This release speeds execution and streamlines documentation: add and preview files on key WMS records, pass Cargo Release notes to QuickBooks invoices, filter tasks fast, search charges by item/description, see more on the Cargo Release list, and navigate faster with standardized naming.
What’s New
File Attachments & Preview Across WMS
Introduced the ability to upload and preview attachments (documents, images, etc) on Warehouse Receipts, Packages, Shipments, and Cargo Release records.
This streamlines documentation (e.g., invoices, BOLs, photos) and keeps all supporting files accessible in one place, improving auditability and speed of operations.
QuickBooks Invoicing: Include Cargo Release Notes
Added an option to include Cargo Release notes on the invoice sent to QuickBooks.
This ensures important context (special handling, accessorial explanations, internal remarks approved for billing) flows directly into customer-facing invoices, reducing back-and-forth and disputes.
Enhancements
Task Management Filters in WMS
Added filtering controls to the Tasks view in WMS, making it easier to sort through your view/data based on any of the columns available in the task view
Users can quickly narrow the list and act on pending, past due tasks, etc.
Faster Charge Lookups on Key Forms
Under the Charges tab in Warehouse Receipts, Shipments, and Cargo Release, users can now search by item or description.
This speeds up validation, reduces scrolling, and helps prevent duplicate or misapplied charges.
Cargo Release List: Richer At-a-Glance View
The Cargo Release list now includes additional columns to provide a more comprehensive snapshot without opening each record.
Teams can scan, sort, and prioritize releases faster, improving throughput and visibility.
Standardized Naming Across Forms
We standardized field and action naming conventions across multiple forms.
This improves consistency, reduces training time, and makes navigation more intuitive for both new and experienced users.