Goals - to be able to add contacts to a Remit To party so they populate as suggested contacts when creating Disputes. With roughly 70-80% of TL invoices going through Factoring companies, lots of Disputes are created with individuals at Factoring ...

1) Add Dispute Owner to ALL tab 2) Add Download feature to both tabs 3) Add way to delineate between Matched and Unmatched on both tabs - may have a different workflow for tenant 4) Add arrows to sort oldest/newest on Days Since Last Touch on both...

Introduce a mechanism when closing a vendor dispute to indicate if won or lost. Currently there's no way to measure success rate on disputes. Analytics around this would also be insightful, example would be win/loss ratios by dispute owner and by ...

We use an AE list that queues up which invoices need to be reviewed by their Account Reps. The Workflow: Shelley assigns the dispute to Cole Cole reviews and approves Dispute is re-assigned to Shelley The Problem: Today, users can take ownership o...

In the Dispute process, if there hasn't been a reply after 5 days we would like Navix to automatically re-send the e-mail to the same parties. Possibly append the Subject Line to say "2nd Attempt"?

We’ve noticed an issue affecting the accuracy of the “Awaiting Reply From Us?” status in the dispute workflow. Specifically, some carriers have automatic replies enabled, which are being interpreted by the system as genuine responses. As a result,...

We've created dedicated follow-up templates for customers (e.g. still needing paperwork). The problem is that results in creating a new dispute in order to leverage the template. More ideal is that the original dispute has a "easy button" for foll...

Users mostly copy/paste original messages in their dispute outreach. Could we automate this and re-send the original message/attachments to the same contacts on a cadence?

CURRENT STATE: after a load is marked delivered in the TMS they have a communication that goes out automatically if they haven’t received paperwork after 7 days. They send this to the default contact in their TMS. WOULD LOVE: this to be sent to de...

Some users would like to eliminate invoices with $10 rate variances from remaining in the audit queue, rather would want to create an auto-dispute for any invoice with a charge variance. Would need to better define the reason/template selection, b...