For more specific information about Accounting & Invoices, please refer to the below guide documents:
1. Who can see Invoices in Logixboard?
Invoice visibility depends on user permissions and roles. Only users with the appropriate access will see Invoice documents. Invoices are typically visible to all the Shipment-related party including the “Bill To” party and restricted for others, including Overseas Agents who are not billed directly.
Please refer to Managing access to Invoice for more information.
2. I have multiple Invoices with the same file name. What should I expect?
If multiple files have the same name, all such files are considered "stale" upon any update. Only the most current file version remains actively linked.
3. What Invoice types are supported?
Currently, we only supports Invoices with Ledger = AR (Accounts Receivable) and Transaction Type = INV. Other types (e.g., AP, CRD) are not supported and will not appear in the platform.
4. Can Invoices be downloaded in bulk?
Yes. You can use the “Download All” feature to bulk download Invoices and related documents. The “Download All” menu is only accessible via the corresponding button and remains open as you navigate, but resets upon refresh or logout.
5. Why is Invoice information missing from Analytics?
Analytics will only reflect Invoices that comply with the platform’s Invoice support rules (see Q5). Invoices not matching supported Ledger / Transaction Type combinations are skipped.
6. How is Invoice currency and amount handled?
The platform reflects the Amount and Currency from the Invoice’s "Posted Date" and provides informational conversion rates where relevant.
7. Who should I contact if I believe an Invoice is missing or wrong?
Check first that the Invoice is published in CW1 and associated with the correct account. If still unresolved, contact your Technical Account Manager (TAM) with specific Invoice details for deeper investigation