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.

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...

CURRENT STATE: when exceptions are marked in their system an email correspondence is automatically created and sent to the default contact for the carrier. If multiple exceptions are marked (even at the same time) the carrier gets multiple emails....

🙍Customer Problem When a user maps a given Vendor’s charge code to their TMS’s charge codes, they will often have several invoices in their queues with that same unknown Charge Code. This is especially true for new users in Navix. We DO allow the ...

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...

With the new NMFC changes coming in July, we need the ability to easily report on dimensions, cube, and density to identify areas for improvement with our clients. This data is frequently only provided on the W&I and not on the invoice, BOL or...

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.

Some tenants will ingest invoices in multiple avenues (email, edi, etc) and as such may utilize different matching criteria. When addressing or action an invoice - it can be useful to understand what field is tying the invoice to the order for the...

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...