Activity log

Use the Activity Log to:

  • See actions, message threads and documents related invoices
  • Un-ignore invoices

Note: Please do not retrieve invoices to process from the Activity log, as these may be in a state of manual review by our internal team.


Email Search

Use Email Search to find emails based on email text. Note: Please do not retrieve invoices to process from Email Search.


Currencies

In most cases BravoTran updates the OS Cost Amount. However, because ocean carriers set their own exchange rates on the invoices, BravoTran can instead update the Local Cost Amounts for these vendors.

The currency used on an invoice is displayed as follows:

  • For forwarders in non-VAT countries like the US:
  • For forwarders in VAT or GST countries:

 

Normally BravoTran selects the currency that is used on the accrual in CargoWise. When an invoice does not have any preexisting accruals and you are adding brand new accruals in BravoTran, the system will default to your local currency.


If you wish to change this currency, simply click on it and select a different currency from the drop-down menu. Note: You cannot perform this action when there are pre-existing accruals in CargoWise. Instead, you should update the currency on the accrual in CargoWise.


Final flag

If there are unposted accruals with the same Charge Code from a vendor on a specific job, BravoTran will not check the final flag. You also have the option of BravoTran not checking the final flag if the invoiced or posted amount is less than the accrued amount. In all other cases, BravoTran will automatically check the final flag.


Multiple CargoWise companies

BravoTran can handle multiple CargoWise companies. These are set up as separate BravoTran accounts. Because of this BravoTran works best if there are unique payables email inboxes for each distinct CargoWise company.


If a user needs to access BravoTran accounts for multiple CargoWise companies, we recommend the following:


Invoices in links

Some carriers send their invoices as hyperlinks instead of PDFs. BravoTran has the ability to automatically convert the invoice links to PDFs.


Note: For some carriers we may need to perform a setup step. To ensure that we can successfully convert the link to a PDF, please send an example invoice to support@bravotran.com..


Add personal signature

To add your personal signature for emails you send out of BravoTran go to Settings/Users and then click edit by your name. If you do not have access to edit, please contact a user on that list with the role “Approver.”