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Use this instruction when an outgoing invoice has already been created, but it must be corrected by creating a credit invoice and then creating a new corrected invoice. This process includes four main steps: Create a credit invoice for the existing invoice...

Mutual Comparison Acts – Documents used to compare and reconcile financial transactions, balances, or invoices between two parties. Create and manage reconciliation documents to compare balances and transactions with customers or suppliers. Finances -> Outgo...

1. How to prepare payments for incoming invoices? 2. How to export payments to the Internet bank? Tips ans tricks How to pay incoming invoices? Use this function when you want to prepare payments for supplier or carrier invoices registered in Cloudex TMS...

Use this function when you need to change the number that Cloudex TMS will assign to the next document you create. The next number can be changed for different document types, including: Outgoing invoices Incoming invoices Client orders Trips / speditio...

Press it will open additional settings. Press it will reset table columns to default state.

To generate a CMR, you have to open the order form. In the Service section, choose the service for which you want to generate the CMR. Locate the POD column and click it. 

1. To send Gmail emails from within OZOLS TMS, follow these steps: 1) Open a Google account and authorize: https://myaccount.google.com/ 2) Opens the Security section 3) Activate two-step authentication (a confirmation code will be sent to the phone) ...

Use this instruction when you need to send payment reminders to customers for unpaid outgoing invoices. Open Finances → Outgoing invoices → Unpaid outgoing invoices totals. 2. In the Due date field, select the date you want to check (usually today). 3....

To generate an invoice automatically, the following criteria must be met: In the client card Invoices tab has to be mark   Order must be in status "Delivered" Depending on the selected “Send inv.” option, a POD/CMR may need to be uploaded and approve...

Open the Partner page. Select the Notification settings tab. Review the available notification types. For each notification type, select the appropriate delivery method: Customer portal – sends the notification to the customer portal. Email – sends the ...

When it is necessary to unlock an order, the following conditions must be met: the user must have the appropriate permissions to do so, and the following steps must be performed: trip must be unlocked, then the order must be saved and reopened. After that, the...

Navigation path: Operational work → Trips/Speditions → Active trips Open Operational work → Trips/Speditions → Active trips. Select the required trip from the list on the left. Open the Map tab on the right side of the trip planning view. Drag and drop ...

Navigation path: Your name → Settings → Classifications → VAT Rate Pressing on Change translations button

Cloudex TMS can use AI to read incoming invoice emails and automatically create Incoming invoices from the information and attachments received by email. To use this functionality, first connect the email mailbox that Cloudex TMS should monitor for incoming i...

Incoming invoices created automatically from emails processed by the Cloudex TMS AI mailbox must be reviewed before they are confirmed. During the review, check: the information read from the supplier invoice; whether the invoice is related to the correct...