Automated Onfleet COD Reconciliation Report
Each evening, WebRun opens Onfleet, finds all completed tasks flagged as cash-on-delivery for the day, captures the expected collection amount and any driver note on the collected sum, compares the two, and logs a variance report to a Google Sheet so your finance team can reconcile before drivers submit their end-of-day cash.
How do I automatically reconcile cash-on-delivery collections from Onfleet each day?
WebRun pulls all cash-on-delivery Onfleet tasks each evening, compares the expected collection amount with the driver-recorded amount, and logs a variance report to Google Sheets before drivers close out. Finance teams catch discrepancies the same day, so cash shortfalls are investigated while drivers are still available.
- COD variances caught daily before driver closeout - not days later
- Per-driver breakdown lets finance know exactly where to investigate
- No manual Onfleet data pull needed for end-of-day reconciliation
Built for last mile delivery operators · courier company finance teams · logistics managers · cash delivery service operators
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
onfleet.com/dashboardin a real browser with your saved login - no setup, no API keys. -
1
Onfleet - pull COD task records for the day
onfleet.com
WebRun opens Onfleet to pull COD task records for the day. - Open Onfleet and filter completed tasks from today that are tagged or noted as cash-on-delivery
- For each task, capture expected collection amount from task notes and any collected amount recorded by the driver
- Calculate the variance per task and sum by driver for end-of-day totals
Done when All COD tasks for the day are listed with expected, collected, and variance amounts per driver.
-
2
Google Sheets - log COD variance report
google.com
WebRun opens Google Sheets to log COD variance report. - Open the COD reconciliation Google Sheet
- Append a dated section with each driver's COD tasks, expected total, collected total, and variance
- Highlight any driver row where the variance exceeds your threshold for immediate finance review
Done when Finance team has a dated COD variance report in Google Sheets before driver closeout time.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does it charge or credit drivers automatically based on variances?
No. The report surfaces variances for your finance team to review. Any payroll adjustment or driver charge is handled by your finance team after reviewing the Sheet, so no financial action happens automatically.
How does it know the expected COD amount per task?
It reads the amount recorded in the Onfleet task notes or custom fields where your team enters the expected cash collection. Keeping that field consistently populated gives the most accurate variance calculation.
What if a driver enters the wrong collected amount?
The variance will show up in the Sheet as a discrepancy for finance to investigate. Because the report runs before driver closeout, your team can catch and correct data entry errors while drivers are still available.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.