Audit Workflow

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-...

Many auditors sort and work their queue of invoices based on which payments are due the soonest. This is calculated by invoice received date + Payment Terms. This is a more valuable field to have on the Audit Queue than Ship Date, as users can sor...

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.

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...

When you are in the Audit Que you have the ability to select certain customers, but you have to individually select them. We have accounts that we can only bill once a month. If we had the ability to open up the Customer Filter in Audit and "Selec...

Per a request from one of our tenants, the team would like to have the functionality return when an accessorial charge is added to a Vendor Invoice, the same charges are added to the customer charges table as well. We would like to have the abilit...

Problem The "Audit" column in Navix is a key differentiator- this returns the rate that a customer should be paying, using the customer's Rates against the Carrier's measured quantities, weights, and density. For customers that use this, in most c...

Would be beneficial to have the ability for Navix to search documents (BOL/Delivery Receipt) for the words claim, damage, shortage, etc and flag exceptions based on finding these key words. Many times the broker already knows of an issue and has f...

Navix create order endpoint has Equipment as a field option (vendors > service > equipment) https://docs.navix.io/#tag/API-v2_Orders/operation/Order Currently we do not display this in the UI (this should also be remedied) but Waggon has req...