button is only visible when the access level is Review Only. Left Clicking on this button will mark the payment as reviewed, if all of the required fields have been entered. You will be returned to the Account Summary screen after the payment is reviewed.

Reset

Left Clicking on this button will reset every text box on this screen to blank.

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Search

Page Description

This page allows you to search for bills by one of four identifiers: Bill Number, Waybill Number, Bill of Lading Number, or Equipment Initial and Number. You can search any of the companies that are assigned to you. For help on the results of the search, refer to Search Results.

Field Descriptions / Actions

Any text box can be accessed by left clicking within the box. A cursor will appear in the box, and you can edit or add data. Select Boxes are used by left clicking on the arrow to the right of them. This will display a list of values to choose from. To select a value from the list, left click on the value. The use of these boxes is described below, along with any other pertinent field information.

Account Number and Description

This is a select box that allows you to choose up to 5 Patron Codes to search at one time. To select 1 Patron Code, simply left click anywhere on the Patron Code or Description of the company desired. Once selected, the company becomes shaded in blue. To select multiple companies, hold down the Ctrl key, and left click on each of the Patron Codes desired - each selected company will be shaded blue. If you cannot see all of your Patron Codes, there is a scroll bar to the right of the select box: scroll this up or down to see the other patron codes.

Search Value

This text box is where you will type in the identifying value for the desired bill. The value put here must correspond to the type of search selected in the Search Field select box. For Freight Bills, you must enter up to 9 numeric digits. For Waybills, you must enter up to 6 numeric digits. For BOL or VIN, you must enter up to 17 alphanumeric characters. For Equipment Initial and Number, you must enter up to 4 alphanumeric characters(Equipment Initial) followed by a space, and up to 10 numeric digits(Equipment Number).

Search Field

This select box allows you to specify what identifying characteristic you would like to search by. You may search by Bill Number, Waybill Number, Bill of Lading Number, VIN Number, or Equipment Initial and Number.

Search Area

This select box allows you to specify limits on the results that are returned. By default, All Bills and Payments is selected, and any results that are found will be returned. You can choose to search only the Open Bills, Scheduled Payments, Reviewed Payments or Payment History (Paid Bills).

Action Buttons

Search

Left Clicking on this button will perform the search. The search will look for the value in Search Value, assuming that it is the type of information specified in Search Field. The search will look in all of the Patron records specified in Account Number and Description, and will limit its results by the value selected in Search Area. You will be taken to the Search Results screen after the search is performed. Narrowing your search by selecting a specific account number or limiting the search area will increase the speed of the search. If the server "times out" or fails to reload hit the stop button on your browser, narrow your search, and try again.

Search Results

Page Description

This page shows the results from a search. It also includes all of the functions from the Search page, and further searches can be performed.

Field Descriptions / Actions

Any field whose data is a hyperlink ( underlined text) can be clicked on, when the mouse cursor becomes a hand. The use of these hyperlinks is described below, along with any other pertinent field information.

Location

This field contains the location of the bill or payment that was found in your search. By left clicking on the hyperlink, you will be taken to the location of the bill.

Preferences

Page Description

This page allows you to customize any of the pages within Account Status. You can set what columns are shown, what order the tables are sorted in, and what View or Group By is loaded by default.

Summary Screen Preferences

This part of the page allows you to customize the summary level screens of Account Status. From this drop down box, you can choose which summary screen you would like to customize: These screens are: Open Payables, Scheduled Payments, Reviewed Payments, Requested Payments, and Payment History.

Default View

This select box allows you to choose the view that you would like the selected screen to load with. For information on the different views, click on one of the following links: Open Views, Scheduled Views, Reviewed Views, Requested Views, or Payment History Views. This is only the default view, and you will be able to change to a different view from any screen.

Default Group

This select box allows you to choose the group that you would like the selected screen to load with. For information on the different groups, click on one of the following links: Open Groups, Scheduled Groups, Reviewed Groups, Requested Groups, or Payment History Groups. This is only the default grouping, and you will be able to change to a different grouping from any screen.

Order By

This select box allows you to choose what column you would like the selected screen to order its table by. This is only the default, and you will be able to order by any available field from any screen.

Update Summary Preferences Only

By left clicking on this button, your Summary Screen Preferences will be saved.

Restore Defaults

By left clicking on this button, your Summary Screen Preferences will be restored to their original settings. By clicking this button, you ARE NOT finalizing the change. To finalize restoring your original settings, you must CLICK UPDATE SUMMARY SCREEN PREFERENCES.

Detail Screen Preferences

This part of the page allows you to customize the detail level screens of Account Status. From this drop down box, you can choose which detail screen you would like to customize: These screens are: Open Payables, Under Investigation, Scheduled Payments, Reviewed Payments, Requested Payments, Payment History, Search, and Account Summary.

