Hi All,
We hope you enjoyed a joyful and restful Eid al-Adha last week! As we return to our daily workflows, a range of new features, improvements and fixes are ready and waiting for you:
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Bulk Delete Documents in Customs Declarations
- You can now easily remove unwanted documents from your Export/Import and NCTS declarations using the “Bulk Delete Item Data” option at the goods item level. Easily remove documents you no longer need from all items at once — no more manual cleanup.
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Easily Close Older GB NCTS Declarations
- For your GB NCTS entries that are older than two months but still shown as open, you’ll now see a “Set Status as Completed” icon next to the reference number.
- If the customs system has already sent a “Completed” message but the entry is still not closed in Modaltrans, you can now manually mark it as completed — no more waiting or chasing!
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Great News for QuickBooks Users!
- Remember the recent update that let you send pre-attached documents to your invoices to Xero and Zoho? Now, you can do the same with QuickBooks!
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New Filters Added to Create Bulk Invoice
- You can now filter your data by “Trans Method”, “Operation”, and “Currency” when using the Create Bulk Invoice page — giving you more control before generating multiple invoices.
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Company Operation Rep. on Booking Profile
- A new “Company Operation Rep.” field has been added to the Other section of the Booking profile page.
- Do you wanna know more about the representatives? Here’s a quick guide:
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Sales Rep: Handles the sales process, including activities such as preparing and sending quotations to clients. They are responsible for initiating the booking based on client confirmation.
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Operation Rep: Responsible for converting a confirmed booking into a shipment and managing the operational steps required to execute the shipment.
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Assign Operation Rep: If the person who created the booking is not managing the shipment, a different operator can be assigned using the "Assign Operator" field at the bottom of the booking form.
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Company Operation Rep: A designated operations contact assigned to a specific company. This is set from the company card in the Network section and ensures that all shipments for that company are handled by the same operator.
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New Filter for Invoice Items List
- A new “Linked to Job” filter has been added to the Invoice Items List Report, making it easier to identify which invoice items are connected to jobs — and which are not.
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New Filter for Shipment List Report
- The Shipment List Report now has a new “Declaration Status” filter, which allows you to quickly separate shipments with customs declarations from those without.
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MUCR Field Added to Import Declarations List
- You can now see the MUCR directly in the Import Declarations list page.
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New Authorisation Added to Logistics Settings
- A new authorization “368 - Can See Financial Details on Shipment List” has been added under Logistics Settings > Link Authorizations.
- Previously, the “Show Financial Details on Shipment List” setting under Logistics General Settings affected all users in your company. Now, you can grant access selectively by enabling the 368 authorisation only for users who should see financial data.
Quick Fixes
- When adding an estimated Sales/Cost invoice item, the predefined Sales/Cost unit prices will now automatically fill in the corresponding opposite invoice item when its checkbox is ticked — no more manual entry!
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Example: You’re adding a “Sales item”, but ticking the “Add Cost Item” as well. Then the invoice item’s cost unit price will show up automatically (previously you had to enter it manually) if it is already defined in Finance Settings > Invoice Items
- Previously, if an invoice number in Modaltrans matched an existing one in Zoho, the system would block the sync. Now, instead of rejecting it, Modaltrans will automatically match the invoice with the one in Zoho.
236 Tickets Completed!
Thanks to your valuable feedback, we’ve resolved 236 tickets over the past two weeks. As always, we welcome your questions, comments, or suggestions—please let us know via a ticket or live chat.