--- title: G2Mint Financials-General Overview description: Learn how G2Mint manages your finances. See how shipment records automatically create expected charges and costs, and how approving them transforms them into real customer invoices and carrier payables. --- [Skip to content](https://help.g2mint.com/en/g2mint-user-guide/g2mintfinancials-overview#main-content) English Show submenu for translations [Create a ticket](https://help.g2mint.com/en/g2mint-user-guide/kb-tickets/new?hsLang=en) [View All Tickets](https://help-center.g2mint.com/tickets-view?hsLang=en) - https://help-center.g2mint.com/tickets-view Open main navigation Close main navigation - https://help-center.g2mint.com/tickets-view - English Show submenu for translations - [Create a ticket](https://help.g2mint.com/en/g2mint-user-guide/kb-tickets/new) - [View All Tickets](https://help-center.g2mint.com/tickets-view) - [Create Ticket](https://44102072.hs-sites.com/en/g2mint-user-guide/kb-tickets/new) [Create Ticket](https://44102072.hs-sites.com/en/g2mint-user-guide/kb-tickets/new?hsLang=en) How can we help you? - There are no suggestions because the search field is empty. 1. [G2Mint User Guide](https://help.g2mint.com/en/g2mint-user-guide?hsLang=en) 2. [Getting started](https://help.g2mint.com/en/g2mint-user-guide/getting-started?hsLang=en) July 20, 2026 # G2Mint Financials-General Overview ## Learn the basics of how G2Mint handles the financial records ### **Last Updated:  May 2026** ### **Applies to:** *Primarily for Brokers (Note: Shippers can leverage the carrier bill audit portions and disregard the client invoice pieces in this article)* ### Common Scenario(s)/Challenge (s): This article focuses on the general overview of how G2Mint allows customer to manage their carrier bills ### **Solution Overview:** **Understanding G2Mint Data Architecture: How Shipment Records and Financial Records are related**  To understand how G2Mint manages your finances, it helps to think of a **Shipment Record** as a master parent folder. Inside this folder, G2Mint runs two parallel tracks simultaneously: 1. **The Carrier Track** (Expenses / Money Out): **Costs** 2. **The Customer Track** (Client Invoices/Revenue / Money In): **Charges** Both tracks begin as temporary "Expected" placeholders. Once reviewed and approved, expected costs become your account payable records and expected charges account receivable records. ![](https://help.g2mint.com/hs-fs/hubfs/image-png-Jul-20-2026-03-11-09-6401-PM.png?width=1086&height=591&name=image-png-Jul-20-2026-03-11-09-6401-PM.png) **![](https://help.g2mint.com/hs-fs/hubfs/image-png-May-27-2026-04-10-34-1992-PM.png?width=670&height=367&name=image-png-May-27-2026-04-10-34-1992-PM.png)** **🟢 The Carrier Track: Expenses (Money Out)** This track manages what you owe the carrier, allowing you to catch errors before payouts are made.   - **1. Expected Cost Record:** Upon awarding/tendering a BOL, G2Mint creates an Expected Cost record in your **Settle \> Bills \> Expected Cost** tab (e.g., *"We expect this BOL to cost $1,200 based on the quote"*). - **2. Carrier Bill Record:** Once carrier sends their actual invoice—the **Carrier Bill Record needs to match up to a BOL**—Carrier bills can be submitted into G2Mint via EDI, the carrier portal, or manual entry or via API. - **3. Match\>Audit\>Approve:** You match the incoming *Carrier Bill* to your *Expected Cost* to review variances side-by-side (e.g., checking if an extra $100 detention charge is valid). This audit process determines the final amount you plan to pay your carrier. - Note: With a bill integration, if everything matches up (Expected Costs vs. Billed Amount) this process is automated. - **4. The Transformation (Approval):** Once the expected costs and bill amount are audited, the **Approve action is initiated**, the *Expected Cost* record status updates to 'Approved' status. It instantly transforms into a permanent **Payable Record,** now found in the *Payables* grid, flagged as approved and ready for accounting payout.  **G2Mint's structure enables the ability to track your Expected Costs (original quoted amount for the freight), the Carrier Billed Amount, and the Final Approved Payable (Final amount agreed to pay your carrier).**  **🔵 The Customer Track: Revenue (Money In)** This track manages what your customer owes you based on the agreed sell rate and any subsequent adjustments. - **1. Expected Charge Record:** The moment a shipment is awarded, G2Mint automatically creates an Expected Charge record tied to the BOL (e.g., *"We plan to bill the customer $1,500 based on our quote"*). - **2. Review & Verify:** Before final billing, you have the ability to review and adjust the final amount to invoice based on potential changes between your expected costs and final approved costs from the carrier. - **3. The Transformation (Approval):** When you click **Approve**, the *Expected Charge* record transforms into an official **Invoice Record**. It is then locked and ready to be sent to the customer.     - [Getting started](https://help.g2mint.com/en/g2mint-user-guide/getting-started?hsLang=en#main-content) - [Shipper client Account](https://help.g2mint.com/en/g2mint-user-guide/getting-started?hsLang=en#shipper-client-account) - [My Account](https://help.g2mint.com/en/g2mint-user-guide/my-account?hsLang=en#main-content) - [My Account Contacts](https://help.g2mint.com/en/g2mint-user-guide/my-account?hsLang=en#my-account-contacts) - [My Account Services & Capabilities](https://help.g2mint.com/en/g2mint-user-guide/my-account?hsLang=en#my-account-services-capabilities) - [My Account Admin](https://help.g2mint.com/en/g2mint-user-guide/my-account?hsLang=en#my-account-admin) - [My Account Locations](https://help.g2mint.com/en/g2mint-user-guide/my-account?hsLang=en#my-account-locations) - [User Management](https://help.g2mint.com/en/g2mint-user-guide/user-management?hsLang=en#main-content) - [User Management Groups](https://help.g2mint.com/en/g2mint-user-guide/user-management?hsLang=en#user-management-groups) - 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