Hi All,
We’re kicking off the new year at full speed! This week brings a fresh set of powerful updates, smart improvements, and time-saving features to help you work even more efficiently. Let’s dive into the details:
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Shipment List Updates!
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"Shipper Name" and "Consignee Name" now appear in separate columns, instead of being merged into one.
- Each now displays their company address as well — right in the list view.
- And here’s a small upgrade you’ll love:
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Hover to view the full addresses,
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Click to copy key fields like Departure/Arrival Points and Shipper/Consignee Name and Address with a single tap.
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Container Selection Now Smarter for Pick-up & Delivery Transports
- We’ve made a small but powerful update to how you handle containers in Pickup & Delivery Transports:
- Previously, the "Container" field was free-text.
- Now, it’s a dropdown that lets you select from the containers already added to the booking.
- Once selected, the container details are automatically linked to your Pick-up & Delivery Transports.
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ELO Amendments Now Possible!
- You can now edit and resend your ELO records in some scenarios.
- Want to see how it works? Check out our updated guide here: When to Make Amendments on ELO
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Automatic Alerts for Unsent Invoices!
- If you’ve enabled automatic invoice sending to your accounting system and some invoices fail due to errors, you’ll now receive a notification email at the end of the day listing those unsent invoices.
- To start receiving these daily alerts, just add your preferred recipient address under Accounting General Settings > “Unsent invoice notification emails” field.
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Separate Unit Types for Cost & Sales in Quote Pricing
- In the Pricing & Terms step of your Quotes, you previously had a single Unit Type field when adding charges.
- Now, you’ll find separate Unit Type selections for both Cost and Sales.
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New CRM Report!
- You can now access the brand new "Company Financials Report" under the Sales & CRM Reports.
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Highlighting ETA Mismatches in Shipment List
- For users with tracking enabled, we’ve enhanced the visibility of ETA differences.
- If the Tracking ETA changes and no longer matches the ETA you manually entered in the shipment, the "Tracking ETA" will now appear in red on the Shipment List — making it easier to spot inconsistencies at a glance.
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New Filter Option in Profit & Loss Report
- You can now use the new "Exclude Shared Costs" filter in the Profit & Loss report.
- When selected, shared costs will be excluded from the Total Purchase, Total Sales and Profit and Loss columns.
- Please note that this will not affect the Total Purchase (Org) and Total Purchase (Org) columns.
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Restrict Editing of Company Due Dates
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The "410 - Can Edit Company Financial Info" authorisation already allows you to control who can update a company’s financial details.
- Now, with the new "440 - Can Edit Company Due Date" authorisation in the CRM Settings > Link Authorisations, you can specifically restrict users from editing only the due date field — without blocking access to other financial info.
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Quote Reference Now Shown on Invoice Notes
- When you generate an invoice for a job that converted from a quote, the related Quote Reference will now automatically appear in the invoice notes.
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New Field in Quotes
- In the Pricing & Terms step of your quotes, you’ll now find a new field: "Operation Rep."
- If someone other than the original user continues the quote process, you can use this field to indicate who’s responsible for the operations side.
- You’ll also be able to view this information later in Quote Overview > Other section.
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Invoice Line Query Notes – Now Searchable & Exportable!
- Remember our recent feature that allowed you to add Query Notes to invoice lines? You can now use the "Has Query Notes" filter in the Invoice Item List Report to quickly find invoice lines with Query Notes!
- When you export the report to Excel, these notes will be included.
- Furthermore, you can edit existing Query Notes or add new ones directly from the report by clicking "Add Query Notes" in the three dots on each line.
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Get Cleared Import Declarations with PDF Attachments!
- From now on, whenever an import entry is cleared, you can receive the notification email with the PDF file attached.
- Just tick the “With Attachment” checkbox in Notifications > Customs Notifications > "Customs Declaration is Cleared" > Notify Settings.
Quick Tip!
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Exclude Invoice Items from Profit & Loss Calculations
- If you’d like certain invoice items not to affect your Profit & Loss reports, you can now manage this easily:
- Go to Accounting Settings > Invoice Items and edit the relevant items to set the "Profit/Loss" field as "Listed out".
241 Tickets Completed!
Thanks to your valuable feedback, we’ve resolved 241 tickets this week. As always, we welcome your questions, comments, or suggestions—please let us know via a ticket or live chat.