Invoicing
Supplier Invoice Reconciliation - Advanced
Review Invoice Prices Using Advanced Supplier Invoice Reconciliation SUMMARY / PURPOSE Use this article to manage supplier invoice discrepancies using the Advanced Import workflow. This covers the full reconciliation workspace (Import Admin tab), ...
Account Packages
Link Accounting Software to Transvirtual Summary/Purpose Use this article to connect Transvirtual with third-party accounting software and export invoice data for accounting and reconciliation. This guide explains how to connect supported accounting ...
Transport Additional Service Approvals
Transport Additional Service Approvals Use this article to review, approve, or reject Additional Services added to consignments before customer invoices are finalized. Overview Additional Services may require approval before customer invoices can be ...
Invoice Groups
Create Invoice Group Rules Use this article to: Create and manage Invoice Group rules that split consignments into multiple invoices for the same customer or agent within a single billing period. Overview Invoice Groups split consignments into ...
Invoice Export (EDI)
Invoice Export (EDI) Summary / Purpose Use this article to automatically export invoices from TransVirtual using EDI rules. This guide explains how to send approved and locked invoices to customers, agents, or linked accounting systems in formats ...
Supplier Invoice Reconciliation - Basic
Review Invoice Prices Using Supplier Invoice Reconciliation SUMMARY / PURPOSE Use this article to compare invoiced prices against system-calculated prices and resolve discrepancies. This guide explains how to import supplier or customer invoices and ...
Bulk Customer/Agent Invoice Actions
Invoice Mass Actions Use this article to approve or lock multiple invoices at once. Summary / Purpose Use this article to perform bulk actions on customer or agent invoices. This guide explains how to select multiple invoices and apply approval or ...
Invoicing
Invoicing Summary / Purpose Use this article to approve invoices, unlock approved invoices for editing, search for invoices, and understand invoice statuses and colour codes.This guide explains the approval workflow, how to make changes to locked ...