Document Queue
The Document Queue is the initial location where shipment-related documents such as invoices are received. If a document can't be matched automatically to a shipment, it's stored in the document queue and must be matched to a shipment manually.
In Settings, you can add the email address where carriers send invoices and such to arrive in the Document Queue.
Note
If you have carrier direct integration set up, the required documents for the carrier's shipments will be retrieved automatically through the carrier’s API. The required documents are then added to the relevant shipment's Documents section on its Details for Shipment page.
On the Carrier Invoice Document Queue page, select the drop-down arrow to sort the document queue.
On the Carrier Invoice Document Queue page, you can search for a specific document using the default search fields.
Narrow your document search in the Document Queue
Select Show Advanced Filters to apply additional search criteria to narrow your search.
You can import a carrier invoice from the Document Queue into the Carrier Invoices section.
Note
You can import carrier invoices only with the New status.
On the Carrier Invoice Document Queue page, select a carrier invoice.
Select Import.
On the Import Document as New Invoice page, enter and verify the document information.
Select Save. The carrier invoice is imported from the Document Queue into the Carrier Invoices section.
Note
You can assign carrier invoices only with the New status.
On the Carrier Invoice Document Queue page, select a carrier invoice.
Select Assign to existing invoice from the drop-down list.
On the Assign Document to Existing Invoice page, select Assign Document next to a carrier invoice.
You can create tags and assign them to carrier invoices that you want to group together in the Document Queue. Using tags can help you with searching as well as analyzing to extract business insights.
On the Carrier Invoice Document Queue page, select a carrier invoice.
In the top left corner of the Document view, select Add Tag.
Select a tag name from the drop-down list. You can add multiple tags to a carrier invoice.
Note
To add a new tag name to the drop-down list, enter the new name in the empty text field.
Additionally, you can add one or more tags as a batch action to all documents in the Document Queue.
Above the list of documents, select Select All. The Add Tags option displays on the right side of the page.
Select Add Tags. The Edit Tags dialog box displays.
Select a tag name from the drop-down list. You can add multiple tags to a carrier invoice.
Note
To add a new tag name to the drop-down list, enter the new name in the empty text field.
Select Save Tags.
In the top right corner of the page, select Upload New Document.
Select a client and a carrier.
Select Add Metadata to build the document using various key and value pairs.
Select Add Document to attach an already complete document.
Select Save.