New
May 07, 2020
Invoices List: Filter for Included Documents
We want to make it easier for your accounting team to ensure invoices include all the required documents. We’ve updated our list filters to help your team find invoices by the specific documents attached.
In the Invoices module, add the “Includes Documents” from the filter dropdown menu. Select which documents you want to filter for:
- Signed Pickup
- Signed Delivery
- Commercial Invoice
- Other
Invoices with the selected documents will populate in the invoices list. For consolidated invoices, all attached orders with the selected document type will show in the list results.
Availability:
- This is available to every Rose Rocket user with no additional cost or setup required.
- Available in Sandbox: Tuesday, May 5, 2020
- Available in Production: Tuesday, May 12, 2020
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