Invoices will be emailed via our accounting system, Xero, to the contact email we have on file. They will also be available to view and download in app. If you wish for your accounts department to be included on these emails, please let us know so we can include them.
Invoices can be found on the invoices page or within each individual shipment and will also be emailed to you via our accounting system, Xero. Imports, cross trades or domestic shipments will be invoiced 2 days prior to ETA and exports will be invoiced 3 days after ETD. There may be occasions when we will need to invoice additional costs, however we will inform you of these beforehand.
Assigning different access and permissions to users is easy and will allow you:
Better control Choose and manage the access given to each person interacting with platform.
Increased security Avoid granting unnecessary permissions to users, which can compromise the security of the shipments, lead to mistakes and end up costing a lot of money.
Customised experience Your whole team can now enjoy a personalised experience while using the platform, with clear and well-defined roles. Giving each team member the correct access level, helps them accomplish their tasks and be more efficient.
How does it work?
It’s simple – the Company Manager can create multiple user accounts in the Company’s profile and give each of them personalised access based on their role. With this feature, users can have full access to certain tabs while only being able to view others.
The user role specifics and functionalities are:
Company Manager This role has full access to the whole platform and is able to add, edit or delete any data related to the company, the users and the suppliers. It also allows access to reporting, finance and settings.
Member The Member role gives full access to quotes, shipments, schedules and dashboard, but has view-only access to company management and invoices per shipment.
Finance Manager The Finance Manager role can view the finance tab and the company overview tab, having full access only to the dashboard and the invoices.
Warehouse Manager Users granted a Warehouse Manager role are able to view the company management, quotes and shipments, so they can easily see the shipments that are due to arrive and the delivery estimates.