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Settlements Invoice Filtering Improvements

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Written by Shipwell TMS Support
Updated over 2 weeks ago

The matched and unmatched invoice list views now support new filters that customers have been requesting for more precise invoice management.

New Filters

  • Delivery date β€” filter invoices by delivery date (exact, before, after, or range) on both matched and unmatched (staging) invoices.

  • Origin/Destination address fields β€” filter by company name, location name, external reference, address line, city, state, country, and postal code for both origin and destination stops.

  • Service provider SCAC β€” filter invoices by carrier SCAC code.

  • Stop location name and external reference β€” filter across all stops on an invoice.

The Unmatched Invoices detail view is now also included in the freight configuration section, making it accessible directly from Financials.

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