tag:blogger.com,1999:blog-14882537488164139662024-03-19T13:00:21.320+05:30The TrakIT BlogThe latest updates, news, tips & tricks for the most awesome Logistics Workflow Management System.Unknownnoreply@blogger.comBlogger156125tag:blogger.com,1999:blog-1488253748816413966.post-22071843998786680962024-02-18T19:12:00.000+05:302024-02-18T19:12:04.181+05:30Automate Now!<p style="text-align: justify;">Did you know that you can set up TrakIT to automatically take any number of actions after an event occurs? Automation is one of the system's core features.</p><p style="text-align: justify;">Are you manually sending messages, documents, or reports to internal users, customers or vendors? Ask TrakIT Support to set up the system to automatically do what you need based on when you need it done.</p><p style="text-align: justify;"><br /></p><p></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEivadSaAGJA6LikXiUmD-NflzK6WiZrJzys70Hg6tSsowz1uHLDGjm3QBSc3T4C0fn5DEorvlw_JlqUuiNT4ZfvC4gupTZI48DAI7QVIeGvdqOkr-FDPhhkgVTO5Ym133t0RisfXL1t2CoEK-RsRSAIwuZawOJn9IGrczq3yY0TvXOVqvibLREIAJR_9XhG" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="509" data-original-width="441" src="https://blogger.googleusercontent.com/img/a/AVvXsEivadSaAGJA6LikXiUmD-NflzK6WiZrJzys70Hg6tSsowz1uHLDGjm3QBSc3T4C0fn5DEorvlw_JlqUuiNT4ZfvC4gupTZI48DAI7QVIeGvdqOkr-FDPhhkgVTO5Ym133t0RisfXL1t2CoEK-RsRSAIwuZawOJn9IGrczq3yY0TvXOVqvibLREIAJR_9XhG=s16000" /></a></div><div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: left;"><br /></div><div class="separator" style="clear: both; text-align: left;">Set up scheduled reports to send information to anyone based on specific filters.</div><div class="separator" style="clear: both; text-align: left;"><br /></div><div class="separator" style="clear: both; text-align: left;"><br /></div><div class="separator" style="clear: both; text-align: left;"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEgVuIoPBSP4HhESrdrqcrDrrn1A0X0TOwsvIja2W6c1thhww2iKqF4BTK1-_i-5JDGdpR9K64Chb7zCoUNOF-Kit9bsVBpyVP_dNgVUZ9v4n_17oCwG1Vyudl5fPrfl1qprkA6BVZRX0sBfvkBEKQC4BfIjTLW96klPDZYOnbwd0eLg00eJTDmgnO8NqWjN" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="525" data-original-width="553" src="https://blogger.googleusercontent.com/img/a/AVvXsEgVuIoPBSP4HhESrdrqcrDrrn1A0X0TOwsvIja2W6c1thhww2iKqF4BTK1-_i-5JDGdpR9K64Chb7zCoUNOF-Kit9bsVBpyVP_dNgVUZ9v4n_17oCwG1Vyudl5fPrfl1qprkA6BVZRX0sBfvkBEKQC4BfIjTLW96klPDZYOnbwd0eLg00eJTDmgnO8NqWjN=s16000" /></a></div><br /><br /></div><div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: justify;"><br /></div><div class="separator" style="clear: both; text-align: justify;">Automatically send notifications and messages, as well as post documents to other systems via API or FTP. If there is something you need to do automatically, let us know and we will implement it.</div><div class="separator" style="clear: both; text-align: justify;"><br /></div><div class="separator" style="clear: both; text-align: justify;">TrakIT also supports TrakIT-to-TrakIT communication and updates. And provides webhooks for other systems to update data in TrakIT. We develop and implement custom integrations with external systems such as terminals, port authorities, and finance systems using any kind of file exchange format. </div><p><br /></p>Connect with TrakIT Support to learn more.<br /><br /><p></p><div class="separator" style="clear: both; text-align: center;"><br /><br /></div><p></p>Unknownnoreply@blogger.comtag:blogger.com,1999:blog-1488253748816413966.post-76785210886892742052024-01-29T20:15:00.005+05:302024-01-30T14:33:37.704+05:30Get Finance Notifications<p style="text-align: justify;">With the latest update of TrakIT, you can now subscribe to the required notification for the Finance Module as well. This functionality is available for the sub-modules of Finance.</p><p class="MsoNormal"><span lang="EN-US">Go to System >
Email Notifications > Finance tab.<o:p></o:p></span></p><p></p><div class="separator" style="clear: both; text-align: left;"><div class="separator" style="clear: both;"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEgyNq36YadpkRdSV-OzSEjgqeT8KHIPgO-Q8cW2KjZL8OaFZt7H3dWRGWW8LhdnPrklxGFPuQqMUFtfrMm_BtvNBEeAm_4jclEZ6XXhJHMkCUB4m1RwU7BghKUs84DU4Se6Togtk4zEYfRoKnLFGUDQ6L9Ry_uq1yexG_SVnsd9frCrDAUAH0J6v9XvezKz" style="margin-left: 1em; margin-right: 1em;"><img data-original-height="674" data-original-width="733" height="589" src="https://blogger.googleusercontent.com/img/a/AVvXsEgyNq36YadpkRdSV-OzSEjgqeT8KHIPgO-Q8cW2KjZL8OaFZt7H3dWRGWW8LhdnPrklxGFPuQqMUFtfrMm_BtvNBEeAm_4jclEZ6XXhJHMkCUB4m1RwU7BghKUs84DU4Se6Togtk4zEYfRoKnLFGUDQ6L9Ry_uq1yexG_SVnsd9frCrDAUAH0J6v9XvezKz=w640-h589" width="640" /></a></div><br /></div><div class="separator" style="clear: both;"><br /></div><div class="separator" style="clear: both;">Notifications can be received in the form of email, chat, SMS or WhatsApp. A user can only subscribe for notifications for themselves. </div><div class="separator" style="clear: both;"><br /></div><div class="separator" style="clear: both;">For System Administrators, a list of all active users is displayed and the Admin can assign notifications for any user.</div><div class="separator" style="clear: both;"><br /></div><div class="separator" style="clear: both;">If the user has access to multiple companies, then the Company dropdown is enabled and displays the list of companies accessible for the selected User.</div><div class="separator" style="clear: both;"><br /></div><div class="separator" style="clear: both;">A user can only be subscribed for notification to any sub-module in case they have “Read” permission for that module. Otherwise, the checkboxes are disabled for that specific module.</div><div class="separator" style="clear: both;"><br /></div><div class="separator" style="clear: both;">Please note that SMS and WhatsApp notifications are enabled only if configured for your company and the selected user has their mobile number set in the user profile.</div><div class="separator" style="clear: both;"><br /></div><div class="separator" style="clear: both;">For any questions or concerns, please contact TrakIT Support.</div><div class="separator" style="clear: both;"><br /></div><div class="separator" style="clear: both;"><br /></div><div><br /></div><div><br /></div></div><br /><br /><p></p>Unknownnoreply@blogger.comtag:blogger.com,1999:blog-1488253748816413966.post-1591676163771520322023-12-02T12:16:00.005+05:302023-12-05T07:20:17.065+05:30Photos for Work Orders<div style="text-align: justify;"><div>From time to time, our customers need to store images of containers, goods, damages, equipment, etc., on TrakIT. Although it was previously feasible to upload photos under the Documents tab, accessing these images required downloading them again.</div><div><br /></div><div>In our most recent update, we've introduced a dedicated "Photos" tab within the Work Order. Users can now conveniently upload photos here, and they will be showcased in a gallery format, displaying all images as thumbnails. By clicking on a photo, users can easily view them in a slide-show format.</div><div><br /></div><div>Visual documentation through photos adds an extra layer of clarity and precision to the communication and record-keeping associated with each shipment. They can capture the condition of the container or truck at various stages, providing a visual history that can be crucial for dispute resolution, quality control, and accountability.</div><div><br /></div><div>Below is a preview of the newly added Photos tab:</div></div><div><br /></div><div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEiOJW2um2XW3OoMMuH2U40BOibAZDa_MgyGxOT-y15sS4xsjI2okuqSeI82r7JZXA6idsd5Y-Ofq9FI4A286AAW_Mi0rOojjFXpwr8so_eEdRW0ow9FG5Vc9eUqjBTzAlXfdD7WDHTamJ8dBp99-PSgdVFsCm7iGM28BXUyfE2inxMUXSWDV0WZ6u0sWP0z" style="margin-left: 1em; margin-right: 1em;"><img data-original-height="261" data-original-width="1025" height="162" src="https://blogger.googleusercontent.com/img/a/AVvXsEiOJW2um2XW3OoMMuH2U40BOibAZDa_MgyGxOT-y15sS4xsjI2okuqSeI82r7JZXA6idsd5Y-Ofq9FI4A286AAW_Mi0rOojjFXpwr8so_eEdRW0ow9FG5Vc9eUqjBTzAlXfdD7WDHTamJ8dBp99-PSgdVFsCm7iGM28BXUyfE2inxMUXSWDV0WZ6u0sWP0z=w640-h162" width="640" /></a></div><div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: left;">The title of each photo can be changed as required by clicking the title.</div><div class="separator" style="clear: both; text-align: left;"><br /></div><div class="separator" style="clear: both; text-align: left;"><br /></div><div class="separator" style="clear: both; text-align: left;"><b>Enabling Photos Tab</b></div><div class="separator" style="clear: both; text-align: left;"><b><br /></b></div><div class="separator" style="clear: both; text-align: left;">To enable the 'Photos' tab on a Work Order, a couple of steps need to be taken:</div><div class="separator" style="clear: both; text-align: left;"><br /></div><div class="separator" style="clear: both; text-align: left;">1) Enable on Workflow - Go to Admin > Workflow Management. Select the Workflow you need to enable photos on. Go to the "WO Tabs" tab. Select "Photos" and click Save.</div><div class="separator" style="clear: both; text-align: left;"><br /></div><div class="separator" style="clear: both; text-align: left;"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEgAmKadeP1XkHnMYzd2cNhTB6ZMT_3JM1Bh5G0QKThtMKethItSEqHeAtxjOW1eysnC2BQnj9HcwrF4_7MQu_L9kfkJ7XucvJjXofLqGfWzqsvDN3VxWjryfG1_HDvxZSuX-uOTMwDyaxfPhMfSBtftFTTyZnUL661vSV2uNL1VlqdCLfqeqBpjfvZmBu1h" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="226" data-original-width="239" src="https://blogger.googleusercontent.com/img/a/AVvXsEgAmKadeP1XkHnMYzd2cNhTB6ZMT_3JM1Bh5G0QKThtMKethItSEqHeAtxjOW1eysnC2BQnj9HcwrF4_7MQu_L9kfkJ7XucvJjXofLqGfWzqsvDN3VxWjryfG1_HDvxZSuX-uOTMwDyaxfPhMfSBtftFTTyZnUL661vSV2uNL1VlqdCLfqeqBpjfvZmBu1h=s16000" /></a></div><br /></div><div class="separator" style="clear: both; text-align: left;"><br /></div><div class="separator" style="clear: both; text-align: left;">2) Enable Role Permissions - Go to Admin > Role Management. Select the Role Customisation tab. Select a role that you need to provide access to. Under Operations > Work Orders, scroll to the bottom and select the permissions needed.</div><div class="separator" style="clear: both; text-align: left;"><br /></div><div class="separator" style="clear: both; text-align: left;"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEhs-2EycNZpnKn5gKtS4RBmpKvGSv1TuU_GOoU-7gCrg-aQmwbtvU8XzTBlsUYFkr6UIz48AwDe98X3OW8fMiIAlNzb_O0vuxEQFNC1bU7UvNiGlbfYiLcvlv79xRiL947rwXATHfhmrpRfeHQb4DQikTo5jptbyIMRRJErgBUqCSjqHpPIaHSNNNeKNm_3" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="118" data-original-width="331" src="https://blogger.googleusercontent.com/img/a/AVvXsEhs-2EycNZpnKn5gKtS4RBmpKvGSv1TuU_GOoU-7gCrg-aQmwbtvU8XzTBlsUYFkr6UIz48AwDe98X3OW8fMiIAlNzb_O0vuxEQFNC1bU7UvNiGlbfYiLcvlv79xRiL947rwXATHfhmrpRfeHQb4DQikTo5jptbyIMRRJErgBUqCSjqHpPIaHSNNNeKNm_3=s16000" /></a></div><br /><br /></div><div class="separator" style="clear: both; text-align: left;">As this is a new feature, we are eager to hear your feedback on this. Please let us know if you face any issues while using the Photos tab.</div><div class="separator" style="clear: both; text-align: left;"><br /></div><br /><br /></div><div><br /></div><div><br /></div>Unknownnoreply@blogger.comtag:blogger.com,1999:blog-1488253748816413966.post-67104940454225968362023-09-09T06:53:00.000+05:302023-10-05T06:53:41.164+05:30TrakIT for Canadian Freight Forwarders!<p style="text-align: justify;">As we continue to navigate the evolving landscape of the logistics industry, embracing technology and innovation becomes essential. TrakIT is excited to share insights from a strategic market analysis in Canada, highlighting the immense potential for freight forwarders to streamline their operations <span style="text-align: left;">and achieve unparalleled efficiency.</span></p><p><br /></p><p><b>Canadian Market Insights</b></p><p style="text-align: justify;">In our recent analysis, we discovered that the Canadian logistics industry is rapidly embracing digital solutions. With a robust and growing trade network, freight forwarders in Canada are seeking cutting-edge technologies to optimize their workflows, improve customer service, and stay ahead of the competition.