Hi All,
Here is everything you can now do to make your operations even more efficient this week:
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Sync Your Invoice Documents with Your Jobs Automatically!
- If you want the files uploaded to an invoice's Documents section to automatically appear in the related job’s Documents section, simply enable the "Show uploaded files from invoices on loadings" option in the Logistics General Settings:
- Once activated, you can access all invoice-related files directly from the Documents > Show Invoice Docs tab within the relevant job.
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Duplicate Your Invoice Lines Faster
- You can now speed up your financial data entry by copying existing invoice lines!
- You can easily copy your anticipated invoice lines within your jobs and the lines while creating an invoice from Accounting directly, allowing you to create multiple lines without having to re-type the same details manually.
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Get Instant Quotes from Courier Services!
- If you use Courier Services like UPS, AirMenzies and EasyPost, you can now get quotes directly during the Quotation stage as well as Booking process!
- Simply navigate to the Quote > Financials tab and use the "Get Quotes" option to pull live pricing from these services instantly.
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Enchanced Financial Authorizations
- Previously, a single authorization affected both Sales and Purchase Credit Notes, but we have now split these into two separate categories:
- You can activate your specific restrictions under Accounting Settings > Link Authorisations using the new codes: 716 and 717 for Sales Credit Notes, 806 and 807 for Purchase Credit Notes.
166 Tickets Completed
Thanks to your valuable feedback, we’ve resolved 166 tickets this week. As always, we welcome your questions, comments, or suggestions—please let us know via a ticket or live chat.