Your Ideas on improving CartonCloud

8 Vote

Send data to Xero to validate invoice has been sent field

In Xero there is a option to send out an invoice reminder email. Currently CartonCloud does not send the notification to Xero to advise that the invoice was sent (invoices are sent only from the CartonCloud system). Can this confirmation be sent s...

Created 07 Apr 07:51

Accounting Software Integration

1 Future consideration
2 Vote

Customize the Invoice Summary

On the warehouse summary tab on the invoice add a column for total qty / total cost for items out, items in, total carton picks, wrapping etc. My customer had sent me an example of their request.

Created 08 Sep 03:48

Invoice Summary

0 Future consideration
3 Vote

Add Invoice number to Invoice Reply Email subject so that replies don't get put in same conversation.

Invoice email subject defaults to; "Your Invoice from {company name} is Now Available." Because the subject isn't unique replies to these invoice notification emails all get bundled together as being the same conversation in Outlook. Adding someth...

Created 25 Oct 01:11

Accounting Software Integration / Organisational Settings

0 Future consideration
6 Vote

Customisable and Automated Invoice Charges (Misc Charge)

We would like an option where we can create and automate a weekly invoice charge (in the Misc Charges section). Charges for things like, ongoing integration fees etc

Created 26 Aug 05:56

Billing

0 Future consideration
2 Vote

Xero - Mark as invoice sent within Xero when sent from CartonCloud

When emailing the Xero PDF via CartonCloud. The ability for it to mark the invoice as sent within Xero

Created 25 May 01:16

Accounting Software Integration / Billing

0 Future consideration
3 Vote

Send the invoice summary through to Xero

Is it possible to have the invoice summary send through to Xero when approving invoices so that invoices can be sent to customers through Xero?

Created 11 Jul 23:10

Accounting Software Integration

1 Future consideration
6 Vote

Consignment Note Fee placed within Details page of Customer Charges / Rate Cards

Currently in the details page on a customer charge or in a Rate Card a user can have a sales Order Fee, a Purchase Order Fee, but no consignment note fee.This fee would be available across Trackables & Non Trackables

Created 04 Feb 06:48

Billing / Consignment Entry / Operations / Rating / Transport

0 Future consideration
1 Vote

Capture History of when a Rate Card was assigned to a customer

As a Tenant, I would like to know when I assigned a Rate Card to a customer in the history. Sometimes a customer might have a new Rate Card and the charges may not relate to the New Rate card and that could be because the New Rate Card wasnt assig...

Created 28 Jan 23:52

Adhoc Charges / Billing / Handling Charges / Invoice Summary / Rating / Storage Charges / Transport Rate Cards

0 Future consideration
5 Vote

Ability to charge storage based on total volume

We charge customers based on the total volume that they use within the warehouse (for bulk goods etc). Currently there is no way to apply the one charge based on the aggregation of all items/volume that the customers stores. In the current process...

Created 13 Jul 00:19

Invoice Summary / Storage Charges

0 Future consideration
1 Vote

Bulk Export Charges Report additional data

The ability to add Filters to the Bulk Export Charges so we can see what warehouse and also hide what we dont want want. Similar to the Customer Stock Reports Filter, where we can add and remove columns

Created 08 Jan 00:58

Billing / Reports

0 Future consideration