Reconciliation
Export Financial Invoices to Xero (CSV)
Overview Use this guide to export Financial invoices from MachShip in a CSV format compatible with Xero. The export includes the minimum fields Xero requires for invoice import: Contact name, Invoice Number, Invoice Date, Due Date, Description, Qty, ...
How to Bulk set Consignments as Closed, On Hold and Invoice Pre Authorised
Below we will describe how a client can change and set the following consignment reconciliation statuses in bulk. Held for Reconciliation - This will be a consignment that has been flagged as requiring human input in order to reach a status of ...
Reconciliation Training - Freight Re-seller
This article will provide a simple end to end breakdown of how you can go about uploading your carrier invoices and analyse them for charge discrepancies. We will also advise on how you can go about dealing with these discrepancies either rejecting, ...
What are Tolerances and how can they be used as a Freight Reseller
When reconciling carrier charges there will likely be a point where investigating and claiming the charge difference will cost your business more than the discrepancy itself. In order to enable your team to easily recognise this, MachShip has allowed ...
How to manually create Consignments with unmatched invoices as a Freight Reseller
Unmatched invoice entries are invoice entries which MachShip is unable to automatically assign to a consignment. Users have options to reject these entries, manually accept the charge and create a consignment, use the entries details to create a new ...
How to put a Consignment on hold for Reconciliation or Invoicing
After the manifesting process, consignment details are set and a consignment cannot be edited in MachShip. We understand that changes may take place to the physical goods after manifesting and that this could potentially affect the price. In order to ...
How to take a Consignment Off Hold for Invoicing or Reconciliation
To take a consignment Off Hold for Invoicing or Reconciliation follow the steps below. Navigate to the balance screen This can be done in 2 ways. 1. Search for the consignment in the Active Consignments Page. Navigate to Create/ Manage drop-down, in ...