</p><p><br /></p><p><b>How TrakIT is Making a Difference</b></p><p style="text-align: justify;">TrakIT, our comprehensive logistics workflow management software, is tailored to address unique challenges faced by freight forwarders. From real-time tracking, customized processes and automation to customizable reporting, customer/vendor portals and 24/7 accessibility, TrakIT empowers businesses to drive operational excellence and elevate customer satisfaction.</p><p><br /></p><p><b>Key Benefits of TrakIT for Canadian Freight Forwarders</b></p><p></p><ul style="text-align: left;"><li>Completely customizable: Build your software functionality based on your business processes rather than the other way around.</li><li>Efficient Workflow and Automation: Streamline processes and reduce manual efforts, ensuring smooth and seamless operations.</li><li>Trigger any number of actions automatically at any step – Email, SMS, WhatsApp, hit an API, save to FTP, sending documents and much more.</li><li>Data-Driven Decisions: Leverage real-time analytics and dashboards for informed decision-making and strategic planning.</li><li>Global Connectivity: Stay connected and in control, anytime and anywhere, enhancing your reach and capabilities.</li><li>Increasing Operational Efficiency: Delegate all routine, repetitive tasks to TrakIT.</li><li>Custom Interfaces: Interface with port authorities, shipping lines, finance systems, GPS vendors or any other API-capable systems.</li></ul><p></p><p><b><br /></b></p><p><b>Join the Digital Transformation</b></p><p style="text-align: justify;">Embrace the future of freight forwarding with TrakIT. Discover how our software can revolutionize your operations and position your business for success in the Canadian market.</p><p style="text-align: justify;">sales@trakit.in </p>Unknownnoreply@blogger.comtag:blogger.com,1999:blog-1488253748816413966.post-4772245854000338642023-07-01T17:27:00.002+05:302023-09-29T15:49:12.222+05:30Vendor Management & Billing<p style="text-align: justify;">Did you know that you can ask your vendors to upload their bills directly in TrakIT? And you can approve or reject them? Let's take a look at how this can be done.</p><p><br /></p><p><b>Vendor Expense Linking</b></p><p style="text-align: justify;">A vendor is an entity that is providing services to your company. If you are using the finance module of TrakIT, then you register the expenses related to the shipment under the Job Finance page. These expenses (or disbursements) can then be linked to the billing party (vendor).</p><p>Below is an example of how income and expenses look.</p><p></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEiNnSdx2wN-uWPkfybA3C-fd2L9m6-ahfi2OZFrcicUYbpRNwGH2BTS2iUUK9ElzZAiJplqfHh1fpEEvorpQ7dL768u0YkKYOwIlr3JTPk8SPXa8KwLcEbgbJTUWdJiriQ4-Wbnjdxq5r8FRL3rZdhSnmywrEit9YC-DaN8xzF-ZhB1QrjbfEkZg6ObObqI" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="346" data-original-width="1163" height="190" src="https://blogger.googleusercontent.com/img/a/AVvXsEiNnSdx2wN-uWPkfybA3C-fd2L9m6-ahfi2OZFrcicUYbpRNwGH2BTS2iUUK9ElzZAiJplqfHh1fpEEvorpQ7dL768u0YkKYOwIlr3JTPk8SPXa8KwLcEbgbJTUWdJiriQ4-Wbnjdxq5r8FRL3rZdhSnmywrEit9YC-DaN8xzF-ZhB1QrjbfEkZg6ObObqI=w640-h190" width="640" /></a></div><br /><div style="text-align: justify;">The Entity column displays the billing party or vendor for the expenses registered. If a Bill has been received and/or validated, it is displayed under the Inv/Bill column.</div><p></p><p><b><br /></b></p><p><b>Vendor Registration</b></p><p>If you would like to provide access to your vendor to be able to upload bills directly in TrakIT, you will first need to create a user profile and then link the user to the Entity that represents the vendor.</p><p>1) Go to Admin > User Management > External tab.</p><p>2) Create a new user. A welcome email with credentials will automatically be sent to the email address provided.</p><p></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEjoYLYIhFu9eJ0BShEgwWM3nZh5H0llfMxEs6WuF_12QDKGnQENgXd9EM9TkuDHgcLTf0YedTtZmBmE6_qs4XRgbE8bGVV2rIthgxBxp6at9E8StILp2LwQE7TSx2HR_LzjsWIC-f6fsOkWIM-7RA0nmhuvTpmKdXblQwKdf0XtSBnms232cZU6o4Qprdkg" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="261" data-original-width="1321" height="126" src="https://blogger.googleusercontent.com/img/a/AVvXsEjoYLYIhFu9eJ0BShEgwWM3nZh5H0llfMxEs6WuF_12QDKGnQENgXd9EM9TkuDHgcLTf0YedTtZmBmE6_qs4XRgbE8bGVV2rIthgxBxp6at9E8StILp2LwQE7TSx2HR_LzjsWIC-f6fsOkWIM-7RA0nmhuvTpmKdXblQwKdf0XtSBnms232cZU6o4Qprdkg=w640-h126" width="640" /></a></div><br />3) After creating the user, go to the Linked Entities tab and click 'Add Entity'.<p></p><div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEigL97o_LB7W8cDaj6uOAUiJ7tcp2dpmZvl-qQIqGxHFNmZh5Wtko9gk-LCvo-WZToAENq4umIoRRr-QwXGSYrA8q1L7s_oWoUlOVhpoDWhyy-rUkTiJJlHfwDgfU4AVEFfOGG3fnat2q85AUH9EcE0oRLpsEiBO-Sjob5x807gQYibHkslszRDWooNnn1X" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="320" data-original-width="497" height="206" src="https://blogger.googleusercontent.com/img/a/AVvXsEigL97o_LB7W8cDaj6uOAUiJ7tcp2dpmZvl-qQIqGxHFNmZh5Wtko9gk-LCvo-WZToAENq4umIoRRr-QwXGSYrA8q1L7s_oWoUlOVhpoDWhyy-rUkTiJJlHfwDgfU4AVEFfOGG3fnat2q85AUH9EcE0oRLpsEiBO-Sjob5x807gQYibHkslszRDWooNnn1X" width="320" /></a></div><div><br /></div>4) Once the Entity is linked, you can switch to the Access Control tab to select which menus should be available to the user.<br /><br /></div><div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEh6WPL21r8OnWO1XwuNr0ZSIfvOOMqpUi_BeVM9Ig1WenzOOdmYx7YAnYnOvy2XlkPpfW5wYGczQmmGHo7r_mp0ZVuKvaAVNB8sse06mYFjr2HSlpfEN6RL_WX1uSLLwUTGNlCoPWi4SwCS5XjxqPmYqYNlVkENNx-l8qw5dSmIKE5gMlDdC66gx9AR3oiX" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="245" data-original-width="353" height="139" src="https://blogger.googleusercontent.com/img/a/AVvXsEh6WPL21r8OnWO1XwuNr0ZSIfvOOMqpUi_BeVM9Ig1WenzOOdmYx7YAnYnOvy2XlkPpfW5wYGczQmmGHo7r_mp0ZVuKvaAVNB8sse06mYFjr2HSlpfEN6RL_WX1uSLLwUTGNlCoPWi4SwCS5XjxqPmYqYNlVkENNx-l8qw5dSmIKE5gMlDdC66gx9AR3oiX=w200-h139" width="200" /></a></div><br /><br /></div><div><b>Vendor Portal</b></div><div><b><br /></b></div><div>Once the vendor receives their credentials via email, they will be able to sign-in to TrakIT. On the Bills page, they will be able to add a new bill.</div><div><br /></div><div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEiyl0aYD1c8H6CjCGtnNBOI9_g20uXJZSC81G8DMEkjStdW1vJ8GLruBx0BIjq59ghavehaUXCuovVSeewP_DCysK1Re405XEcC9nvZ6U0CrpzyiZEPEterQ-sRWALv130Ujne7Q6dWXfe-Pc-_vmSARBkeCP0ba92Erko0gmXkjKdQAitZe6pgSQDIkI7-" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="478" data-original-width="1271" height="240" src="https://blogger.googleusercontent.com/img/a/AVvXsEiyl0aYD1c8H6CjCGtnNBOI9_g20uXJZSC81G8DMEkjStdW1vJ8GLruBx0BIjq59ghavehaUXCuovVSeewP_DCysK1Re405XEcC9nvZ6U0CrpzyiZEPEterQ-sRWALv130Ujne7Q6dWXfe-Pc-_vmSARBkeCP0ba92Erko0gmXkjKdQAitZe6pgSQDIkI7-=w640-h240" width="640" /></a></div><div><br /></div><div>After creating the bill, the vendor has the option of adding more supporting documents or modifying the bill fields before finally submitting it.</div><div><br /></div>The vendor can also see a list of all bills submitted and their approval status.<br /><br /></div><div><br /></div><div><b>Approval & Rejection</b></div><div><br /></div><div>Once the vendor uploads the bill, it appears under the Finance > Bills page as a Submitted Bill.</div><div><br /></div><div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEhEbaA_9QYBxRH7DkNCPmus-r9UJhoBgMgNRMq2n4P13Jmzx6Ggl_Tr0DxLMZV3Mv4b8MMOcEmvoyqRkniYNSfk0xifZr7971gPTb6fzKU6TxBWthEBKTqWp6VB_X9dkepgyN4jHbkAbbGNM2wlRRGahOFbrLGOuX_o0XjAlxZMmLtuPPapl2CXdK8do6dC" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="461" data-original-width="1120" height="264" src="https://blogger.googleusercontent.com/img/a/AVvXsEhEbaA_9QYBxRH7DkNCPmus-r9UJhoBgMgNRMq2n4P13Jmzx6Ggl_Tr0DxLMZV3Mv4b8MMOcEmvoyqRkniYNSfk0xifZr7971gPTb6fzKU6TxBWthEBKTqWp6VB_X9dkepgyN4jHbkAbbGNM2wlRRGahOFbrLGOuX_o0XjAlxZMmLtuPPapl2CXdK8do6dC=w640-h264" width="640" /></a></div><br /><div style="text-align: justify;">There are options to Accept, Reject or Delete the bill submitted by the vendor. On acceptance or rejection, an email is sent to the vendor notifying them of the same.</div></div><div><br /></div><div style="text-align: justify;">Once a bill is accepted, it can be used in the normal way by assigning expense accounts and then validating the bill.</div><div style="text-align: justify;"><br /></div><div style="text-align: justify;"><br /></div><div style="text-align: justify;"><br /></div><div style="text-align: justify;">For any questions or concerns, please contact the TrakIT Support team.</div>Unknownnoreply@blogger.comtag:blogger.com,1999:blog-1488253748816413966.post-43992241914288819502023-05-26T15:55:00.006+05:302023-05-26T19:06:50.601+05:30Container Yard Management<p>TrakIT allows you to place containers in a container yard according to the standard bay, row, and tier system. But before you can do this, you must set up the yard correctly.</p><p><b>Setting Up the Yard</b></p><p>As the first step, the yard can be created via Admin > Masters > Warehouses & Yards. Click on the 'Create' button and enter the details for the yard. Make sure 'Container Yard' is selected as the type.</p><p></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEh-JjkBns-GxlD_AuZqt4YnnJ9DYQ02FQmmWihJTeQw7tacKodd6VobLYKhx6fKctjASqPKH6TmkdkAsVJlDqlArp1ObBmxdqJIen_z-WIpL_l5ZXcgqaMnUhI9GbaIDVGlXhvxulUe2r431jE0Z9ZzZp2UsdfQI-6BgEcVsxUU95mNjJ9h1rb0zZgpBg" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="493" data-original-width="506" src="https://blogger.googleusercontent.com/img/a/AVvXsEh-JjkBns-GxlD_AuZqt4YnnJ9DYQ02FQmmWihJTeQw7tacKodd6VobLYKhx6fKctjASqPKH6TmkdkAsVJlDqlArp1ObBmxdqJIen_z-WIpL_l5ZXcgqaMnUhI9GbaIDVGlXhvxulUe2r431jE0Z9ZzZp2UsdfQI-6BgEcVsxUU95mNjJ9h1rb0zZgpBg=s16000" /></a></div><div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: justify;">Once the Yard is created, select it to create one or more "Areas" within the Yard.</div><div class="separator" style="clear: both; text-align: justify;"><div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: center;"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEjIzzK5AZwJKetAh44ORlwhHZfygmL2D60Jajwbo0CEFgh7A1ndjMa1VnziCMclA5YNH12rNtzszzu-8Oejkyfe9insM5RMSGIzasf5OMF3Bv-1poQlY6AKpqljDMZ6tDqWUwgbOQBv-GwvS9x0DAEnWOaEry9fW86FtECNffsqSkyEq1oN3PCeIrH6Sw" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="213" data-original-width="374" src="https://blogger.googleusercontent.com/img/a/AVvXsEjIzzK5AZwJKetAh44ORlwhHZfygmL2D60Jajwbo0CEFgh7A1ndjMa1VnziCMclA5YNH12rNtzszzu-8Oejkyfe9insM5RMSGIzasf5OMF3Bv-1poQlY6AKpqljDMZ6tDqWUwgbOQBv-GwvS9x0DAEnWOaEry9fW86FtECNffsqSkyEq1oN3PCeIrH6Sw=s16000" /></a></div><div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: justify;">If there are areas where containers are just placed ad-hoc without the need for numbering the location, just select 'No Positioning' for the area. E.g. Stuffing/Un-stuffing Areas, Maintenance/Repair Areas, etc.</div><div class="separator" style="clear: both; text-align: justify;"><br /></div><div class="separator" style="clear: both; text-align: justify;">Once an area is created and selected, you will be able to define the structure of the area in terms of the number of bays, rows and tiers available in the area.</div><div class="separator" style="clear: both; text-align: justify;"><br /></div><div class="separator" style="clear: both; text-align: justify;"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEj3DTckBPTdAJA32y9KtW6DPTWH3ESBywjmenqNUEGC6UcUi2LlaSG0T1Qpj1C-IbRzPTeHEJMcJiC1ApgeSTOYrMXAYaXJzTTHeHfl4FBH_vVlWy3AJWN0wHOhSIxzOhocMv5Q_ljCBSB0I0Ytx3GmXn8-gr9ik4GOCwWnYejdAtkfmx89AKr4mpPPgw" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="266" data-original-width="1327" height="128" src="https://blogger.googleusercontent.com/img/a/AVvXsEj3DTckBPTdAJA32y9KtW6DPTWH3ESBywjmenqNUEGC6UcUi2LlaSG0T1Qpj1C-IbRzPTeHEJMcJiC1ApgeSTOYrMXAYaXJzTTHeHfl4FBH_vVlWy3AJWN0wHOhSIxzOhocMv5Q_ljCBSB0I0Ytx3GmXn8-gr9ik4GOCwWnYejdAtkfmx89AKr4mpPPgw=w640-h128" width="640" /></a></div><br />You may also select specific slots and disable the slots where containers can't be placed. Each slot is a twenty-foot slot where a 20' container can be placed. A 40' container will cover 2 adjacent slots.</div><div class="separator" style="clear: both; text-align: justify;"><br /></div><div class="separator" style="clear: both; text-align: justify;">Once the configuration is completed for all zones, you can place containers in the yard.