Add "percentage of another charge" as a built-in rate calculation method, selectable for any charge — for example, a bunker charge calculated as a percentage of ocean freight, or a handling fee calculated as a percentage of total revenue.
Single charge code with simultaneous cost + revenue entry
Allow a single item/service (charge code) to calculate both cost and revenue directly in one entry, going beyond today's Resale Item mechanism — which creates a separate, automatically-linked resale item for the paired expense/income side — so man...
It would be helpful to have the ability to search shipments by manufacturer or MID. This would make it easier to locate older shipments when referencing them for a new shipment and comparing details.
WE WOULD LIKE TO BE ABLE TO SEARCH PAST SHIPMENT BY HTS NUMBER. WE DONT ALWAYS REMEMBER WHAT IMPORTER MAY HAVE IMPORTED THE SPECIFIC ITEM. IF WE ARE ABOUT TO SEARCH BY HTS WE CAN PULL UP SHIPMENTSABD COMPARE ENTRIES OR EVEN BE ABLE TO USE AN OLD E...
Add the option to email invoices and statements in Excel format, in addition to the current output, so customers can work with billing data directly in a spreadsheet without manual reformatting.
Merge invoice and supporting documents into a single customer billing package
Provide a way to merge an invoice with its supporting documents into a single consolidated package for the customer, instead of sending them as separate files.
Update existing shipments, invoices, and quotes via CSV
Support CSV updates to existing shipments, invoices, and quotes — not just creating new records — so bulk changes to already-created transactions can be made without re-entering data manually.
Assign the same task to multiple users simultaneously
We are using Tasks to escalate jobs, request additional details, and share important warnings within our team. Currently, when creating a Task, we can only assign it to a single user. In many cases, the same Task needs to be assigned to multiple t...
Scope and extend rate calculator to additional measurement bases
Add more rate calculation methods for charge codes — such as package, distance, shipment, container count (TEU), unit, and carrier commission — in addition to the current weight, pieces, volume, and container methods.
