Automatic posting

Any invoice where the total amount for a given vendor and job matches the invoiced amount will be posted automatically by BravoTran.

Manual posting

Once all exceptions have been resolved, you may click Post. This triggers four events:

• Creates new Payables Transaction that records the invoice number, amount, and date received.
• Updates accrual (or creates new one).
• Posts accrual.
• Attaches invoice documents to the Payables eDocs tab or the relevant jobs, based on your account configuration.

Shipments vs. consolidations

BravoTran will update to and post to your accruals whether they are at the consolidation or shipment level.

• If posted to the consolidation, charges are apportioned according to the apportionment method recorded in CargoWise One.
• At present, we don’t allow users to add brand new accruals to consolidations within BravoTran because CargoWise requires an apportionment method for a consolidation cost to allocate charges to shipments.

Credits and credit memos

To handle credit memos in BravoTran, just enter the amount starting with a '-' (minus sign). Note: When the net amount for an "invoice" is negative, CargoWise will give it a type of "credit note" rather than "invoice".

Taxes

BravoTran calculates taxes on a charge line basis using the tax rate information in CargoWise. 

• If the invoiced amounts match the accrued amounts, the BravoTran tax amount will match the CargoWise tax amount. 
• If the invoiced amounts are different from the accrued amounts, the BravoTran tax amount will vary accordingly.

BravoTran compares this calculated tax amount to the tax amount on your vendor’s invoice and generates an exception if these amounts do not match. When you post the invoice, BravoTran will update the tax amount in CargoWise One.