</div><div class="separator" style="clear: both; text-align: justify;"><br /></div><div class="separator" style="clear: both; text-align: justify;"><b><br /></b></div><div class="separator" style="clear: both; text-align: justify;"><b>Placing Containers</b></div><div class="separator" style="clear: both; text-align: justify;"><br /></div><div class="separator" style="clear: both; text-align: justify;">Placing a container in a yard is simply a matter of entering the position code of the container. The position of a container is designated as Zone-Bay-Row-Tier. </div><div class="separator" style="clear: both; text-align: justify;"><br /></div><div class="separator" style="clear: both; text-align: justify;">In the Work Order page with the container, open the WO menu and select Yard Position.</div><div class="separator" style="clear: both; text-align: justify;"><br /></div><div class="separator" style="clear: both; text-align: justify;"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEjdghr_oe4gfjgiZmmauOpdpbBowxyfxoSC6UxOxhTwqVz1uIm2l4iDAM-seWy1-DE5ufYocvd_m13YITHnFwvlJ_4z_hMk3CK0kBI8IbudzfkVZMacSBx4TMz3ZzEQIEio2XRFodzxXtX2GNeisWjXOOX8GB4e7Fyl_AyduZqTSC71MwUB6Sqr6e7UyQ" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="202" data-original-width="550" height="148" src="https://blogger.googleusercontent.com/img/a/AVvXsEjdghr_oe4gfjgiZmmauOpdpbBowxyfxoSC6UxOxhTwqVz1uIm2l4iDAM-seWy1-DE5ufYocvd_m13YITHnFwvlJ_4z_hMk3CK0kBI8IbudzfkVZMacSBx4TMz3ZzEQIEio2XRFodzxXtX2GNeisWjXOOX8GB4e7Fyl_AyduZqTSC71MwUB6Sqr6e7UyQ=w400-h148" width="400" /></a></div><div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: justify;">When a container is placed at a location, TrakIT will ensure that the location is valid according to certain rules:</div><div class="separator" style="clear: both; text-align: justify;"><br /></div><div class="separator" style="clear: both; text-align: justify;"><ul><li>A 20' container must be placed on the ground or on top of a 20' container only</li><li>A 40' container must be placed on the ground, on a 40' container, or on two adjacent 20' containers</li></ul></div><div class="separator" style="clear: both; text-align: justify;"><br /></div><div class="separator" style="clear: both; text-align: justify;">Similarly, when removing a container, TrakIT ensures the container can only be removed if it is permissible to do so.</div><div class="separator" style="clear: both; text-align: justify;"><br /></div><div class="separator" style="clear: both; text-align: justify;">When a Work Order has a container that is placed in a yard, it is not possible to change the container number.</div><div class="separator" style="clear: both; text-align: justify;"><br /></div><div class="separator" style="clear: both; text-align: justify;">Reports for the complete container positioning can be created via Workflow, Advanced or Query Reports.</div><div class="separator" style="clear: both; text-align: justify;"><br /></div><div class="separator" style="clear: both; text-align: justify;"><br /></div><div class="separator" style="clear: both; text-align: justify;">For any questions or clarifications, please contact TrakIT Support.</div><div class="separator" style="clear: both; text-align: justify;"><br /></div><br /><br /></div><div class="separator" style="clear: both; text-align: justify;"><b><br /></b></div><br /><br /></div><div class="separator" style="clear: both; text-align: center;"><br /></div><br /><br /></div><br /><br /><p></p>Unknownnoreply@blogger.comtag:blogger.com,1999:blog-1488253748816413966.post-17890811252622383972023-05-04T16:12:00.002+05:302023-05-05T18:49:42.791+05:30Invoice Reversal and Credit Notes<p style="text-align: justify;">It may be possible that an invoice has been issued wrongly or with incorrect amounts. Once the invoice is posted to the finance system, it is usually not possible to reverse this process. In such a case, a Credit Note must be issued for correcting the situation.</p><p style="text-align: justify;">Invoice reversal basically involves creating Credit Notes of the reversal amount. There may be two possibilities:</p><p><b><br /></b></p><p><b>Reversing the Whole Invoice</b></p><p style="text-align: justify;">In case, the invoice was issued wrongly and the entire amount needs to be reversed, TrakIT offers a shortcut way to reverse the entire invoice. There is a button 'Reverse Invoice' available on the Invoice page.</p><p></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEh6JQA9ceYJW5DVXWjTtw2LpgGWzVQjs78sE_KMUGEBTs3qdqYB4jmo6svBUTvjdqb3JOtjN1jkjnZY9rxXn2Oa9DcFLNf_NGD3UTtq8MbmqGZ14SjbP5E3H2Ou80hQ1pEukAc4Rd2XJrEFmKUo3kcUEDp7BPIqP1fL-3cXMc8aFRvMjKiYz3KRTxfpLw" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="59" data-original-width="390" height="48" src="https://blogger.googleusercontent.com/img/a/AVvXsEh6JQA9ceYJW5DVXWjTtw2LpgGWzVQjs78sE_KMUGEBTs3qdqYB4jmo6svBUTvjdqb3JOtjN1jkjnZY9rxXn2Oa9DcFLNf_NGD3UTtq8MbmqGZ14SjbP5E3H2Ou80hQ1pEukAc4Rd2XJrEFmKUo3kcUEDp7BPIqP1fL-3cXMc8aFRvMjKiYz3KRTxfpLw" width="320" /></a></div><p><br /></p>Clicking this button brings up the following popup:<p></p><p><br /></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEhuQKVqVCfC3kjKte_NxFv2NoBPF6Vx50n-HQ7ON4qQV2Wy0DMkBXyPnF_NFBJqgf-PNUi-nOKP81dc9srThCn1JozeQneFwFS7IB6KV_rI-JFmqwILM08mQeWlo3B0kxGbCGxd0H8LcPOsleIyo2Nsx0YTjJWaDxiJv4iF8FEaanaLlRyRNbLNRx5aYw" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="482" data-original-width="424" height="400" src="https://blogger.googleusercontent.com/img/a/AVvXsEhuQKVqVCfC3kjKte_NxFv2NoBPF6Vx50n-HQ7ON4qQV2Wy0DMkBXyPnF_NFBJqgf-PNUi-nOKP81dc9srThCn1JozeQneFwFS7IB6KV_rI-JFmqwILM08mQeWlo3B0kxGbCGxd0H8LcPOsleIyo2Nsx0YTjJWaDxiJv4iF8FEaanaLlRyRNbLNRx5aYw=w352-h400" width="352" /></a></div><div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: justify;">After selecting the Credit Note template and reason for reversal, TrakIT will perform the reversal as mentioned in the steps. The reversal cannot be undone.</div><div class="separator" style="clear: both; text-align: justify;"><br /></div><div class="separator" style="clear: both; text-align: justify;">Invoice Reversal <u>is just a shortcut</u> to automate the whole reversal process. The same steps can be performed manually as well.</div><div class="separator" style="clear: both; text-align: justify;"><br /></div><div class="separator" style="clear: both; text-align: justify;"><br /></div><div class="separator" style="clear: both; text-align: justify;"><b>Reversing Invoice Partially Only</b></div><div class="separator" style="clear: both; text-align: justify;"><b><br /></b></div><div class="separator" style="clear: both; text-align: justify;">In case only a part of the invoice needs to be reversed, the user must do the following:</div><div class="separator" style="clear: both; text-align: justify;"><br /></div><div class="separator" style="clear: both; text-align: justify;"><ol><li>Create one or more <i>Income</i> accounts on the shipment with <i>negative</i> values matching the amounts to be refunded.</li><li>Create a new Credit Note under the Invoices tab and add these accounts to the Credit Note.</li><li>Once satisfied with the Credit Note preview and amount, the Credit Note can be approved and finalized.</li></ol></div><div class="separator" style="clear: both; text-align: justify;"><br /></div><div class="separator" style="clear: both; text-align: justify;"><br /></div><div class="separator" style="clear: both; text-align: justify;"><br /></div><div class="separator" style="clear: both; text-align: justify;">For any questions or clarification, please contact TrakIT Support.</div><br /><br /><p></p>Unknownnoreply@blogger.comtag:blogger.com,1999:blog-1488253748816413966.post-73723986873400049042023-03-08T20:29:00.000+05:302023-03-08T20:29:02.420+05:30Analyse your Job Profitability<p>With the latest update of TrakIT, a new "Analyse" tab has been added to the Job Finance page. This tab allows users to view the summary of the shipment finance based on preset views.</p><p>The following views are available, along with an example of each.</p><p><br /></p><p><b>Account Master Summary</b> - The information is grouped as per the Account Masters. Each account master present in the accounts tab is summarised.</p><p></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEgUFi-yxUSu4kuG48OrQD4ifAdjBJswpaBkPu_jQ85_GAdxFPHWgsKLFmJZaPB9zhocMUJGEMtuJiostCBReIhZ3XRQiESR6C2YLx6sVImythvs4C1FteppzoXVzD21uye_2K1HtMZqvMcgV7N4StdEGlQO857rW2XAWt39V_Ewpl_Kx6RISPoP4wHJFw" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="130" data-original-width="831" height="100" src="https://blogger.googleusercontent.com/img/a/AVvXsEgUFi-yxUSu4kuG48OrQD4ifAdjBJswpaBkPu_jQ85_GAdxFPHWgsKLFmJZaPB9zhocMUJGEMtuJiostCBReIhZ3XRQiESR6C2YLx6sVImythvs4C1FteppzoXVzD21uye_2K1HtMZqvMcgV7N4StdEGlQO857rW2XAWt39V_Ewpl_Kx6RISPoP4wHJFw=w640-h100" width="640" /></a></div><br /><br /><p></p><p><b>Account Category Summary</b> - The information is grouped as per the category of the Account Masters. Each category is presented per row.</p><p></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEhxdorHga6JCQmbsyeo9kgYe1wK6wpKlzQ79OTjBqxqgDRkxdpiw6wJDvWTSps7rgUOg-sj-JAyVqdn4E5tFti2BqP3wP6BlvQpTAgk41SPYuh01Gf2zSJAVPDoRcNWZ_GsKC8f7jNJD4vPOBZVJJAxI7qGrRiuUI9R0IG9PDghgTwwUl_OUHm7tmBGNA" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="149" data-original-width="811" height="118" src="https://blogger.googleusercontent.com/img/a/AVvXsEhxdorHga6JCQmbsyeo9kgYe1wK6wpKlzQ79OTjBqxqgDRkxdpiw6wJDvWTSps7rgUOg-sj-JAyVqdn4E5tFti2BqP3wP6BlvQpTAgk41SPYuh01Gf2zSJAVPDoRcNWZ_GsKC8f7jNJD4vPOBZVJJAxI7qGrRiuUI9R0IG9PDghgTwwUl_OUHm7tmBGNA=w640-h118" width="640" /></a></div><br /><p></p><p><b>Work Order Profitability</b> - This view displays the profitability of each work order in the job seperately.</p><p></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEhvhXsRyWcxAIJDVEuBHd480avg3kgdHnB-gMohM5019jhAG_2_0i2CSw-gjkwp3oTSAYDKcH-4YVMa_S-ygy9FsyN4utMaLPyukumfk-0X7AXVC8Pse2dNaQRA_h9COIVAUzCG8uqWdVf-gCPz9Znc_84v-6Wgs4XLqfpAIdYt0p03k5L6dnhIY-wXfA" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="275" data-original-width="1022" height="172" src="https://blogger.googleusercontent.com/img/a/AVvXsEhvhXsRyWcxAIJDVEuBHd480avg3kgdHnB-gMohM5019jhAG_2_0i2CSw-gjkwp3oTSAYDKcH-4YVMa_S-ygy9FsyN4utMaLPyukumfk-0X7AXVC8Pse2dNaQRA_h9COIVAUzCG8uqWdVf-gCPz9Znc_84v-6Wgs4XLqfpAIdYt0p03k5L6dnhIY-wXfA=w640-h172" width="640" /></a></div><br /><br /><p></p><p>Each of the views can be exported to Excel if required. </p><p>For any questions or clarifications, please contact TrakIT Support.</p>Unknownnoreply@blogger.comtag:blogger.com,1999:blog-1488253748816413966.post-79867968836822177942022-09-23T13:12:00.004+05:302022-09-23T14:24:43.956+05:30Upcoming Changes to Advanced, Query and Workflow Report Access<p style="text-align: justify;">TrakIT has the capability to allow users to build a wide variety of reports and automate the delivery of these reports at their convenience. Currently, such reports are accessible to all users who have access to the relevant workflows or companies.</p><p style="text-align: justify;">With data security becoming an ever-increasing factor in online systems, and to keep TrakIT up to date with security and compliance requirements, access to reports will be changed in a series of updates.</p><p style="text-align: justify;">The main changes to be implemented are listed below:</p><p style="text-align: justify;"><b>1) Report Owner</b></p><p style="text-align: justify;">Every report will now belong to a user called the "Report Owner". A report will be accessible and modifiable only by the Report Owner or a System Administrator. This user shall be the responsible person for the report - this includes creation, adding fields, modifying subscriptions, setting recipients, etc. No other user (except SysAdmins) shall be able to make any changes to the report.</p><p style="text-align: justify;">The creator of a report shall automatically become the owner. The owner (or SysAdmin) may also transfer the ownership of a report to another user.</p><p style="text-align: justify;">Changes requested by a user for a report shall have to be approved by the Report Owner or a SysAdmin.</p><p style="text-align: justify;"><b>2) User Access Control - Manual Reports</b></p><p style="text-align: justify;">For reports that are generated manually, the Report Owner <i>must</i> provide access to other users to be able to download/preview the report. Such access can be granted or revoked as needed to specific users. Users with access can only generate/download the report. No changes can be made to the report itself.</p><p style="text-align: justify;">Access will be granted to users at the subscription level.