To match your invoices with operational data, you have three main options:
- Go to the 'Containers' tab in the 'Operations' section (the easiest way).
- Use your xChange Wallet.
- Visit a specific deal page.
Choose the option that works best for your usual workflow.
Option 1: Containers tab
- Go to the Operations section and click on the Containers tab to view all your containers
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Use the search bar to quickly locate the container(s) you want to review.
- You can filter by container number, Deal ID, or location.
- Click on See Invoices to check invoice details.
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Optionally, export data by clicking Export as Excel.
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Within the downloaded spreadsheet, you will find each item is linked to its invoice on the platform. You can access it by clicking on See Invoices in the spreadsheet.
- By clicking there, a link will open that takes you back to the platform.
Option 2: Use your xChange Wallet
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Go to the Wallet section and click on the Balance Activity tab.
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Click on the specific month you would like to review.
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You can then click on Open Details on a transaction line you want to review more closely (for example Per diem charges)
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You can then click on Open Details on a transaction line you want to review more closely (for example Per diem charges)
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Find the Container Details link in the last column and click on it.
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The link redirects you to the Containers tab with all your containers listed.
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From here on, you can follow the steps from Option 1: Containers tab
Option 3: Visit a specific deal page
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Navigate to the Leasing section and click on the Accepted Deals tab.
- Open the specific deal you would like to review and click on the Export as Excel button.
- In the exported Excel file, you can find comprehensive details of the deal including pickup charges, storage fees, per diems, and links to associated invoices.
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