Tax Exemption and Tax Withholding

In many instances, you may have customers who are exempt from paying taxes on Invoices. Until now, TrakIT could not remove such taxes from invoices. With the latest update, we'd added options for you to set the Tax Exemption and Tax Withholding status for customers and other entities.

From System > Entity Management, click and Entity to open the Entity Details page. Select the Tax Status tab.

You can select both the Tax Exemption Status as well as the Tax Withholding Status for specific taxes. Only users with roles "Finance Admin" can do this.

When generating an invoice for a customer, if the customer is exempt from a specific tax, the tax will be marked as "exempt" and not be included in the Invoice total.

For any questions or concerns, please contact TrakIT Support.

Have Customers upload their documents directly

In the latest release of TrakIT, your customers can now upload documents for their shipments directly into TrakIT via the customer's login.

Once the customer has opened a work order after logging in, they can click the 'Documents' tab to view all documents for that shipment or work order. On the top right, there is an 'Upload' link that allows them to set the document title and upload a file to TrakIT.

Documents uploaded by customers are always uploaded for the shipment as a whole (i.e. they will appear in all work orders in the shipment).

After the document is uploaded, a notification email is sent to the person responsible for the work order, providing the document details as well as the shipment details.

For any questions or concerns, please contact TrakIT Support.

QR Codes - Tag your Shipments

Identification of parcels, packages and shipments can be tedious when done manually. TrakIT can now generate QR codes to identify shipments, packages and parcels quickly. QR codes are basically extended versions of bar-codes that can hold a lot more data.

QR codes can now be included in any form that is generated by TrakIT. The QR code can be scanned by any QR Code Scanner application either on your computer or on your mobile. Scanning the code and clicking the link will directly take you to the work order.

QR codes also ensure authenticity of documents as QR codes can contain encrypted data as well. We will be expanding new features in TrakIT using QR codes in a variety of ways.

A sample QR code in a form is shown below. Scanning the code will take you straight to the work order. In this example below, scanning the code will take you to the TrakIT Home page.

We will be adding the QR Code scanning capability soon in our Android application. For any questions, feedback or guidance, or to add a QR code on any of your forms in TrakIT, please contact TrakIT Support.

Restricted Reports - Hiding sensitive and/or financial reports

With the introduction of the newfinance module, TrakIT contains a lot more sensitive data than it used to. Although, finance information is tightly controlled by finance roles, finance related data fields added to custom or advanced reports are not restricted from curious users.

In the latest update of TrakIT, you can create "Restricted" custom or advanced reports. Restricted reports are those reports to which only the creator of the report has access to (and System Administrators as well).

An existing report cannot be converted to a restricted report and vice-versa. To create a new restricted report, simply select the checkbox when creating a new report.

Once a restricted report has been created, it will have a icon next to the report name. The report will be visible only to you and to System Administrators. Hence, other users will not be able to see fields or subscriptions being used in the reports.

When creating a restricted report, please be careful of who you add as a recipient for the report as TrakIT cannot control who you send the report to.

For any questions or concerns, please contact TrakIT Support.

TrakIT Customers and Finance Job Changes

TrakIT Customers

Over the next few updates of TrakIT, we will be making some significant changes to the way TrakIT handles customers of shipments. The scope of the changes can be summarized as follows:

1. Make Contractual Customer as the main customer and make it mandatory
2. Disallow Contractual Customer and Shipper/Receiver to be work order specific
3. Status Update Notifications to be sent to Contractual Customer instead of Shipper/Receiver
4. Split Shipper/Receive field into Shipper and Receiver

While it sounds simple enough, there are many other related changes with respect to reports and status updates that will need to be changed.

In this update of TrakIT, we've implemented point 1 and 2:

Contractual Customer is now Mandatory - The Contractual Customer field has switched places with Shipper/Receiver is now the first field to be filled when creating a new work order.

Change of Contractual Customer and Shipper/Receiver always apply to T/D - When modifying a work order header, changing the contractual customer or shipper/receive will always apply to the whole shipment and cannot be changed on individual work orders.

The check-boxes for "Apply to T/D" will always be disabled for Contractual Customer and Shipper/Receiver.

For any questions or concerns regarding the current and upcoming changes, please contact TrakIT Support.

Finance Job

With the latest update, we've added the Contractual Customer's credit status to display on the Finance Job page. Additionally, a "Details" link has been added next to the Weight/Volume field to display details for individual work order.

The Income, Expense and Margin columns are now displayed on the Finance Summary page as well.

For any questions or concerns, please contact TrakIT Support.