Audit Workflow

If TMS doesn't do this already, customers request that we create the customer facing invoice document based on the charges in Navix, attach the required docs (based on business rules), and email the invoice to the customer. This would be beneficia...

Most companies seek to bill certain customers (or ALL customers) as soon as possible, regardless of whether a Carrier Invoice has been received or not. Today in Navix, all workflows center around the Carrier Invoice- and specifically we don't send...

In the instance a tenant has multiple criteria for their customer's mark-up, they'd like to be able to add a note for the team to reference when reviewing & applying a customer's mark-up. An example - a tenant may have a 5% or $15 (min) mark-u...

In the instance the team ever needs to manually add or edit a discount amount in the UI. Would it be possible to default this value to a negative? This will save the team time when keying in this field.

Once we surface the payment date; users might need to edit the payment date if: we didn't process this invoice in time and payment date has passed -OR- when carriers request quicker terms. Currently these would have to be added in the TMS after yo...

Not sure the best way to solve this. Use Case 1: Currently with multi-vendor loads if I approve the first carrier, let's call that a TONU, all of the AR data is sent back to the TMS as if we are ready to invoice that customer. When I approve the s...