Support a second liability account for third-party pass-through billing on Items and Services
Allow Items and Services set up for third-party billing to split pass-through liability charges across two liability accounts instead of just one, so amounts can be routed to the correct account when a single liability account isn't sufficient.
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...
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.
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.
Extend calculation methods to Standard/non-Freight charge types
Allow items/services classified as Standard or Other charges — not just Freight or Other Freight — to use the existing calculated-rate methods (weight, pieces, volume, container), so you don't have to reclassify or duplicate charge codes just to g...