Audit Workflow

after approving an invoice in Navix it get sent to our TMS and from there gets sent out to SAP. Our internal process is that we have to keep invoice documents on file for at least 7 years for audits of our financial records. So when approving an i...

We don't have a method for our users to just create an internal comment or note for an invoice record. Our customers have an interest in the ability to simply communicate with their team in our application at times, but the only current workaround...

Can we update the list of columns in the Ready to Approve queue to provide users with more relevant fields necessary to quickly analyze & approve an invoice? Not all customers are using Auto Approve, and this would help those that view the Inv...

Good Morning! In the instance of missing charge codes (not descriptions) would it be possible to capture the missing code as " " allowing the tenant to still map / save the mapping when a charge code is missing? For example: "WEIGHT/INSPECTION ( )"

💼 Executive Summary Navix currently accepts Order Updates from a customer’s TMS after the initial vendor’s invoice on that Order has been approved. This change was made to support multi-vendor Orders, where subsequent legs might complete after the...

EASE would like to suggest a function that would automatically assign invoices to Navix users ( i.e. utilizing the 'ownership' function) depending on the factoring company, vendor, or customer. The logic being loosely based on the 'remit to', vend...

Users would like the ability to save searches in some of the Navix screens. Some users have different customers, vendors, or factoring companies that they are looking for specifically and perform the filtering multiple times per day.

While Approval Blocking Exceptions are necessary and work, there are times when a customer may need to over-ride the exception and just approve the invoice. Not everything is always black & white / yes or no. Would Navix be able to allow over-...

It would be nice to be able to use the search for Shipment Number as well and not just Order number.

Different Users have different needs when looking at Navix's queues. Today the same columns are mostly displayed, where in reality very few users care about "Ship Date" or "Bill Type". Some examples we've heard: As a supervisor, I want to see my I...