Available Columns

This select box displays all columns that are available for the selected detail screen that are not currently selected to be displayed. ANY COLUMN IN THIS LIST WILL NOT BE DISPLAYED ON THE SELECTED SCREEN. To highlight a column in the list, left click on the text of the desired column.

Displayed Columns

This select box displays all columns that are currently chosen for display on the selected detail screen. The columns in this box are displayed in the order that they will appear on the selected detail screen. To highlight a column in the list, left click on the text of the desired column.

Add / Remove Columns

These two buttons will move selected columns back and forth from the Displayed Columns and Available Columns lists. Left clicking the button with the left pointing arrow will move the highlighted column from the Displayed Columns list to the Available Columns list: Removing the column. Left clicking the right pointing arrow will move the highlighted column from the Available Columns list to the Displayed Columns list: Adding the column.

Position Column

These two buttons change the position of the columns in the Displayed Columns list, and therefore the order that they will be displayed on the selected detail screen. Left clicking the UP button will move the highlighted column up one position in the list. Left clicking the DOWN button will move the highlighted column down one position in the list.

Order By

Update Detail Preferences Only

By left clicking on this button, your Detail Screen Preferences will be saved.

Restore Defaults

By left clicking on this button, your Detail Screen Preferences will be restored to their original settings. By clicking this button, you ARE NOT finalizing the change. To finalize restoring your original settings, you must CLICK UPDATE DETAIL SCREEN PREFERENCES.

Account / General Preferences

This part of the page allows you to select a default account: the account that is selected upon opening Account Status. Also, you can change the description assigned to each of your accounts.

Accounts

This section consists of two pieces: A select box with all of the Patron Codes assigned to you, and a text box with the currently selected account's description.

Set To Default

The default account has "--default" attached to the end of the patron code. To change the default to another account, left click on the desired account(this will hightlight the new account), then left click on the Set To Default button. Clicking this button WILL NOT permanently change the default account, you MUST CLICK UPDATE ACCOUNT PREFERENCES ONLY.

Change Description

The description of the currently selected account appears in the text box. If you want to change this description, left click in the text box and change the description. Then click on the Change Description button. Clicking on this button WILL NOT permanently change the description, you MUST CLICK UPDATE ACCOUNT PREFERENCES ONLY.

Update Account Preferences Only

Left clicking on this button will save your changes to the Account Preferences.

Update All Preferences

Left Clicking on this button will save your changes to all of the three sections of this screen.

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Overcharge Claims

Overcharge claims allows you to file an Overcharge Claim electronically, and/or check the status of an electronically filed Overcharge Claim. The Overcharge Claim process is only available on BNSF Freight Bills. If you need to file a claim for a BNSF Miscellaneous Bill, please email MiscCarload@BNSF.com.

From your Account Status Menu there are two links, "File Overcharge Claims" and "View Overcharge Claims."

File Overcharge Claims

This option allows you to file an overcharge claim electronically. Begin by selecting an account from the drop down menu. The drop down menu provides a list of your accounts. If you have only one account, only that account will populate the list. If you have more than one account, all of your accounts will be shown in the drop down menu. An example of an account would show: ‘055123 – ABC Co – BMAudit.’ The six-digit number (055123) shows the primary patron code number, (ABC Co) – the Patron’s name, and (BMAudit) the Auditing firm used by this Patron. Select the account to file an Overcharge Claim from the drop down list. Then click on the title ‘File Overcharge Claims’ link to display the Overcharge Claims Files screen.

Overcharge Claims - File screen: In order to file an Overcharge Claim BNSF will need to know the Vendor Code, Client Claim Number, and the waybill information.

A Vendor Code is a BNSF in-house number with an allocated address of where to send a refund. Placing the mouse cursor over the vendor code displays the address of the Vendor. The address shown in the vendor code display is the address where the overcharge claim check will be sent. You have the option to type in the Vendor Code, or select the vendor code from drop down list.

Note: If the vendor code (number) or address is not listed, click on the Obtain a New Vendor Number link to input new vendor code information. After the Vendor Code Information Form is complete, click the Submit button. It is important to note that submitting new vendor code information does not stop the claim process. Continue filing as if you have a Vendor Code (although the vendor code list will have the blank selected). Once BNSF approves the vendor code information, and the claim has been submitted, you will be issued a BNSF claim number.

The Client Claim Number is the number your company uses to denote claim.

The Search Criteria consists of using one of the four options below. All of the information requested in the Search Criteria can be found on the BNSF Freight Bill.

Search by Bill Number; or
Car Initial, Car Number, and Waybill Date; or
Search by Waybill Date and Waybill Number; or
Search by Car Initial, Car number and Waybill Number
Note: On a multiple car shipment, please use the Lead Car Initial and Lead Car Number in order to file the claim.

Once all information is complete click "Search for Bills."

Note: After you click Search for Bills, there is possibility for errors to occur.

