Hi All,
Back with a Massive Wave of Updates! It has been a while since our last major roundup, but we have been busy working behind the scenes to supercharge your platform, so let’s dive straight into everything you can now do to make your workflow smoother and more powerful this week:
-
Two-Factor Authentication (2FA) is Now Available!
- Add an extra layer of security to your MT account.
- Admins can now activate the "Two-Factor Auth" setting for colleagues by setting it to "E-Mail" option in Settings > Account Settings > Users.
-
Drag & Drop is Here for Quote & Invoice!
- You can now easily reorder your Quote and Invoice Lines using "Drag & Drop".
- Even better, this customised order will reflect in your generated quote and invoice documents!
-
Bulk Delete Anticipated Invoice Lines
- In the Invoice Items List Report, you can now delete multiple anticipated invoice lines at once!
- To use this feature, simply set the "Invoice Status" filter to "Non-Invoiced" option, then select the lines you want to remove and click on the bulk actions button to remove them all in one go.
-
Track ETAs and Deadlines
- A new "Deadline" column and filter are now available in the Shipments list!
- Any shipment where the ETA date has passed its Deadline date will display the deadline date in red. Plus, the filter will let you easily search for these shipments.
-
Decide How to Send Your Invoices to Xero
- Take full control over how your financial data transfers to your Accounting System!
-
When sending invoices to Xero, you can now choose whether to send them as Draft or Approved. If you prefer them to transfer as Approved every single time, simply enable the new "Send invoice to Xero as Approved" setting under Accounting General Settings.
-
Assign Tasks Across Logistics, Accounting, and Customs!
- The "Tasks" feature is now available across the Logistics, Accounting, and Customs modules, allowing you to easily assign Shipments and Invoices directly to your Operators in the Activity Feed of the records.
- Assigned users will be able to view their tasks on the top menu bar.
-
Bulk Import Invoice Lines via Excel!
- You can now speed up your invoicing process by uploading multiple invoice lines at once.
- When working on draft invoices, simply use the new file icon next to the "There are X anticipated invoice items pending" link to import your invoice lines using an Excel file.
-
Expanded Customs Reports!
- The new "Customs Declaration Container Report" is now available under Customs Reports, listing all containers from your customs declarations along with their total counts and related port information at a glance.
-
Filter Your Shipments by Invoice Type!
- The "Invoice Status" filter in the Shipments list now includes "Not Yet Invoiced (Duty/VAT)" and "Not Yet Invoiced (Sales Freight)" options, allowing you to quickly isolate and manage non-invoiced shipments by invoice type.
-
New Fields in Invoice Items List
-
"Departure Country" and "Arrival Country" columns are now added to the Invoice Items List Report.