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PINNED Unmatched Documents Report
Unmatched Documents Dashboard to display the following: Count of documents in the Unmatched queue Display counts over time to evaluate if the count is climbing or dropping from previous days/weeks/months Breakdown by document type in Unmatched que...

Reporting

Showing 13 of 91
2 VOTE

Add Equipment Type to Reporting

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...
Wil Kratz 4 months ago in Audit Workflow / Reporting 0 Future consideration
2 VOTE

Bring in PAID and INVOICED dates into Navix

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 ...
Ashley Smith 8 months ago in Audit Workflow / Integrations / Reporting 1 Planned
1 VOTE

Carrier Audit Scorecard

We should explore the idea of building a Carrier Audit Scorecard in our Reporting. Our tenants have carrier review meetings at various cadences - at least with their larger carriers. They typically prepare scorecards for these, or they are generat...
Dave Price 7 months ago in Reporting 0 Planned