</p><p style="text-align: justify;"><b>3) Report Recipients - Scheduled Reports</b></p><p style="text-align: justify;">For scheduled reports, the Report Owner may add any number of recipients that will receive the report. These could be internal users/emails or external email addresses. Permission to add external recipients shall be controlled through Role Management.</p><p style="text-align: justify;"><b>4) Responsibility</b></p><p style="text-align: justify;">The Report Owner shall be responsible for the data generated by the report and its security - allowing users access to download the report or adding users as recipients.</p><p style="text-align: justify;"><br /></p><p style="text-align: justify;">Please note that the above changes will be implemented in the next one or two weeks. If you have any questions or concerns about accessing your reports in the future, please connect with TrakIT Support.</p><p style="text-align: justify;"></p>Unknownnoreply@blogger.comtag:blogger.com,1999:blog-1488253748816413966.post-16163077744112849772022-09-04T15:37:00.002+05:302022-09-06T13:49:48.117+05:30Send Supporting Documents with Invoice<p style="text-align: justify;">With the latest update of TrakIT, you can now attach supporting documents when sending an invoice to your clients.</p><p style="text-align: justify;">This can be done for both Pro-forma and Final invoices. When generating a Pro-forma invoice or final invoice, you can select one or more documents on the right-side panel. A maximum of 10MB files can be selected.</p><p style="text-align: justify;"><br /></p><p></p><div class="separator" style="clear: both; text-align: center;"><div class="separator" style="clear: both; text-align: center;"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEhpFyfNmrs_iJWxuNYsFkFjUACaMRIrMwhJzXt_0u9ElWswaQ97DMJXKyuw826XMgdEXvQOF9EGUEwzM2V0Sy1jRjgj1WupBKCcPGhoJz1UWy0IsyqcwTaWBIYC_n3-l8BujAQPqxznY85vrxCIxhhxb5N6vCoBGjjJV-BlriNT6Tz4vYsMJwT20FEMxA" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="607" data-original-width="1300" height="298" src="https://blogger.googleusercontent.com/img/a/AVvXsEhpFyfNmrs_iJWxuNYsFkFjUACaMRIrMwhJzXt_0u9ElWswaQ97DMJXKyuw826XMgdEXvQOF9EGUEwzM2V0Sy1jRjgj1WupBKCcPGhoJz1UWy0IsyqcwTaWBIYC_n3-l8BujAQPqxznY85vrxCIxhhxb5N6vCoBGjjJV-BlriNT6Tz4vYsMJwT20FEMxA=w640-h298" width="640" /></a></div><br /></div></div><br /><p></p><p>Supporting documents are listed from the shipment, invoice documents or WO documents linked to the invoice accounts.</p><p>For any questions or clarifications, please contact TrakIT Support.</p><p><br /></p><p><br /></p>Unknownnoreply@blogger.comtag:blogger.com,1999:blog-1488253748816413966.post-36792820686340829812022-08-11T15:28:00.004+05:302022-08-12T11:43:20.322+05:30Shipment to be renamed to Job<p>Dear TrakIT Users,</p><p style="text-align: justify;">As you may be aware, workflows in TrakIT can track any business process in your organization. They are not just limited to shipments only. For example, there could be workflows related to internal Finance, HR, or Sales processes. </p><p style="text-align: justify;">With the increasing use of non-shipment workflows in TrakIT, the word 'Shipment' does not apply to a significant number of workflows for our clients. To solve this, we have decided to make a small adjustment.</p>
<p style="text-align: justify;">There will be a change in terminology in an upcoming update for TrakIT. These changes are listed below.</p>
<ul style="text-align: left;"><li><b style="font-weight: bold;">Shipment</b> to be renamed to <b style="font-weight: bold;">Job</b></li><li><span style="font-weight: bold;"><b>Shipment</b> Type </span>to be renamed to <b style="font-weight: bold;">Job Type</b></li><li><b style="font-weight: bold;">Shipment ID</b> to be renamed to <b>Job ID</b></li></ul><div><p>Furthermore, the application may refer to <b>Job Ops</b> or <b>Job Finance</b> referring to the operational and finance parts of the job. These changes will also affect the client portal and the TrakIT Android app.</p><p style="text-align: justify;">Existing reports that have Shipment related fields will continue to use the same field name. If you would like these changed, you can rename the fields yourself or ask us to do it.</p><p style="text-align: justify;">If there are any questions or clarifications, please contact TrakIT Support. We apologize for the inconvenience or confusion caused (if any), but we believe this will allow far greater benefits for our clients to be able to utilize TrakIT for many other non-shipment workflows as well.</p></div>Unknownnoreply@blogger.comtag:blogger.com,1999:blog-1488253748816413966.post-53046965839165539252022-07-30T09:01:00.005+05:302022-07-30T09:01:57.228+05:30Multi-currency capability in multi-company shipment<p style="text-align: justify;">Previously, if a shipment was being handled by multiple companies or countries, both companies or countries had to use the same base currency for the shipment. This base currency was defined as the Workflow Currency. Even though alternate currency amounts could be added and invoicing could be in a different currency, the base currency remained the same.</p><p style="text-align: justify;">With the latest update of TrakIT, it is now possible for companies in different countries to work on the same cross-border shipment and use their own preferred currency as the base currency.</p><p style="text-align: justify;">When a new shipment is opened in the Finance module for the first time, a currency is automatically assigned to the shipment for the company selected. This currency is copied from the workflow currency. If the company has a default currency, then the default currency will be assigned instead of the workflow currency.</p><p style="text-align: justify;">The currency selection is available right next to the company selection on the Finance view.</p><p style="text-align: justify;"></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEihdas3JpVT-pT9MMOWIlvA1DbDeLDlyf7-MU7Wl_fEYmo0Mx2TMXuSpgkNNk8TGLXui73LNnZnEoaBzHyXWr8K5tK9lFYi9iFQCFbFOU455y4-jjPt9oj9BGoOJPw0TXN4b4VCSP5w5SmkLdbQKyE903WKPf40S0Fe19iDxiHMylpoChI6iWXoVnRMKg" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="236" data-original-width="356" height="212" src="https://blogger.googleusercontent.com/img/a/AVvXsEihdas3JpVT-pT9MMOWIlvA1DbDeLDlyf7-MU7Wl_fEYmo0Mx2TMXuSpgkNNk8TGLXui73LNnZnEoaBzHyXWr8K5tK9lFYi9iFQCFbFOU455y4-jjPt9oj9BGoOJPw0TXN4b4VCSP5w5SmkLdbQKyE903WKPf40S0Fe19iDxiHMylpoChI6iWXoVnRMKg" width="320" /></a></div><div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: justify;"><br /></div><div class="separator" style="clear: both; text-align: justify;">The currency can only be changed if there are no accounts in the estimates stage (i.e. the Finance Status is set to 'Empty').</div><div class="separator" style="clear: both; text-align: justify;"><br /></div><div class="separator" style="clear: both; text-align: justify;">Changes to the currency are logged to the Audit Log. If the currency needs to be changed after accounts have been added, all accounts must be deleted before the currency can be changed.</div><p style="text-align: justify;"><br /></p><p style="text-align: justify;">For any questions or clarifications, please contact TrakIT Support.</p><br /><p></p>Unknownnoreply@blogger.comtag:blogger.com,1999:blog-1488253748816413966.post-890038268495653692022-06-16T16:33:00.000+05:302022-08-14T16:35:20.527+05:30Activities<p style="text-align: justify;">With the latest update of TrakIT, a new page called "Activities" has been introduced under the Workflows menu.</p><p style="text-align: justify;">With the help of this new feature, you will be able to create tasks and activities as well as set reminders for the same.</p><p>This page can be accessed via Workflows > Activities.</p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg1ozGY-Fd6QtDte1cb_vfUB_N8YEt5-BHkGq12FFQwCw98mWiAZAr0aAzwBcrpXI6vua4Wpsn6GcgBRykzSTZmmw1rrxJ8CqPQaINShziNIiXQRr4P7An5Wh83fJGiPZz9tUhnN9L09eHrQ3oQvmqomXMFy6dsZYbi5LhsZnHjR54jAgAiVmm_HArLZw/s372/a1.png" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="372" data-original-width="237" height="320" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg1ozGY-Fd6QtDte1cb_vfUB_N8YEt5-BHkGq12FFQwCw98mWiAZAr0aAzwBcrpXI6vua4Wpsn6GcgBRykzSTZmmw1rrxJ8CqPQaINShziNIiXQRr4P7An5Wh83fJGiPZz9tUhnN9L09eHrQ3oQvmqomXMFy6dsZYbi5LhsZnHjR54jAgAiVmm_HArLZw/s320/a1.png" width="204" /></a></div><br /><p><u><b>Creating a new Activity:</b></u></p><p><b>Option 1:</b></p><p>Click on "New Activity" button.</p><p><b>Option 2:</b></p><p style="text-align: justify;">To create a new activity for a specific entity, go to System > Entity Management > Select Entity > Activities Tab and click on the "Add Activity" button.</p><p style="text-align: justify;">New Activity screen will appear as shown in the below image. As per your requirement, fill in the details and click on the "Create" button.</p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhZXwAhlS7kFlyta7lwfc4pvA4ZC0slSUr-SnS7aq7QrqWS_EjwDmC2l_L53wZizMPktT_NIAWwT65VaAtwbNAFYrOq6hS9gWs65aAPZBH1uXwEAN2C615z_vOhJ3cIRWNKyVErxVV7UHmgkDsjjq85Hitcpp2OLdlkxfJrLSsyQu40D2kLVFkZ5y_00g/s792/a2.png" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="722" data-original-width="792" height="583" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhZXwAhlS7kFlyta7lwfc4pvA4ZC0slSUr-SnS7aq7QrqWS_EjwDmC2l_L53wZizMPktT_NIAWwT65VaAtwbNAFYrOq6hS9gWs65aAPZBH1uXwEAN2C615z_vOhJ3cIRWNKyVErxVV7UHmgkDsjjq85Hitcpp2OLdlkxfJrLSsyQu40D2kLVFkZ5y_00g/w640-h583/a2.png" width="640" /></a></div><br /><p>Kindly note, the list of "Activity Type" can be customized as per your requirements.</p><p><br /></p><p><b><u>Permission / Role Access:</u></b></p><p>Access to this page depends on the permission granted. This can be managed through Admin > Role Management. </p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgTtN2JAXUHFL7a8NEgYIKzor4ACcdytgMB_zW9-RqhqxqR7yVgn2E7an4qnul10qChIEt_sFXmN0k5XP3u4ZCf_0cZgOUkTjB7AyUnpFS5mb8Af9v_AQa2lvISGNt_JatgZzl0xgzVFTvUZiZE10o20KTfSVwcBI5YXdGXkz-5kEFZerpf-IYpuURNug/s939/a4.png" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="212" data-original-width="939" height="144" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgTtN2JAXUHFL7a8NEgYIKzor4ACcdytgMB_zW9-RqhqxqR7yVgn2E7an4qnul10qChIEt_sFXmN0k5XP3u4ZCf_0cZgOUkTjB7AyUnpFS5mb8Af9v_AQa2lvISGNt_JatgZzl0xgzVFTvUZiZE10o20KTfSVwcBI5YXdGXkz-5kEFZerpf-IYpuURNug/w640-h144/a4.png" width="640" /></a></div><br /><p><b><u>Activities Page:</u></b> Workflow > Activities</p><p>This page gives all the details of the activities for the user's company. However, the user can only modify/complete activities assigned to the user.</p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjlcpIRiagYzxsOsOodqpl2fXeMfqFYojw9-TbKjUt8IJNpf_F2BWvhbqCVubyfzGNC8amvPb3WA9dEPYGykb6by6rDgN8Ox72TPRkDFf4bT1qNEsDcBIIYHXu0qnGC-Q11LCxv8HpscL_6u5CdkW741LMKzP0b1NzNoDqScfnDYawPTaVSqPu6Q6psXA/s1906/a3.png" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="756" data-original-width="1906" height="254" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjlcpIRiagYzxsOsOodqpl2fXeMfqFYojw9-TbKjUt8IJNpf_F2BWvhbqCVubyfzGNC8amvPb3WA9dEPYGykb6by6rDgN8Ox72TPRkDFf4bT1qNEsDcBIIYHXu0qnGC-Q11LCxv8HpscL_6u5CdkW741LMKzP0b1NzNoDqScfnDYawPTaVSqPu6Q6psXA/w640-h254/a3.png" width="640" /></a></div><div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: left;"><br /></div><div class="separator" style="clear: both; text-align: left;">The "For" column displays the entity name for which the activity is created.</div><div class="separator" style="clear: both; text-align: center;"><p style="text-align: left;">The activities can be filtered based on the various filtering options available. Details can be downloaded by clicking on "Export" button.</p><p style="text-align: left;"><br /></p><p style="text-align: left;">For any questions or clarifications, please contact TrakIT Support.</p></div><br /><p><br /></p><p><br /></p><p><br /></p>TrakIT Supporthttp://www.blogger.com/profile/05371851152217119101noreply@blogger.comtag:blogger.com,1999:blog-1488253748816413966.post-25532466500198743712022-05-23T12:37:00.006+05:302022-05-23T12:47:18.890+05:30Changes to Assets Module<p><span style="font-family: verdana;">In an upcoming update of TrakIT, please note that we will be linking assets with companies.