Accounts Receivable - Missing Paperwork

1. To access the Receivables, all you have to do is select Accounting from left side menu and select Receivables

2. When opening the Receivables, you will be able to see analytics of all your Receivables which can be also shown by a certain time period.

Missing Paperwork's Tab

The Missing Paperwork Tab actually shows us all the invoices that are missing the mandatory paperwork by customer terms. 

If you are missing the paperwork, they will show up here. 

To process these invoices with the missing paperwork, all you have to do is to select the preferred invoice and upload the required document(s). 

3. In the bottom section you will see what is the missing document.

4. After you have acknowledged the missing document. You can ask your driver to scan the document and upload it through the Driver app, or send it directly to you email, which, then you'll set the Reference number, select the Document Type from the drop down menu, select the document type and attach the document. After you've finished with uploading all necessary document, you can hit Upload Documents. 

Alternative ways to add missing documentation

Through out the Documents page.

5. Head out to Documents page on the left hand side menu and click Add Document.

6. From there you will be prompted with a popup screen where you will enter the details of that document, such as Reference ID. 

7. Select the type of document from the drop down menu.

8. Attach it to the required shipment which you'll be able to find in the list from the drop down menu.

9. From there you'll get an additional field to attach required document to a stop.

10. You'll be able to add a note for that document and upload it. 

11. After you've done attaching documents and setting required fields, all you have to do is click on Upload Document

Other way of adding the documentation for the shipment is through out the Shipment view itself. 

Before you start adding documentation through out the Shipment view, take a look at your Missing Paperwork section and use the Shipment ID number as a reference.

12. Go to the Shipment tab and select Shipment History, enter your Shipment ID and click Search.

13. Once your Shipment is shown in the list, click on it, and go to Documents tab, from that side, you'll be able to see you missing shipment documents 

14. From there, all you have to do is press Add Document button,

which will prompt you a popup where you'll fill in the details about those documents, such as Reference,

select the document type, 

select the stop document is related to,

upload the document and press Add Document.

Success, you have uploaded the required document from the shipments view section.