Release Notes 7/29/2025 - 8/10/2025

🚀Enhancements

TextLocate Integration Completed!

• Here is a link to the full article if you're curious about: full workflow, details, enablement
• The TextLocate integration allows our tenants to work towards decreasing their DSO even more!
  • Drivers utilize the TextLocate app to submit pictures of their paperwork for the shipment they are picking up/delivering. This allows the paperwork to be received as quickly as possible, allowing our users to audit and approve invoices in a timely manner
• TextLocate also pairs well with the Pre-Bill workflow
  • The goal of Pre-Bill is the following:
    • Approve individual documents attached to an Order ahead of time to send the document back to the TMS
    • Approve Orders for billing the customer ahead of receiving the Invoice from the vendor
  • TextLocate increases the likelihood that documents other than the Invoice will be received in Navix BEFORE the Invoice is provided from the vendor

Dispute Queue - Additional Sorting

• In the new Disputes experience (the “All” and “My Disputes” queues), we present more data to users on the Dispute level. As a result, users had suggested some enhancements to the columns that could be sorted to assist them in finding the data they need more quickly and to further organize their queue
• The following columns can now be sorted
  • Party - Alphabetical sort
  • Reasons - Alphabetical sort
  • Age (Days) - Numerical sort
  • Number of Touches - Numerical sort
  • Days Since Last Touch - Numerical sort

Revenova Integration Updates

Make Accounting Seed Tenant Configurable

• A change was implemented to enable approving the Billing and Payable (instead of Invoices) only for tenants that use SF Accounting Seed

Remove Default Document Mapping

• Any Navix document type that isn’t mapped to a Revenova document type will no longer be sent to Revenova.  This will save storage space in Revenova as these documents aren't used for Invoicing.  The documents will be available for reference within Navix.

Create Orders Endpoint - Add Country Codes

• A change has been implemented to allow empty and null values on Stop Address Country code when ingesting Orders.  When blank the default code value is set to USA

EDI Filtering and Single Strategy

• A pain point we’ve had with EDI is limitations with relationship management
• Work has been completed to prevent creating additional relationships in Order and tenant-specific strategies that duplicate logic on our end
• Instead, a single, generic strategy has been implemented for invoice creation. We have moved the relationship management to our side, where we now internally store tenants and their associated carriers based on identity codes

🐞Optimizations

Variance Reasons post Approval

• Tenants informed our team that Variance Reasons for an invoice record were not displaying after the invoice was approved.  A fix was implemented so Variance Reasons are now correctly displaying after Invoice Approval.

MercuryGate Integration Updates

Object Reference Null with Empty Line Items

• If an approved invoice is sent back to MercuryGate and the invoice doesn’t have any line items, it can now be successfully sent back.  Previously a value was required for the line items section of an invoice to go back to the TMS, however this has been updated to support sending an invoice with a null value for line items.

Line Item Description Length Greater than 250 Characters

• When a line item description length exceeded the previously set limit of 250 characters, it was resulting in an error for the record.  A change has been made to truncate any line item value containing a description greater than 250 characters to only be 250 characters max

Create Invoice From Order with Canada as Country

• When creating an Invoice from an Order with a stop in Canada the UI created CA instead of CAN.  This issue has been corrected and is no longer taking place.

📊Reports

Margin Analysis Report - Officially Completed!

• This report highlights the difference between expected and actual margin.  This is invaluable data for our tenants to discover the root cause of any changes:
  • What the tenant EXPECTED to pay the vendor for the Order
  • What the tenant ACTUALLY approved the vendor for the Order
  • The overall Margin change between what the tenant EXPECTED to pay against what they ACTUALLY approved (displayed as both a $ value and % change)

*We recommend using 'Approved Date' for the 'Date filtered on' to avoid having blank or missing values as some invoices may not be approved yet.