Hi All,
We’re back with another round of updates to help you navigate the platform more smoothly!
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Weekly Accounting Summary is Here!
- Every Sunday, you'll now receive a Weekly Accounting Summary email showing the number of invoices and total amount sent to your accounting system over the past week.
- To start receiving it:
- Set your company’s accounting email in Finance General Settings > Financial Email.
- Optionally, if you’d like to receive this summary to your own user email, activate the "Weekly Accounting Summary" notification under Notifications > Finance Management.
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New “Import from Quote” Options
- You now have two import versions when using the “Import from Quote” feature in the Booking Financials:
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Default: Only the total amount is imported, with quantity fixed at 1.
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Detailed: Quantity, unit price, and total amount are all imported as defined in the quote.
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Refresh Button for Export Carrier Info
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Just like in NCTS and ENS declarations, a refresh button has now been added to the Carrier field in Export declarations.
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If you update any details related to the carrier, you can simply click this button to sync the latest information instantly. No need to reselect or reload manually!
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No More Invoice Items on Cancelled Shipments
- To help you maintain accurate financial records, invoice items can no longer be added to cancelled shipments. This prevents discrepancies and keeps your books clean and reliable.
141 Tickets Completed!
Thanks to your valuable feedback, we’ve resolved 141 tickets this week. As always, we welcome your questions, comments, or suggestions—please let us know via a ticket or live chat.