How can I match my invoices with operational data? (How can I reconcile my invoices?)

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To match your invoices with operational data, you have three main options:

  1. Go to the 'Containers' tab in the 'Operations' section (the easiest way).
  2. Use your xChange Wallet.
  3. Visit a specific deal page.

Choose the option that works best for your usual workflow.


Option 1: Containers tab 

  1. Go to the Operations section and click on the Containers tab to view all your containers

  2. 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.

  3. Optionally, export data by clicking Export as Excel.

  4. 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.

  5. By clicking there, a link will open that takes you back to the platform.


Option 2: Use your xChange Wallet 

  1. Go to the Wallet section and click on the Balance Activity tab.

  2. Click on the specific month you would like to review.
    • You can then click on Open Details on a transaction line you want to review more closely (for example Per diem charges

  3. Find the Container Details link in the last column and click on it.

  4. The link redirects you to the Containers tab with all your containers listed.

  5. From here on, you can follow the steps from Option 1: Containers tab 

Option 3: Visit a specific deal page

  1. Navigate to the Leasing section and click on the Accepted Deals tab.

  2. Open the specific deal you would like to review and click on the Export as Excel button.

  3. 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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