Audit Workflow

after approving an invoice in Navix it get sent to our TMS and from there gets sent out to SAP. Our internal process is that we have to keep invoice documents on file for at least 7 years for audits of our financial records. So when approving an i...

We don't have a method for our users to just create an internal comment or note for an invoice record. Our customers have an interest in the ability to simply communicate with their team in our application at times, but the only current workaround...

There are several Navix customers who have business rules requiring invoices to be in a certain status in the TMS, or requiring invoices to NOT be in some kind of Hold status. In these cases, the "exceptions" aren't truly an exception where someth...

Can we update the list of columns in the Ready to Approve queue to provide users with more relevant fields necessary to quickly analyze & approve an invoice? Not all customers are using Auto Approve, and this would help those that view the Inv...

Editing functions such as the ability to assign/adjustment document types, adjust order and PO#, push through to Audit queues, attach documents to an existing order, etc. Many of the files landing in the unmatched documents queue are responses to ...

When you open an Invoice and someone else is already there (but maybe hasn't taken ownership), highlight that someone else is already in that record. And if you're in an Invoice already and someone else opens it, show you that someone else also ha...

Good Morning! In the instance of missing charge codes (not descriptions) would it be possible to capture the missing code as " " allowing the tenant to still map / save the mapping when a charge code is missing? For example: "WEIGHT/INSPECTION ( )"

💼 Executive Summary Navix currently accepts Order Updates from a customer’s TMS after the initial vendor’s invoice on that Order has been approved. This change was made to support multi-vendor Orders, where subsequent legs might complete after the...

EASE would like to suggest a function that would automatically assign invoices to Navix users ( i.e. utilizing the 'ownership' function) depending on the factoring company, vendor, or customer. The logic being loosely based on the 'remit to', vend...

Today in the Navix UI we don't allow users to modify Vendor Charges, we only allow them to modify the final Adjusted charge. This works for workflow, but can interfere with reporting when IDP reads the wrong charges or totals from Paper Invoices, ...