Audit Workflow

This is an idea to build off of some other ideas submitted by tenants which are processing nonrouted invoices in the Navix Unmatched queue. This would enable the team to either create orders in mass (to be audited in the Navix application with cus...

For tenants utilizing the unmatched process to handle nonrouted invoices - they'd be able to group similar customers together (as again customers aren't available here & would need to be manually assigned). This could be a potential future bui...

Miles are used for TL linehaul and fuel rates in some cases. If we have this surfaced it could be edited and it should also affect rates (be included in rating engine API details)

CURRENT STATE: they have this in their system USE CASE: customer service reps do auditing and need to be able to quickly pivot when asked ‘when was this sent’, ‘has this been paid’, ‘have i been paid’, ‘when should I be paid’ USE CASE: I want the ...

There has been a request to add more detailed charge codes to the mapping modal within the Navix application. The thought here is to be able to more accurately define and map the appropriate code to the accessorial charge. This would allow the use...

In addition to customer portals, KCH (Austin Wallin) inquired on our ability to house a larger customer billing profile. Currently we have terms, we'll need to flag if the customer allows pre-bill and what docs are required...natural progression w...

The improvements we made have saved SO much time! Idea is to complete this effort by adding in a re-audit function every time the Save button is hit. When users are updating things in the UI they have to hit Save and then Re-Audit. Upload a new do...

Do companies audit hazmat loads differently than regular loads? We don't collect any data on hazmat currently so if tenants need to build business rules around that we don't have any of those details.

Currently when you identify new or higher charges in Navix the user has to remember (tribal knowledge) to add to the AR side. People forget to add them, forget what markup to use, etc. If Navix could automatically apply a markup to AR it would sav...

Uploading customer invoices to customer portals is a pain in the booty. If we had direct connections to customer portals it would save a TON of time and effort and directly impact days to bill/DSO.