</span></p><p><span style="font-family: verdana;">Note the following points carefully:</span></p><p></p><ul style="text-align: left;"><li><span style="font-family: verdana;">Each asset will belong to a company (even if it is a third-party asset)</span></li><li><span style="font-family: verdana;">Users (except SysAdmins) will only be able to see assets for their primary company and any additional companies they are assigned to</span></li><li><span style="font-family: verdana;">The initial company for each asset will be based on responsible users / asset creators company</span></li><li><span style="font-family: verdana;">Asset Types, Asset Categories and Asset Data will continue to be global and available to all companies</span></li><li><span style="font-family: verdana;">While adding assets in Work Order it will list only those assets which belong to user's assigned company(s)</span></li></ul><div><span style="font-family: verdana;"><br /></span></div><div><span style="font-family: verdana;"><br /></span></div><div><span style="font-family: verdana;">For any questions or concerns, please contact TrakIT Support.</span></div><p></p>TrakIT Supporthttp://www.blogger.com/profile/14791084012154792314noreply@blogger.comtag:blogger.com,1999:blog-1488253748816413966.post-86779934081336587882022-05-18T11:22:00.010+05:302022-05-18T13:24:42.545+05:30Introducing Events & Data<p><span style="font-family: verdana;">With the latest Update of TrakIT, a new feature to manage "Events & Data" is provisioned. It helps you to perform a search for any event or data using given filters. It can show you the results across all workflows or for a specific Transport Document / Work Order / Container / Event / Data / as per value of the Event / Data. In the background of workflows, it also provides the flexibility to define the event/data ownership and due date which is dependent on any specific event(s) date. By having it defined it allows you to track and monitor which all events/data are overdue or overdue within 2 days or 5 days. </span></p><p><span style="font-family: verdana;"><br /></span></p><p><span style="font-family: verdana;"><b><u>Viewing Events & Data</u></b></span></p><p><span style="font-family: verdana;">You can navigate to it from Menu Workflows > Events & Data</span></p><p><span style="font-family: verdana;">It will show you below screen wherein you can make use of different filters to track and update events/data in a timely manner. It helps you to inform responsible owners about events/data which are overdue or getting due in a few days. You can download the list of such events/data simply by clicking on the export button. The access to view and update events/data is controlled by events & data permissions. </span></p><p></p><div class="separator" style="clear: both; text-align: left;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjY2yoXsMw5CqjG7xIHQwV--NoRbYljWt7XO2C_69yICpxRPte4zUehPywLGIodaDIgngm23aCdmypJkiRcbSajL9E-Fxh50A3Ew5jA1tO4JR-ubnD8jRA4AK9hqKHaDMyoyQrXZs5TL_fJ25cdfh-YyAVdFzbrh1F3QNDj9Pi8-F76iizlmCZAY524/s1579/Event%20and%20Data.png" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="625" data-original-width="1579" height="255" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjY2yoXsMw5CqjG7xIHQwV--NoRbYljWt7XO2C_69yICpxRPte4zUehPywLGIodaDIgngm23aCdmypJkiRcbSajL9E-Fxh50A3Ew5jA1tO4JR-ubnD8jRA4AK9hqKHaDMyoyQrXZs5TL_fJ25cdfh-YyAVdFzbrh1F3QNDj9Pi8-F76iizlmCZAY524/w645-h255/Event%20and%20Data.png" width="645" /></a></div><p></p><div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: center;"><span style="font-family: verdana;"><br /></span></div><div class="separator" style="clear: both; text-align: left;"><span style="font-family: verdana;"><b><u>Define the Event/Data Ownership</u></b></span></div><div class="separator" style="clear: both; text-align: left;"><span style="font-family: verdana;"><br /></span></div><div class="separator" style="clear: both;"><span style="font-family: verdana;">You can define the Event/Data Ownership by navigating to Admin > Workflow Definitions and follow below steps:</span></div><div class="separator" style="clear: both;"><span style="font-family: verdana;"><br /></span></div><div class="separator" style="clear: both; text-align: left;"><span style="font-family: verdana;">Step 1: Switch to Event/Data Tab</span><span style="font-family: verdana;"> </span></div><div class="separator" style="clear: both; text-align: left;"><span style="font-family: verdana;"><br /></span></div><div class="separator" style="clear: both; text-align: left;"><span style="font-family: verdana;">Step 2: Click on any specific Event/Data wherein you can edit it by clicking on the <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEh8azMRCTyVVSnFdspqOXVa-TMix7d35ykPQioOywFhSz1miXZP-ZoA0vBKTkC_OO2u-M9LVfOEccKNDNzQUGzx0CuDJobfyVh9fv2xHge1v7wxtIJlJvJYVKaS9wFu_SuZ13jksza8roV0r-lkX_tchVjBjarsjoNvKpTJJGkMOWXf1t6wccAL9TOx" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><img alt="" data-original-height="16" data-original-width="16" height="20" src="https://blogger.googleusercontent.com/img/a/AVvXsEh8azMRCTyVVSnFdspqOXVa-TMix7d35ykPQioOywFhSz1miXZP-ZoA0vBKTkC_OO2u-M9LVfOEccKNDNzQUGzx0CuDJobfyVh9fv2xHge1v7wxtIJlJvJYVKaS9wFu_SuZ13jksza8roV0r-lkX_tchVjBjarsjoNvKpTJJGkMOWXf1t6wccAL9TOx=w20-h20" width="20" /></a></div>pencil icon</span></div><div class="separator" style="clear: both; text-align: left;"><span style="font-family: verdana;">Step 3: Refer to "Owner Role" dropdown to define the Ownership, as shown below:</span></div><div class="separator" style="clear: both; text-align: left;"><span style="font-family: verdana;"> <div class="separator" style="clear: both; text-align: left;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEip4-0sCGWhlnZAGi-a6ToTvupTp3UAeaNbmFKDNuMlzceCkrDPNdirMlVqC7kCPQvcezaffhZ7YYK5Aix1RBYrN8YYG4ndGa29-DFajrHP53ebtbkKTpVz8HeyhfuD78XdYXWZ0jI_YqccdLR8zxQoJp5gBa4aq1jYWZC6Ps9IdsgrSo5TeFjNFNsi" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="633" data-original-width="1579" height="258" src="https://blogger.googleusercontent.com/img/a/AVvXsEip4-0sCGWhlnZAGi-a6ToTvupTp3UAeaNbmFKDNuMlzceCkrDPNdirMlVqC7kCPQvcezaffhZ7YYK5Aix1RBYrN8YYG4ndGa29-DFajrHP53ebtbkKTpVz8HeyhfuD78XdYXWZ0jI_YqccdLR8zxQoJp5gBa4aq1jYWZC6Ps9IdsgrSo5TeFjNFNsi=w646-h258" width="646" /></a></div><div class="separator" style="clear: both; text-align: left;"><br /></div><div class="separator" style="clear: both; text-align: left;"><br /></div><div class="separator" style="clear: both; text-align: left;"><div class="separator" style="clear: both; font-family: "Times New Roman";"><span style="font-family: verdana;"><b><u>Define the Event/Data Due Days</u></b></span></div><div class="separator" style="clear: both; font-family: "Times New Roman";"><span style="font-family: verdana;"><br /></span></div><div class="separator" style="clear: both;">You can define the Event/Data Due Days by navigating to Admin > Workflow Definitions and follow below steps:</div><div class="separator" style="clear: both;"><br /></div><div class="separator" style="clear: both;">Step 1: Switch to Event/Data Tab </div><div class="separator" style="clear: both;"><br /></div><div class="separator" style="clear: both;">Step 2: Click on any specific Event/Data and then switch to "Due Days" Tab as shown below<span style="font-family: verdana;">:</span></div></div></span></div><div class="separator" style="clear: both; text-align: left;"><div class="separator" style="clear: both;"><span style="font-family: verdana;"><br /></span></div><div class="separator" style="clear: both;"><span style="font-family: verdana;"><div class="separator" style="clear: both; text-align: left;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEjvvt3b61SQkUh4rnFWRtpU_xn79ZdJ1Xlh15smxmrZY-iHZR2oWQ6daMw30hdxGYvW21J4KbBhiOnE7hfkhMm023_uMmj9oSEoSbWKGNCV04BcVB9tMXM81mfOuLAhyhEJWviFG9K8KTciMFPe1YRhggK-OduQYkTcvChZvDD7RIsQM4N7uEjRPqpI" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="257" data-original-width="579" height="238" src="https://blogger.googleusercontent.com/img/a/AVvXsEjvvt3b61SQkUh4rnFWRtpU_xn79ZdJ1Xlh15smxmrZY-iHZR2oWQ6daMw30hdxGYvW21J4KbBhiOnE7hfkhMm023_uMmj9oSEoSbWKGNCV04BcVB9tMXM81mfOuLAhyhEJWviFG9K8KTciMFPe1YRhggK-OduQYkTcvChZvDD7RIsQM4N7uEjRPqpI=w536-h238" width="536" /></a></div><br /></span></div><div class="separator" style="clear: both;"><span style="font-family: verdana;">Step 3 : Click on "Add" button, it will populate below screen, wherein you can select the dependent Event and Offset Days as target for the completion of an event/data.</span></div><div class="separator" style="clear: both;"><span style="font-family: verdana;"><br /></span></div><div class="separator" style="clear: both;"><span style="font-family: verdana;"><div class="separator" style="clear: both; text-align: left;"><div class="separator" style="clear: both; text-align: left;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEiG96aKTDS544evt0T8az_RQ9JsseTTqon5CvAfJMKFjzXI13cBxkBqD5n1SG_ezbyDcWWTA2jYj_979Dk8jFf4akBE6dz5FXguE41edhSNCHoUxnQbgSG1_yoN0woT4qUoGRsNfMecuFSUO5uKc1eQi0owtGat-JjVHjV6okvuAtAsgEO-24KvpwwR" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="233" data-original-width="525" height="221" src="https://blogger.googleusercontent.com/img/a/AVvXsEiG96aKTDS544evt0T8az_RQ9JsseTTqon5CvAfJMKFjzXI13cBxkBqD5n1SG_ezbyDcWWTA2jYj_979Dk8jFf4akBE6dz5FXguE41edhSNCHoUxnQbgSG1_yoN0woT4qUoGRsNfMecuFSUO5uKc1eQi0owtGat-JjVHjV6okvuAtAsgEO-24KvpwwR=w497-h221" width="497" /></a></div><div class="separator" style="clear: both; text-align: left;"><br /></div><div class="separator" style="clear: both; text-align: left;">On "Events & Data" Page the "Event/Data Due Date" Filter (as shown below) works based on the defined due days against the events/data in the workflows (as shown above).</div><div class="separator" style="clear: both; text-align: left;"><div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: left;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEhM3AvWpyH330Hxv5pCOSATnv1pxSmL0XMzSODNjwnGINuufywU9P8oLR0G7XV-Wz4Y6w7MPTCVLQj3ZJe_wrAcYDSI2bhT5yZ-kkXPt93cV1ZCgdczqoVH0rnPgl8s2o4NKdquV8GUm_bClO253wURdd3A1BrvsOcllrKlVYg1GgWIXoUTTGqlgvDH" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="120" data-original-width="207" height="186" src="https://blogger.googleusercontent.com/img/a/AVvXsEhM3AvWpyH330Hxv5pCOSATnv1pxSmL0XMzSODNjwnGINuufywU9P8oLR0G7XV-Wz4Y6w7MPTCVLQj3ZJe_wrAcYDSI2bhT5yZ-kkXPt93cV1ZCgdczqoVH0rnPgl8s2o4NKdquV8GUm_bClO253wURdd3A1BrvsOcllrKlVYg1GgWIXoUTTGqlgvDH" width="320" /></a></div><div class="separator" style="clear: both; text-align: left;"><br /></div><br /><br /></div><div class="separator" style="clear: both; text-align: left;">For any questions or clarifications, please contact TrakIT Support (support@trakit.in). We welcome feedback and suggestions for this new feature.</div><div class="separator" style="clear: both; text-align: center;"><br /></div><br /><br /></div><div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: center;"><br /></div><br /> </span></div><div class="separator" style="clear: both;"><span style="font-family: verdana;"><br /></span></div><div class="separator" style="clear: both;"><span style="font-family: verdana;"><br /></span></div></div><div class="separator" style="clear: both; text-align: left;"><span style="font-family: verdana;"><br /></span></div><div class="separator" style="clear: both; text-align: left;"><br /></div>TrakIT Supporthttp://www.blogger.com/profile/14791084012154792314noreply@blogger.comtag:blogger.com,1999:blog-1488253748816413966.post-76864819201523860182022-05-06T18:56:00.002+05:302022-05-09T11:45:46.934+05:30Introducing Quotations<p>With the latest update of TrakIT, a new module for Quotations has been introduced under the Finance menu.</p><p>The Quotations module allow you to quickly create a quotation for a customer before even creating the shipment. After approval, the quotation can be generated on a PDF file and sent to the customer at the click of a button. You can finalize the quotation or revise it any number of times.</p><p><b><u>Viewing Quotations</u></b></p><p>Go to Finance > Quotations to get access to all quotations for your company or companies that you have access to. You can filter quotations using the filters provided or create a new quotation.