For example, error message: 'No information found on car' may be displayed. Please recheck the car number. If the number is correct, message could indicate other reasons, such as 'Freight Bill has been archived or does not exist'. If you receive this error, please contact the overcharge claim department via email at BNSFOC@bnsf.com for assistance.

Overcharge Claims Form screen: Use this screen to input information about your Overcharge Claim. The Vendor Code and Client Claim number is pre-populated on the Overcharge Claims Form. To process your overcharge claim you are required to fill in the following additional information.

Additional info to be emailed: Check (left click the box that you want to check) if you are attaching additional information (copy of original freight bill with your claim, etc.). Default setting is unchecked. If additional information is required, please send information needed to support the claim.
Examples of what to email: If contesting a weight issue, email the weight slip If contesting a rate, email a copy of email from marketing
Examples of what not to email: Freight bill, Bill of Lading, Contract, Price Authority Sheet, and Item Sheet. Since BNSF already has access to this data, and if this data is referenced in the claim, either by reason code or by comment, you will not need to email this information.
Email for acknowledgement: This box Is automatically pre-populated with the email address of the person who is logged on to the computer. However, if you want the acknowledgement to be sent to someone other that the user logged on to the computer, type in the email address of that person. For example, if you are filing a claim for another person or company, type in the email address of the person you are filing the claim for, the acknowledgement will be emailed to that person’s email address.
O/C Claim amount: The amount you wish to claim. If this is a multi-unit shipement type in the amount from the lead car only. The multi-shipment column displays N = Not multi-shipment, or Y = multi shipment. Click on the Y (multi-shipment) to display all of the cars within the shipment.
Reason for Claim: Select the reason for the claim from drop down box located on the far right side of the ‘Reason For Claim’ box. Once the reason for the claim has been established, depending on the reason selected, you will be asked to supply more information regarding the reason for claim. This additional information automaticlly populates the ‘Popup Based on Reason’ field. When filling in the reason codes/comments, please be sure to be as detailed as possible. This will help prevent the need for sending additional information.
‘Popup Based on Reason’: Select the secondary reason as to why you are filing a claim on a car. If more information is needed, key in the comment box.
Comment: This is an optional field, type in information that supports the claim. To view full-size click on the box with three black dots next to the text line.
Initial here to agree to Indemnification Clause: Check here if you agree that all the information is correct (Indemnification Clause). If you do not agree with the Indemnification Clause the system will not let you proceed with your Overcharge Claim.
Submit Claim: Click this box to submit your Overcharge Claim.

Overcharge Claim Form Acknowledgement: After you submit the overcharge claim you will receive an acknowledgement that BNSF has received your claim. If you provided a previously approved vendor code when you filed your claim you will receive a BNSF overcharge claim number. This overcharge claim number is used by BNSF to reference your claim, and is used by the customer to determine the status of a current overcharge claim (see View Overcharge Claims).

After the overcharge claim has been processed by BNSF you will receive an acceptance or declination of your claim along with an explanation of BNSF’s decison. The Status column on this screen will show the state of your Overcharge Claim.

Work in progress – Claim is still being worked by BNSF
Approved – Shows dollar amount of approved Overcharge Claim, the Refund Note column shows the reason for Refund.
Declined – The Declination Note column shows the reason for the declination.

To file another Overcharge Claim click on Account Status Main Menu, select an account, then click File Overcharge Claims to repeat the process.

View Overcharge Claims

This option allows you to search for and view a current overcharge claim. Begin by selecting an account from the drop down menu. The drop down menu provides a list of your accounts. If the user has only one account, only that account will populate the list. If you have more than one account, all of your accounts will be shown in the drop down menu. An example of an account would show: ‘055123 – ABCCo– BMAudit.’ The six-digit number (055123) shows the primary patron code number, (ABCCo) – the Patron’s name, and (BMAudit) the Auditing firm used by this Patron. Select the account to view an Overcharge Claim from the drop down list. Click on the title ‘View Overcharge Claims’ link to display the Overcharge Claims – Search for Claims screen.

Overcharge Claims Search for Claims screen: Use this screen to search for a specific claim, search by BNSF overcharge claim number or by Vendor Name, then Vendor Code, and ultimately the BNSF Claim Number. Type in Vendor Name or BNSF Claim Number. Click Search.

Note: If possible, please use BNSF Claim Number that was assigned to your claim, as this is the easiest way to view the status of an Overcharge Claim. If this info is not available, please follow the drop down lists filling in the requested information, beginning with the Vendor Name. After you have selected all the necessary information, click 'Show Claim Details'.

Overcharge Claim Details screen: Use this screen to determine the status of your Overcharge Claim.

The Status column on this screen will show the state of your Overcharge Claim.

Work in progress – Claim is still being worked by BNSF
Approved – Shows dollar amount of approved Overcharge Claim, the Refund Note column shows the reason for refund.
Declined – The Declination Note column shows the reason for the declination.

To view another Overcharge Claim click on Account Status Main Menu, select account, then click View Overcharge Claims to repeat the process.

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