Your Ideas on improving CartonCloud

2 Vote

Invoices - Clear all charge status errors

When doing the invoices sometimes there can be 4 or 5 errors per invoice, instead of having to open each job and clear the error it would be great to be able to do it in bulk from the invoice screen and clear them in one go

Created 08 Feb 03:19

Invoice Summary

Already exists
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

Future consideration
1 Vote

Invoice errors - Storage

Currently, when encountering a storage error in an invoice, the process involves downloading the customer's product file, manually searching through it to identify the product responsible for the error, making necessary edits, and then reuploading...

Created 03 Dec 23:13

Billing

Future consideration
1 Vote

To remove all existing charges when a consignment charge errors

As a User if I create a consignment that charges correctly but then make a change that will cause a charge error, when that consignment gets added to an Invoice it will keep the previous charge but then apply a charge error. Instead of it keeping ...

Created 28 Nov 03:43

Billing / Invoice Summary / Rating / Transport / Transport Rate Cards

Planned
1 Vote

Applying Rates from Shipping Aggregator to Invoice WMS only (but as a freight charge) or without Zone Sets

As a User I would like to pull my rates from the shipping aggregator straight to Invoicing so I am then able to charge all Warehouse movements and Shipping costs via CC invoice. If I am a WMS only user without pack screen I am unable to charge cor...

Created 21 Nov 01:29

Accounting Software Integration / Billing / Invoice Summary / Transport Rate Cards

Future consideration
1 Vote

Update the Territory field when pushing invoice from Carton Cloud to Xero

In Xero, invoices have the Territory field. The Territory field in Xero will tell us which region the revenue belongs to. It makes our financial statements clearer. Eg: Customer A belongs to the NSW Depot and Customer B belongs to the QLD Depot. I...

Created 11 Oct 03:18

Accounting Software Integration

Future consideration
1 Vote

Show Consignment Data Custom Fields in Consignment Data Invoice Summary Tab

Like Service Type, other consignment data custom fields can influence consignment charging. For customers who are trying to reconcile charges from the Invoice Summary, at present they're unable to see the value of these custom fields, which means ...

Created 26 Sep 02:07

Invoice Summary

Future consideration
1 Vote

Additional Consignment Data on Xero Invoices

We would like to be able to see more of the consignment details on our Xero Invoices, rather than having to open up the supporting invoice summary document. An example is seeing the Delivery Address and the charge description, however ideally this...

Created 02 Aug 04:49

Accounting Software Integration

Future consideration
1 Vote

Link Contract detail with accounting software

We would to see the contact detail uploaded when a new contact is created when pushing through invoices information like the Address contact name and Email address. Additionally it would be idea to have a field for the company ABN

Created 13 Jul 01:22

Accounting Software Integration

Future consideration
2 Vote

Sales orders should be able to be invoiced the same period that the consignment has been delivered.

Sale orders packed on a Friday that are being dispatched on a Monday will show on a seperate invoice to the consignment. There should be an option to invoice both sales order and consignment when order is complete. Invoice reconciliation for small...

Created 01 Jun 05:22

Invoice Summary

Future consideration