</p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiCAtokHxcGrV0djJIfsbw1AGfidx1P_nODd8cfQO25grnjYzZ5zAzio-vmI1twzoqLZYV3Tcv-KoZc2kBfV9bv5xIuBUkFuWpzaMEABvYeriwUYWXsf2eHgMrxam9i5F8iTeM0jrVLQ3KjfYlW_vz19M_rQpvkcOqmjh94Ut8kk4NTW6DlScgPKhnnkA/s1901/Q1.png" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="752" data-original-width="1901" height="254" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiCAtokHxcGrV0djJIfsbw1AGfidx1P_nODd8cfQO25grnjYzZ5zAzio-vmI1twzoqLZYV3Tcv-KoZc2kBfV9bv5xIuBUkFuWpzaMEABvYeriwUYWXsf2eHgMrxam9i5F8iTeM0jrVLQ3KjfYlW_vz19M_rQpvkcOqmjh94Ut8kk4NTW6DlScgPKhnnkA/w640-h254/Q1.png" width="640" /></a></div><div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: center;"><div class="separator" style="clear: both; text-align: start;">Yellow highlighted row indicates that the quotation is a Template. Cancelled quotations are displayed in Red. </div><div class="separator" style="clear: both; text-align: start;"><br /></div><div class="separator" style="clear: both; text-align: start;">The list can be downloaded in the excel format by clicking on <u>Export</u> button.</div><div class="separator" style="clear: both; text-align: start;"><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhN5KHqcHfHrXHjQCet8cw9u-0HSAym12jEVWsIpuW1--emu0h500eP6d4siAXhhhJe0epGOe7FqsNxUEdDCN0WC_g8Sioo8btmeg9ceGHazD6ytWEb9b1dWblqymEjg3KtcxIawvMbqLRLee2z72AwqpODaPV8H709sicXh7ROg_40whSrH-5Gjewosw/s1896/Q6.png" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="707" data-original-width="1896" height="238" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhN5KHqcHfHrXHjQCet8cw9u-0HSAym12jEVWsIpuW1--emu0h500eP6d4siAXhhhJe0epGOe7FqsNxUEdDCN0WC_g8Sioo8btmeg9ceGHazD6ytWEb9b1dWblqymEjg3KtcxIawvMbqLRLee2z72AwqpODaPV8H709sicXh7ROg_40whSrH-5Gjewosw/w640-h238/Q6.png" width="640" /></a></div><br /><div class="separator" style="clear: both; text-align: start;"><br /></div></div><div><u><b>Creating Quotations</b></u></div><p>To create a new quotation click on the <u>New Quote</u> button. </p><p style="text-align: justify;">Quotation can be of types 'Normal' or 'Template'. The major difference is that if the quotation is of 'Template' type it cannot be generated but can be replicated to create new quotations, thus saving time to create them from scratch.</p><div><div><b><u>Note:</u></b></div><div><ul><li>The title of two quotations cannot be same within the same company.</li><li>By default the primary company is selected of the user. In case of multiple company access, select the required company from the dropdown.</li><li>Internal Remarks can be seen on the Quotation details page.</li><li>External Remarks and Terms & Condition can be printed on the quotations.</li></ul></div></div><p style="text-align: justify;">As shown in the below image, fill in the details as per the requirement and then click on the <u>Create </u>button.</p><p><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi4OECcFEU_U7U-3SF2dpssb_N61n0e3zH65lyr4ObJ-hTB266LL1UKBG7K7IJ4QRwHTxGjhQ1AjXrIqtPhFM0BscXX0OovWH8xeYiZuo9a40YPVBRPSesbrm_fxInFcNQAcC4oYkGaTSnuvBBxtbYaZ8ny04OWarbYmFFxmz8r5opoXUEThfXbgmirUQ/s1907/Q2.png" style="margin-left: 1em; margin-right: 1em; text-align: center;"><img border="0" data-original-height="604" data-original-width="1907" height="202" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi4OECcFEU_U7U-3SF2dpssb_N61n0e3zH65lyr4ObJ-hTB266LL1UKBG7K7IJ4QRwHTxGjhQ1AjXrIqtPhFM0BscXX0OovWH8xeYiZuo9a40YPVBRPSesbrm_fxInFcNQAcC4oYkGaTSnuvBBxtbYaZ8ny04OWarbYmFFxmz8r5opoXUEThfXbgmirUQ/w640-h202/Q2.png" width="640" /></a></p><p><br /></p><p style="text-align: justify;">On creation, the quotation is initially in the draft status and the revision is indicated as 1. The Quotation can be replicated, edited or deleted.</p><p style="text-align: justify;">To add accounts click on the <u>Add</u> button and fill in the details as indicated. Below image for your reference.</p><p></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjnelF_RVdz7AFKgVDc5as5ndB0MAOVBDQqgpdNFHR8sifIUmfnSHmvcYmTRsTpm5h5Rw-w7Y2YEEtjCt_jg2Ma2KdTLBi71QDjAv3IktiWy0_fckSbJpykDcXU_6chxjRGCFVf7FzwerhnX3o-niN6gHuqsuRRHNrU_25V3LRfNtLv7EKF8z1LnMkDbw/s1911/Q3.png" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="598" data-original-width="1911" height="200" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjnelF_RVdz7AFKgVDc5as5ndB0MAOVBDQqgpdNFHR8sifIUmfnSHmvcYmTRsTpm5h5Rw-w7Y2YEEtjCt_jg2Ma2KdTLBi71QDjAv3IktiWy0_fckSbJpykDcXU_6chxjRGCFVf7FzwerhnX3o-niN6gHuqsuRRHNrU_25V3LRfNtLv7EKF8z1LnMkDbw/w640-h200/Q3.png" width="640" /></a></div><br /><div class="separator" style="clear: both; text-align: justify;"><span style="text-align: left;">After adding the account click on the <u>Request Approval</u> or <u>Approve</u> button as per user access. On approval, you see as per the below image that the status is updated to approved. On Revision, the Revision count will increase by 1. </span></div><div class="separator" style="clear: both; text-align: left;"><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiLt2JJrwth0nckuXcQiznfRYibomR776kv4OlxW7uFNpP2IbVIfR3eJJT56f5re-B2PldrY6UnK7pddYfG2ownMMQbTNTsmhZx9NSkx__9_wpJANWK8_On05tpjgkju_buLt_wiCa2nb6HKyR3XGXx_j8_hxkhxiVIVs1MUfGpQWmaW-gXhnk74d-u6A/s1911/Q4.png" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="592" data-original-width="1911" height="198" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiLt2JJrwth0nckuXcQiznfRYibomR776kv4OlxW7uFNpP2IbVIfR3eJJT56f5re-B2PldrY6UnK7pddYfG2ownMMQbTNTsmhZx9NSkx__9_wpJANWK8_On05tpjgkju_buLt_wiCa2nb6HKyR3XGXx_j8_hxkhxiVIVs1MUfGpQWmaW-gXhnk74d-u6A/w640-h198/Q4.png" width="640" /></a></div><div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: left;"><u><b>Generation of Quotation</b></u></div><div class="separator" style="clear: both; text-align: left;"><br /></div><div class="separator" style="clear: both; text-align: left;">1.Pre-requiste: In Form Definitions, under Finance tab, create a form template with sub-type "Quotation". </div><div class="separator" style="clear: both; text-align: left;"><br /></div><div class="separator" style="clear: both; text-align: justify;">2. Click on the Generate button as shown in the above pic, and from the drop-down select the form templates available as indicated in above point 1. If the quotations need to be emailed, select the checkboxes as required.</div><div class="separator" style="clear: both; text-align: left;"><br /></div><div class="separator" style="clear: both; text-align: left;">3. Click on the Generate button.</div><br /><div class="separator" style="clear: both; text-align: left;"><u><b>After Generation of Quotation</b></u></div><div class="separator" style="clear: both; text-align: left;"><br /></div><div class="separator" style="clear: both; text-align: left;">To view or download the pdf, go to <u>Documents</u> tab and click on the respective icons. The 'R1' in the file name indicates the revision number.</div><div class="separator" style="clear: both; text-align: left;"><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi6aj9Tq0BQaqajRwCnWGIGM3T0Nh-XlSFkyOo5Js21tPEnfOT-67MCQ3u3nwWwFM1DiI9dYCxJBapQfSC4iR3t4Q1W760fVgdApIO28ygpd7k_95UbCWTsXKP9K4uF1rOmE-ghoZ_UCSw1K9tYWxwxGHc0kJ3aQJB2N5Cy_SKjVsoBySlRCYT6xK5-ag/s1907/Q5.png" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="625" data-original-width="1907" height="210" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi6aj9Tq0BQaqajRwCnWGIGM3T0Nh-XlSFkyOo5Js21tPEnfOT-67MCQ3u3nwWwFM1DiI9dYCxJBapQfSC4iR3t4Q1W760fVgdApIO28ygpd7k_95UbCWTsXKP9K4uF1rOmE-ghoZ_UCSw1K9tYWxwxGHc0kJ3aQJB2N5Cy_SKjVsoBySlRCYT6xK5-ag/w640-h210/Q5.png" width="640" /></a></div><div><br /></div>External files can also be added here, by clicking on the <u>Add Files</u> button.<br /><div class="separator" style="clear: both; text-align: left;"><br /></div><div class="separator" style="clear: both; text-align: left;">The work flow of a Quotation is as depicted below.</div><div class="separator" style="clear: both; text-align: left;"><br /><div class="separator" style="clear: both; text-align: center;"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEgWuJGTkKExJ64NDnEOJdbjIdePglr2K-O5kCHEOfXSJcPDuDSem2R02QM3wSSR0y7gxTR7nakcFzUjFA-4JTEqNADphvGYlf7c0s3AgC2m9rbOcFK3InCX5DGokpCamTbGxppzl_duWbvd8qltbxqzY4mu122xvtPEPu9Y12zSHfkBcqCLBbHOsCsgWg" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="467" data-original-width="2137" height="140" src="https://blogger.googleusercontent.com/img/a/AVvXsEgWuJGTkKExJ64NDnEOJdbjIdePglr2K-O5kCHEOfXSJcPDuDSem2R02QM3wSSR0y7gxTR7nakcFzUjFA-4JTEqNADphvGYlf7c0s3AgC2m9rbOcFK3InCX5DGokpCamTbGxppzl_duWbvd8qltbxqzY4mu122xvtPEPu9Y12zSHfkBcqCLBbHOsCsgWg=w640-h140" width="640" /></a></div><br /><div style="text-align: justify;"><span style="text-align: left;">Notification emails are sent to the users having access or users selected under <u>Notify Users</u> field on each status change.</span></div><div style="text-align: justify;"><span style="text-align: left;"><b><br /></b></span></div><div style="text-align: left;"><b><u>Quotation Permissions</u></b></div></div></div><div class="separator" style="clear: both; text-align: left;"><br /></div><div class="separator" style="clear: both; text-align: left;">The relevant permissions for user roles must be allocated for various actions possible with Quotations. This must be granted by System Administrators at Admin > Role Management > Role Customisation.</div><div class="separator" style="clear: both; text-align: left;"><br /></div><div class="separator" style="clear: both; text-align: left;"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEilnWXk7wm7znrOnhShjLdNT1aUkNRnQfGBpQ8JsTFHBkUdeDK8XaFfmu_f0csO_aSOsImn9_0yFAaIeDp3BRVkArF2wBYPiMbQ0zhpss8NoTqMbd_FUVaJNj39VFcevCUlRh1bXen5tY5NBdgK1UKBrh2hTZsHyzq2N5o2GBKTRq-1nJUo0hpKHT6ttQ" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="288" data-original-width="296" height="240" src="https://blogger.googleusercontent.com/img/a/AVvXsEilnWXk7wm7znrOnhShjLdNT1aUkNRnQfGBpQ8JsTFHBkUdeDK8XaFfmu_f0csO_aSOsImn9_0yFAaIeDp3BRVkArF2wBYPiMbQ0zhpss8NoTqMbd_FUVaJNj39VFcevCUlRh1bXen5tY5NBdgK1UKBrh2hTZsHyzq2N5o2GBKTRq-1nJUo0hpKHT6ttQ" width="247" /></a></div><br /><br /></div><div class="separator" style="clear: both; text-align: left;"><br /></div><div class="separator" style="clear: both; text-align: left;"><br /></div><div class="separator" style="clear: both; text-align: left;"><br /></div><div class="separator" style="clear: both; text-align: justify;">For any questions or clarifications, please contact TrakIT Support. We welcome feedback and suggestions for this new Quotation module.</div><p></p><br /><br /><div><div><br /></div><div><br /></div></div>TrakIT Supporthttp://www.blogger.com/profile/05371851152217119101noreply@blogger.comtag:blogger.com,1999:blog-1488253748816413966.post-21861651416311727932022-04-05T17:51:00.001+05:302022-04-05T17:51:03.999+05:30Business Intelligence and Dashboards<div style="text-align: justify;">In today’s data-driven environment, business dashboards are a must. You can stay aligned on responsibilities and goals with everything you and your team need to know and do in one place.</div><br /><div style="text-align: justify;">You can keep track of your KPIs, warehousing storage, CRM / leads milestones, top entities and much more. With the help of RAG feature, you can learn the number of shipments/perishable stock which are within the timeline, are delayed or within the buffer period and which are way out of the timeline and needs immediate attention.</div><div style="text-align: justify;"><br /></div><div style="text-align: justify;"><br /></div><div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhM6vBBQ64M-tYAr8yT5lNAfSrZ_ZX9G5GloeG8e6AhFduknQAch8WxnDt2nmT8YacmyEqBsiS4tt5pRRO7YBlTnZslYarzQouzoFlAcmjSJQIR2RmgShDLyH5GX-QFECAbWic-vhOiiIH-WABS_JLEm4kcdqQBtJ1L8-bUBCC9sgKovlCk0qHqV3ojFw/s512/blog1.png" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="146" data-original-width="512" height="182" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhM6vBBQ64M-tYAr8yT5lNAfSrZ_ZX9G5GloeG8e6AhFduknQAch8WxnDt2nmT8YacmyEqBsiS4tt5pRRO7YBlTnZslYarzQouzoFlAcmjSJQIR2RmgShDLyH5GX-QFECAbWic-vhOiiIH-WABS_JLEm4kcdqQBtJ1L8-bUBCC9sgKovlCk0qHqV3ojFw/w640-h182/blog1.png" width="640" /></a></div><div style="text-align: center;">A example of a User-Specific Dashboard with RAG feature</div><br /><div style="text-align: justify;"><br /></div><div style="text-align: justify;">TrakIT helps you to make profitable and productive decisions with their customizable dashboards. Dashboards can be filtered based on customers, specific milestones, user specific conditions and so on. Reports and underlying data can be downloaded in the excel format whenever needed.