Audit Workflow

When searching for a record (e.g. Analysis/Invoices/All), we request the ability to search by sender's email address so that we can isolate documents and invoices from particular vendors/carriers or factors.

Add Bill to as filter option (unmatched would be main benefit)

The request here would be to have the ability to "delete" an accessorial line item from inside of the Navix UI if they are deemed unnecessary. Today in Navix, we sometimes have a carrier send us an accessorial that is different from what we rated ...

Often for LTL auditing, auditors are trying to validate if an address really is residential, needs a lift gate, etc. Having a quick copy function for address OR linking to a mapping program (e.g. GoogleMaps) directly from Navix would be beneficial.

Navix doesn't give an easy way for users to identify and prioritize Quick Pay invoices. Quick Pay invoices are often due immediately, in 2 days, or 5 days after receipt as opposed to Net 15 or Net 30 terms. Users need to prioritize these in case t...

In the instances a rate (total) matches for a customer who is ingesting invoices via email, where the invoicing party (factoring company or vendor) only provides a single line charge on the invoice - we ingest it as the base rate. In the instances...

Some orders falling into duplicates are there because they have been ingested wrong. The "duplicate" isn't actually a duplicate it needs to be reassigned to a new order instead. We need the ability to assign a different order number to an invoice ...

Ability to approve vendor charges apart from customer charges (support ability to pay carrier quickly, but not yet invoice customer). Some users need to pay the carrier first (possibly a Quick Pay scenario) and approve the AR later. There are inst...

Currently, a user cannot copy a vendor from an order to an invoice when there are multiple. We force the user to use the base edit function. What would be better if there was an option to select one of the known vendors from order to copy. Overall...

Can Navix add more details to the Invoice Audit History? For example, if Reference Numbers are changed, removed, or added it would be good to record the from / to. Also, in the attachment there the Audit History shows a line that "Changes Successf...