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 ...

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...

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...

Users mostly copy/paste original messages in their dispute outreach. Could we automate this and re-send the original message/attachments to the same contacts on a cadence?

CURRENT STATE: after a load is marked delivered in the TMS they have a communication that goes out automatically if they haven’t received paperwork after 7 days. They send this to the default contact in their TMS. WOULD LOVE: this to be sent to de...

Some users would like to eliminate invoices with $10 rate variances from remaining in the audit queue, rather would want to create an auto-dispute for any invoice with a charge variance. Would need to better define the reason/template selection, b...

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...

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...