</div></div><div style="text-align: justify;"><br /></div><div style="text-align: justify;"><br /></div><div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhdE29tF-6gmadIS2nTYPGR3CP7_RE1aZkXoha11txHLRSPoRFl1RQpb6HJSJUvkQnIu59PRb0YvvM5Yvze5LDwuTmXQ95zIwaFvqFkR6VzPzKvz_NQ0cP1fDBKsTBBQScUZWoXlBNfUWKGnASk-4gkQ9kncHvpnq6OPn267LfPOo59bZLDimU0OY2u_g/s512/blog2.png" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="161" data-original-width="512" height="202" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhdE29tF-6gmadIS2nTYPGR3CP7_RE1aZkXoha11txHLRSPoRFl1RQpb6HJSJUvkQnIu59PRb0YvvM5Yvze5LDwuTmXQ95zIwaFvqFkR6VzPzKvz_NQ0cP1fDBKsTBBQScUZWoXlBNfUWKGnASk-4gkQ9kncHvpnq6OPn267LfPOo59bZLDimU0OY2u_g/w640-h202/blog2.png" width="640" /></a></div><br /><div style="text-align: center;"> An example of KPI Performance Tracking</div><br /><br /></div><div>TrakIT dashboards are user-friendly, easy to manage, customizable as per business needs. <br /><br /> <br /><br /><br /> <br /><br /> </div>TrakIT Supporthttp://www.blogger.com/profile/05371851152217119101noreply@blogger.comtag:blogger.com,1999:blog-1488253748816413966.post-41439025967608794172022-02-24T16:48:00.001+05:302022-03-01T16:48:49.022+05:30Depot Data Type<div style="text-align: left;">With the latest update of TrakIT, a new workflow data type for Depots has been introduced.</div><div style="text-align: left;"><br /></div><div style="text-align: left;"><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEihRe6PNO-i3sL265tyC_6pqQz4eFB6ApSzMaNGb0An-Wxw4KBNSchw9HfgAjfHHUwnJSpf7tDIr_2ugjdJSqbUGxqG1D9YTEqnx72yJv-TN7O6AkBPH4dWdfEw0lnK20--jHvbXsPh0hfMN3EPH4sC9AZnjsu5LlZgroIn2EjhTe_7Y4COs8bQWeCvsw=s449" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="423" data-original-width="449" height="301" src="https://blogger.googleusercontent.com/img/a/AVvXsEihRe6PNO-i3sL265tyC_6pqQz4eFB6ApSzMaNGb0An-Wxw4KBNSchw9HfgAjfHHUwnJSpf7tDIr_2ugjdJSqbUGxqG1D9YTEqnx72yJv-TN7O6AkBPH4dWdfEw0lnK20--jHvbXsPh0hfMN3EPH4sC9AZnjsu5LlZgroIn2EjhTe_7Y4COs8bQWeCvsw=s320" width="320" /></a></div><div class="separator" style="clear: both; text-align: left;"><br /></div><div class="separator" style="clear: both; text-align: center;"><p class="MsoNormal" style="text-align: left;"><span lang="EN-US">The field
with this data type can be included in the workflows when the value of this field could be a depot name.<o:p></o:p></span></p></div><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEgGB2spH0VZh8bK1J-rMETRHZnHejZoPBtbOTSkH63saIrX9jrT010OeqrCWN-fC4-tUgbzwFkHhXrfStJFi1TgmCgQfrRS_OclaEmcF-d37vSY_biSxs053X1SsKWzrj15yVLv95vLGnPhIv3tDHuf1lKEo1eMFNsJMchtHgga3pOWTcFIb60RLma2Vw=s939" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="642" data-original-width="939" height="263" src="https://blogger.googleusercontent.com/img/a/AVvXsEgGB2spH0VZh8bK1J-rMETRHZnHejZoPBtbOTSkH63saIrX9jrT010OeqrCWN-fC4-tUgbzwFkHhXrfStJFi1TgmCgQfrRS_OclaEmcF-d37vSY_biSxs053X1SsKWzrj15yVLv95vLGnPhIv3tDHuf1lKEo1eMFNsJMchtHgga3pOWTcFIb60RLma2Vw=w617-h263" width="617" /></a></div><br /><div class="separator" style="clear: both; text-align: left;"><br /></div><div><div><br /></div><div>As shown in the above screenshot, search for the depot and select the required depot name from the list.</div><div><br /></div><div>Kindly note the list will display only those depots which already exists in the TrakIT system. The new depot can be added to the TrakIT system through Admin > Geography & Access. <br /><br />Like any other data field this data type’s field can be included in the forms, reports, etc. <br /><br /><br /></div><div>For any questions or clarifications, please contact TrakIT Support.<div style="text-align: left;"><br /></div></div></div>TrakIT Supporthttp://www.blogger.com/profile/05371851152217119101noreply@blogger.comtag:blogger.com,1999:blog-1488253748816413966.post-42167823580745844672022-01-27T18:46:00.005+05:302022-01-27T18:57:16.451+05:30Finance Documents<p>With the latest update of TrakIT, all documents under finance module can be viewed and emailed from Finance > Documents. Accessing this page requires the relevant permission defined in the user's role under Admin > Role Management.</p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEjYUPTMZfzbX8a8e_Qv3yA9cydWBy-89UCuLXfCffDEuNtf9JqitFZUpso7zU-aReuyLfwU9z0iGkPNuyCvKEs7Pp3eBxQToApSBLK9NsQN9HIcUqIPfyBcV6_WSD91gA8vdwKNZ_VJDvg3j6fm-u5065XCk72qYfvI-e1DPe2WKl8j-ntDweT6ii57XQ=s277" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="277" data-original-width="194" height="200" src="https://blogger.googleusercontent.com/img/a/AVvXsEjYUPTMZfzbX8a8e_Qv3yA9cydWBy-89UCuLXfCffDEuNtf9JqitFZUpso7zU-aReuyLfwU9z0iGkPNuyCvKEs7Pp3eBxQToApSBLK9NsQN9HIcUqIPfyBcV6_WSD91gA8vdwKNZ_VJDvg3j6fm-u5065XCk72qYfvI-e1DPe2WKl8j-ntDweT6ii57XQ=w140-h200" width="140" /></a></div><br /><p><u><b>Documents Page</b></u></p><p style="text-align: justify;">This page gives all the details of the documents added under the finance module. You can view Invoices, Credit Notes, Bills and other documents uploaded by the users. <span style="text-align: left;">The document's list can also be filtered based on Document's Name, Required Period, Entity, Invoice / Bills number, Workflows and so on.</span></p><p>A specific document can be viewed by clicking the magnifying glass icon.</p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEh8qeza5xXsYxxrrT-UAY-wLLK-FVDkXQyfv_uD25iQKj-DPmI07p_ghwJjSfXQBO1Or8S-y_DYkp8JFWHmN1GFWJrfvo54eajGhqDe0EQ0fk89apWr8IU33UYpsmOOBDydPC74PFMR5NuPUB9CvJUOxvSCz-ImS6Rtc8bJn8VSVw82p39p9h4GIjXbMQ=s1887" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="729" data-original-width="1887" height="247" src="https://blogger.googleusercontent.com/img/a/AVvXsEh8qeza5xXsYxxrrT-UAY-wLLK-FVDkXQyfv_uD25iQKj-DPmI07p_ghwJjSfXQBO1Or8S-y_DYkp8JFWHmN1GFWJrfvo54eajGhqDe0EQ0fk89apWr8IU33UYpsmOOBDydPC74PFMR5NuPUB9CvJUOxvSCz-ImS6Rtc8bJn8VSVw82p39p9h4GIjXbMQ=w640-h247" width="640" /></a></div><br /><p><b><u>Emailing the documents</u></b></p><p>To email specific documents, select the respective checkboxes and then click on the <u>Email</u> button. Any number of documents can be emailed in one go.</p><p>On clicking the <u>Email</u> button a pop-up screen will appear as below.</p><div class="separator" style="clear: both; text-align: center;"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEgfqg1QJli-UKNozCee8LggTeqmuKfFKnFtwgtAYIJZBwVzyN2t9xIBqYmh1gbS0B7TL_JA59PE2YYWTwzQ5dc-tpuDNL2UZ14hEs3uvsc-bbkM1B4mPzZ6nrtRVz9xrtu7T9tnchsxJPt3LoXRGEuvO28dWdDUe4yH7T41GbP8NaV70n05DR0cjq_qHA" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="412" data-original-width="524" height="315" src="https://blogger.googleusercontent.com/img/a/AVvXsEgfqg1QJli-UKNozCee8LggTeqmuKfFKnFtwgtAYIJZBwVzyN2t9xIBqYmh1gbS0B7TL_JA59PE2YYWTwzQ5dc-tpuDNL2UZ14hEs3uvsc-bbkM1B4mPzZ6nrtRVz9xrtu7T9tnchsxJPt3LoXRGEuvO28dWdDUe4yH7T41GbP8NaV70n05DR0cjq_qHA=w400-h315" width="400" /></a></div><br /><br /></div><p>The number of documents selected and the total size will be displayed on top.</p><p style="text-align: justify;">Multiple recipients can be added, to email it to yourself, click on the <u>Add Myself</u> link. If the selected documents belong to same entity, then the <u>Add Entity</u> option will be visible. Clicking on it will add the email addresses of that entity to the recipients list.</p><p>Customized subject and message can be specified by filling the respective fields.</p><p>The documents can be emailed as attachments or as links. For sending as links, select the checkbox <u>Send links instead of attachments</u>. If sending documents as attachments, the total size of the documents cannot exceed 10 MB.</p><p><br /></p><p>For any questions or clarifications, please contact TrakIT Support.</p>TrakIT Supporthttp://www.blogger.com/profile/05371851152217119101noreply@blogger.comtag:blogger.com,1999:blog-1488253748816413966.post-46690141627806029752022-01-14T22:42:00.006+05:302022-01-14T22:43:47.744+05:30Hiding Accounts<p>With the
latest update of TrakIT, accounts can now also be hidden or deleted. Select the checkbox(es) of the account(s) and click on the required action from the Task Menu.</p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEjj5GxxVU-hRQNw4ETwqQSBnkyu94MxW6gIhHa1qi0gaKru-A97AbAswvc1S83bTwe8fcyfVRAJ_yWCBfMqeF37RQDqViC-h1GMAPutNnKQitcYmvRQvLLAY21xoqOSmInZgBU9aQes-QT6AQ_bkjOxrRHMiHw1YPwW2OBpjiZktQGAumiMQI4noZYxbA=s189" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="189" data-original-width="182" height="138" src="https://blogger.googleusercontent.com/img/a/AVvXsEjj5GxxVU-hRQNw4ETwqQSBnkyu94MxW6gIhHa1qi0gaKru-A97AbAswvc1S83bTwe8fcyfVRAJ_yWCBfMqeF37RQDqViC-h1GMAPutNnKQitcYmvRQvLLAY21xoqOSmInZgBU9aQes-QT6AQ_bkjOxrRHMiHw1YPwW2OBpjiZktQGAumiMQI4noZYxbA=w133-h138" width="133" /></a></div><p><b>Hide Accounts</b></p><p></p><p class="MsoNormal">Select the account(s) and click on <u>Hide Accounts</u> from the Tasks menu. This action will hide the selected account(s) from the screen and also display the number of hidden account(s).</p><p></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEi_vGGTK4aYYfPkAtu-ZRCUUESJIvhAaZqj77IsHahS6gvhYjoTh1JPoRR7G8r_NSv9i0PshxOZ6TjeM0FE-eGJrMVDF_LYJVlOgvx29tshgfNBUr0g3gBzR32oeMbMK_3mdweAJObEaTWQSx6kvGuoQBysFYfO29zfotc2F-GVSD1FsJDFqocWrJ_NwA=s1505" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="310" data-original-width="1505" height="154" src="https://blogger.googleusercontent.com/img/a/AVvXsEi_vGGTK4aYYfPkAtu-ZRCUUESJIvhAaZqj77IsHahS6gvhYjoTh1JPoRR7G8r_NSv9i0PshxOZ6TjeM0FE-eGJrMVDF_LYJVlOgvx29tshgfNBUr0g3gBzR32oeMbMK_3mdweAJObEaTWQSx6kvGuoQBysFYfO29zfotc2F-GVSD1FsJDFqocWrJ_NwA=w640-h154" width="640" /></a></div><p class="MsoNormal"><span lang="EN-US" style="mso-ansi-language: EN-US;"><b>Show Accounts</b></span></p><p class="MsoNormal"><span lang="EN-US" style="mso-ansi-language: EN-US;">The hidden
accounts can be viewed by selecting the checkbox <u>Show Hidden </u>under the Tasks menu. <o:p></o:p></span></p>
<p class="MsoNormal"><span lang="EN-US" style="mso-ansi-language: EN-US;">The hidden
accounts can also be shown again by selecting the account(s) and
clicking on the <u>Show Accounts</u> under the Tasks menu.</span></p><p class="MsoNormal"><span lang="EN-US" style="mso-ansi-language: EN-US;">These options are only visible in case it has any hidden account(s).</span></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEinxj1jodma_Sez5rH5PBv_AbFZEBo4db-E9yYJnVwiw6YRSy14K_EwWxeMwSqJ1H7paIvq0QI0DViPWU5Wf5cSQeaHIgti_4tIEd6F8XY4JNv8oPPkUphmsp4nGNuFCvCZ_L2uqecL73It19crvIi7tvzR_s4D8EOBa_-0a4v_eGVuXD6XI2AcuF3qEg=s1512" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="337" data-original-width="1512" height="131" src="https://blogger.googleusercontent.com/img/a/AVvXsEinxj1jodma_Sez5rH5PBv_AbFZEBo4db-E9yYJnVwiw6YRSy14K_EwWxeMwSqJ1H7paIvq0QI0DViPWU5Wf5cSQeaHIgti_4tIEd6F8XY4JNv8oPPkUphmsp4nGNuFCvCZ_L2uqecL73It19crvIi7tvzR_s4D8EOBa_-0a4v_eGVuXD6XI2AcuF3qEg=w640-h131" width="640" /></a></div><div><br /></div><div><br /></div><div><br /></div><div>When reversing an invoice, the associated accounts as well as the accounts associated with the resulting credit note are automatically hidden.</div><div><br /></div><div>For any questions or clarifications, please contact TrakIT Support.</div>TrakIT Supporthttp://www.blogger.com/profile/05371851152217119101noreply@blogger.comtag:blogger.com,1999:blog-1488253748816413966.post-764533354107273682021-12-31T17:10:00.002+05:302021-12-31T17:10:19.289+05:30Happy New year<p> </p><h1 style="text-align: center;">We wish you all very Happy New Year</h1><p style="text-align: justify;"><br /></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEiycGqYqi1l_jCj469zdvtvKGGwEO5j8mul2G-0mi47maS5uUUDHF8NW2yDTZSKohm65vtBy-ILdvWNgRtivEAzvSQUZK1BTyRXuTvHcaxl85UJbRPhM3v1m3oQ_n0y2VHG0vyLnNX1IoF9aIXU8O9EcEdI84Ro0aBjHMrJQox8DFzTCDWzeQhMMOmBdQ=s800" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="800" data-original-width="800" height="477" src="https://blogger.googleusercontent.com/img/a/AVvXsEiycGqYqi1l_jCj469zdvtvKGGwEO5j8mul2G-0mi47maS5uUUDHF8NW2yDTZSKohm65vtBy-ILdvWNgRtivEAzvSQUZK1BTyRXuTvHcaxl85UJbRPhM3v1m3oQ_n0y2VHG0vyLnNX1IoF9aIXU8O9EcEdI84Ro0aBjHMrJQox8DFzTCDWzeQhMMOmBdQ=w640-h477" width="640" /></a></div><br /><p></p>TrakIT Supporthttp://www.blogger.com/profile/05371851152217119101noreply@blogger.comtag:blogger.com,1999:blog-1488253748816413966.post-2888540912723396112021-12-24T10:37:00.004+05:302021-12-24T10:52:56.170+05:30Account Level Approval<p style="text-align: justify;">With the latest update of TrakIT, accounts can be approved on a line item basis on the actuals. As a result, invoices can be approved and bills can be validated only if the accounts within the invoice or bill are also approved (or don't require approval).</p><p style="text-align: justify;">Account approval works only on the Actual Accounts, not the Estimates. All Estimates are approved together as usual.