We are looking to add a report that differentiates invoices in audit due to business rules vs invoices in audit due to discrepancies in paperwork or Navix ingestion. This would give us a percentage of invoices worked on due to our own requirements...

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...

There are several Navix customers who have business rules requiring invoices to be in a certain status in the TMS, or requiring invoices to NOT be in some kind of Hold status. In these cases, the "exceptions" aren't truly an exception where someth...

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 ...

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...

Hey team, Would it be possible to add an option in the Disputes / Notes tab to log a Variance reason, similar to how we currently add dispute reasons? Instead of selecting a dispute reason like “Internal Note,” it would be helpful to have a dedica...

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...

Editing functions such as the ability to assign/adjustment document types, adjust order and PO#, push through to Audit queues, attach documents to an existing order, etc. Many of the files landing in the unmatched documents queue are responses to ...

When you open an Invoice and someone else is already there (but maybe hasn't taken ownership), highlight that someone else is already in that record. And if you're in an Invoice already and someone else opens it, show you that someone else also ha...