Do:

  1. Accrue costs ahead of time, as much as possible, even if only estimating. Not only does this improve BravoTran performance, it provides your managers with more accurate forward cost estimates.
  2. Require vendors to send directly to your Payables mailbox. Having vendors send directly avoids items from getting lost in your inbox, and allows for more reliable vendor selection during processing.
  3. Log into BravoTran regularly, to check on your open items.


Don't:

  1. Approve charges AND modify accruals in CargoWise. If an item is flagged to you, you should EITHER update the accruals on the relevant job directly in CargoWise, OR approve them from BravoTran, never both. If you edit the accruals on the job, BravoTran will see the update and, as long as the amounts match the invoice, should post the item automatically.
  2. Manually forward more than one vendor's invoices in a single email. BravoTran expects to receive your invoices exactly as they come from your vendor, so expects only a single vendor per email. Sending multiple vendors will typically result in the wrong vendor being selected for some of the invoices.
    • An even better solution is to stop manually forwarding invoices at all, and have vendors forward items directly.
  3. Enter invoice numbers against an accrual in CargoWise. There is never any need for this, and it can cause CargoWise to reject BravoTran invoice transmissions as possible duplicates.
  4. Accrue multiple charges on one consol using the same charge code when costs need to be apportioned out to sub shipments. Due to limitations in the available data from CargoWise, the apportioning rules cannot be reliably enforced in this scenario.