</p><p><b>Setting Up</b></p><p>In the Finance Masters, you can set up the approval mode for each account individually. Edit an account and set the field Approval Mode as per below.</p><p></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEipzvFUMDDSjuaq62nm4QpfuEDu5HDSPmIz8MzKGy2-Hu3gwLnP_Du0DbjZgFbG2woOgNEmyDd-4bWwa-nGR_DW2LdFkYg7sZgZxLKDn9-WkFK4alvzlmbHN4_ev6nDN58aljus6qbWwInG/" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="154" data-original-width="435" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEipzvFUMDDSjuaq62nm4QpfuEDu5HDSPmIz8MzKGy2-Hu3gwLnP_Du0DbjZgFbG2woOgNEmyDd-4bWwa-nGR_DW2LdFkYg7sZgZxLKDn9-WkFK4alvzlmbHN4_ev6nDN58aljus6qbWwInG/s16000/image.png" /></a></div><br /><u>No Approval Required</u> - This is the default setting. Approval is not required for the account.<p></p><p style="text-align: justify;"><u>If Modified from Estimate</u> - When the estimates are approved and transferred to the actuals, these accounts are automatically set to approved. If a user changes any of these accounts, the account is set to up-approved. Once un-approved, they must be again approved by a user with permission to approve the accounts.</p><p style="text-align: justify;"><u>Approval Always Required</u> - These accounts are always set to un-approved state and will always require approval. If any change is made to the account after approval, they will require to be re-approved.</p><p><br /></p><p><b>Approving Accounts</b></p><p style="text-align: justify;">Approval of Actual accounts happens after the approval of the Estimates. Estimate accounts are approved altogether (not individually). <span style="text-align: left;">Once the Estimates are approved, the Actual Accounts are displayed with the 'Appr' column that indicates the state of approval.</span></p><p></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjlC2cWOaqRKYmIGu36r2jGRh9qiD_fxFCTHYTckjk7tZ_q20gFy_AoXDQEOIbNxn4DNTyPsXb0bAi8ZiQy97gB95222JifYVZffVDHj6GzghlZbkL3szBUhP6I8RX7QXt5skd0PkbB15d6/" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="188" data-original-width="540" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjlC2cWOaqRKYmIGu36r2jGRh9qiD_fxFCTHYTckjk7tZ_q20gFy_AoXDQEOIbNxn4DNTyPsXb0bAi8ZiQy97gB95222JifYVZffVDHj6GzghlZbkL3szBUhP6I8RX7QXt5skd0PkbB15d6/s16000/image.png" /></a></div><br />A gray icon means that the account does not require approval. An orange icon means the account requires approval, while a green icon means the account is approved.<p></p><p>Accounts can be approved by selecting the checkboxes next to the accounts and selecting 'Approval Accounts' from the Task button menu.</p><p>Approval can be performed by a user whose role includes the permission to approve estimates.</p><p><br /></p><p>For any question or concerns, please contact TrakIT Support.</p><p><br /></p><p><br /></p>Unknownnoreply@blogger.comtag:blogger.com,1999:blog-1488253748816413966.post-5262426630579233062021-11-11T11:50:00.000+05:302021-11-11T11:50:09.687+05:30Linking Entities to Companies<p style="text-align: justify;">With the ever growing number of customers, transporters and other entities in the system, it can become confusing to pick the correct entity as there may be several same or similar entity names from different countries.</p><p style="text-align: justify;">TrakIT now solves this problem by linking entities to one or more companies, so the entity may only be used by companies where the entity belongs.</p><p>This is done on the 'Per Company' tab under the entity.</p><p></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEijO7u6G2CGVqQMY79ifrpndTCqkgimXXJGbriUUkPbSQpmdfTepF9VVfUVFv9Hld636UPI9cuXI7n_MmhqvcvpQW078tlIdLGDdyxBC_CkA3W-dkp4CjeVQNZTfZTNiEtc2B9wS1sZv1g1/" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="564" data-original-width="699" height="517" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEijO7u6G2CGVqQMY79ifrpndTCqkgimXXJGbriUUkPbSQpmdfTepF9VVfUVFv9Hld636UPI9cuXI7n_MmhqvcvpQW078tlIdLGDdyxBC_CkA3W-dkp4CjeVQNZTfZTNiEtc2B9wS1sZv1g1/w640-h517/image.png" width="640" /></a></div><br />Company specific Account Codes, Currencies and Credit Days can be selected as well.<p></p><p style="text-align: justify;">When an entity is first created, the responsible company of the user creating the company is automatically assigned to the entity. If more companies need to access the entity, the selection can be made here.</p><p style="text-align: justify;"><span style="background-color: #fff2cc;">If you find an entity cannot be selected when creating or editing a work order, it is likely that the entity is not selected or available for your company. Please ask your administrator or TrakIT support for assistance.</span></p><p style="text-align: justify;">For any clarification or questions, please reach out to TrakIT Support.</p>Unknownnoreply@blogger.comtag:blogger.com,1999:blog-1488253748816413966.post-90733555354607223902021-10-13T13:01:00.006+05:302021-10-13T13:39:47.669+05:30Invoice Header Translations<p style="text-align: justify;">Previously, the invoice table header was not being translated to the local language of the invoices. This has been implemented with the new TrakIT update.</p><p style="text-align: justify;">If a non-English template is being used for generating the invoice, TrakIT will also translate the table header of the invoice to the foreign language as per a new setting defined in the Form definitions.</p><p>The following fields are available in the Invoice Form templates:</p><p><br /></p><p><b>Language</b></p><p></p><div style="text-align: justify;"><div class="separator" style="clear: both; font-weight: bold; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiojOu1neTVhg9EYsTq_eA8k_oGP_ir9ASEIUiVRjt_tvyMGQqCxmbR98XoAudzI2-G1jA-ygozR5ow1xTYm36C3S8pMSvwEDN1fU8RT_WF1yKIM2fEXlO-tS8eHet6sY4XQhInln2-n82a/" style="clear: right; float: right; margin-bottom: 1em; margin-left: 1em;"><img alt="" data-original-height="219" data-original-width="211" height="200" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiojOu1neTVhg9EYsTq_eA8k_oGP_ir9ASEIUiVRjt_tvyMGQqCxmbR98XoAudzI2-G1jA-ygozR5ow1xTYm36C3S8pMSvwEDN1fU8RT_WF1yKIM2fEXlO-tS8eHet6sY4XQhInln2-n82a/w193-h200/image.png" width="193" /></a></div>The language selection affects the Invoice Table that is displayed within the template. This includes the column headers, and elements like Sub-Total, Grand Total, amount in words, etc.</div><p></p><p style="text-align: justify;">The language selection <i>does not </i>affect the rest of the template - which can be in any language or a mix of languages.</p><p></p><div style="text-align: justify;">If Data fields are present in the Invoice table, the column headers are also translated. But the data values are not.</div><br /><p></p><p><b>Table Display</b></p><p></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhg0Z6hzBxRg5r-a1xwkMNJaMLnq6G9Onb_BZ9NOaqCNWAt687_3ptTvU5nZzJHiRUzzuV-BVJl1qN8j6zxgCuwkwMga-lup7H89qI2FDj5nozNGzOk_SEvwReVQgBe0z_eLg_f2NKNNoWO/" style="clear: right; float: right; margin-bottom: 1em; margin-left: 1em;"><img alt="" data-original-height="83" data-original-width="209" height="79" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhg0Z6hzBxRg5r-a1xwkMNJaMLnq6G9Onb_BZ9NOaqCNWAt687_3ptTvU5nZzJHiRUzzuV-BVJl1qN8j6zxgCuwkwMga-lup7H89qI2FDj5nozNGzOk_SEvwReVQgBe0z_eLg_f2NKNNoWO/w200-h79/image.png" width="200" /></a></div><div style="text-align: justify;">This option allows you to select whether to display both English and foreign names together or one at a time. The default is "Both Names"</div><p></p><p>The option affects both the table header and the account names. <span style="text-align: justify;">Please note that account names are not translated. You must specify the local name for the account in the Admin > Finance Masters section.</span></p><p><br /></p><p style="text-align: justify;"><span style="background-color: #fcff01;"><span style="color: #cc0000;">Important: This change may affect the output of your current invoices that are not in English. Please double-check the invoice before sending them.</span></span></p><p><br /></p><p><b>Adjusting Translations</b></p><p style="text-align: justify;">TrakIT uses the Google Translation services to obtain translations. After getting the translation, TrakIT saves it in a Translation Cache table.</p><p style="text-align: justify;">It may be possible that the translation does not match the correct term in the local language.</p><p style="text-align: justify;">In order to fix incorrect translations, SysAdmins can go the Admin > SysAdmin Tools > Translations. TrakIT will display a list of translations saved in the cache. These can be updated with the correct translations.</p><p><br /></p><p>For any issues or clarifications, please contact TrakIT Support.</p>Unknownnoreply@blogger.comtag:blogger.com,1999:blog-1488253748816413966.post-80304523998255914332021-09-29T14:02:00.005+05:302021-09-29T14:18:07.669+05:30Back-dating Invoices<p style="text-align: justify;">In certain situations, it may be required to back-date an invoice that is generated by TrakIT. This is now possible with certain settings on the company and user permissions.</p><p>To allow a user to back-date an invoice, the following must be set up:</p><p><br /></p><p><b>1) Company Settings</b></p><p>Under Admin > Companies, edit the company information and set these two fields:</p><p><u>Back-dating</u>: Set how many days an invoice can be back-dated.</p><p><u>Back-date Month Closing</u>: Set the day of the month after which an invoice cannot be back-dated to the <i>previous</i> month.</p><p></p><div class="separator" style="clear: both; text-align: center;"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhBKjmt3W7Byn-im6MlhmAhA6BINGrOwOA4MkA-cIWHgWoxzqxrBojG673742hw0rKQZxL0vCsVi3glQw7X-ihDImyf2krdCAoAZxdUbx_G3YH1zqnNw0JXpUzkuetIQWWyeHezzL85do2y/" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="155" data-original-width="828" height="120" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhBKjmt3W7Byn-im6MlhmAhA6BINGrOwOA4MkA-cIWHgWoxzqxrBojG673742hw0rKQZxL0vCsVi3glQw7X-ihDImyf2krdCAoAZxdUbx_G3YH1zqnNw0JXpUzkuetIQWWyeHezzL85do2y/w640-h120/image.png" width="640" /></a></div><br /><br /></div><br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhNvLbMbg49Kuhf_KyEHp7n3EcfYuM62bwnl5ZCKQcL6sH1XANE7Q5xF6M3VgkmFpl6ZLVJkhCJ2n-5NfIadSxExUjHIBgE98-42nmMASEnoHiEHeefY9IuER1fRS1GI-1QQZsHZzVa7-Ak/" style="clear: right; float: right; margin-bottom: 1em; margin-left: 1em;"><img alt="" data-original-height="586" data-original-width="308" height="320" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhNvLbMbg49Kuhf_KyEHp7n3EcfYuM62bwnl5ZCKQcL6sH1XANE7Q5xF6M3VgkmFpl6ZLVJkhCJ2n-5NfIadSxExUjHIBgE98-42nmMASEnoHiEHeefY9IuER1fRS1GI-1QQZsHZzVa7-Ak/w168-h320/image.png" width="168" /></a></div><p></p><p><b>2) User Permissions</b></p><p style="text-align: justify;">Go to Admin > Role Management > Role Customization. Select the relevant role, expand the Finance section and then the Invoice section.</p><p style="text-align: justify;">Switch on the permission for 'Allow Back-dating'</p><p>Only users with this permission (and SysAdmins) will be able to back-date invoices.</p><p><br /></p><p><br /></p><p><br /></p><p><br /></p><p><br /></p><p><b><br /></b></p><p><b>Back-dating the Invoice</b></p><p style="text-align: justify;"></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj0vp5Py0CerOysLIl390kYpaUGYRSjaRiB0oZum1y-jj_IMemMP8fCSKwtDY7-KokA5zHeUvXb1ZQndw_wtXj3JTJqnVWdhT-mUejB_kKPUxt88Lwm19UH4DPl0ICqaSIGN-v1HfM87-2c/" style="clear: right; float: right; margin-bottom: 1em; margin-left: 1em;"><img alt="" data-original-height="361" data-original-width="324" height="240" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj0vp5Py0CerOysLIl390kYpaUGYRSjaRiB0oZum1y-jj_IMemMP8fCSKwtDY7-KokA5zHeUvXb1ZQndw_wtXj3JTJqnVWdhT-mUejB_kKPUxt88Lwm19UH4DPl0ICqaSIGN-v1HfM87-2c/" width="215" /></a></div>At the time of approval of the invoice, you will be able to change the date of the invoice up to the limits specified in the settings.<p></p><p></p><p></p><p style="text-align: justify;">Please note that back-dating invoices may result in non-sequential or mismatched order of invoice numbers.</p><p style="text-align: justify;"><br /></p><p style="text-align: justify;"><br /></p><p style="text-align: justify;"><br /></p><p style="text-align: justify;"><br /></p><p style="text-align: justify;"><br /></p><p style="text-align: justify;"><br /></p><p style="text-align: justify;">For any questions or concerns, please contact TrakIT Support.</p>Unknownnoreply@blogger.com