Create and edit shipment invoices/bills

Q: Payables section in accounting

<ul> <li>Payables Due as Of Date - shows the due payables. You can click on Create Payment button for the respective record to create the due payment.</li> <li>Aging Payable Summary- shows payable summary of up to 90+ days</li> <li>Customer-Vendor Journal Setoff - allows you to create Setoffs directly from Dashboard. Click on Create Setoff button to proceed.</li> </ul> <img src="https://storage.crisp.chat/users/helpdesk/website/1f8ccf1a5bb80d00/paybles_1avz168.png" alt="" />

Q: How to import charge sheets?

<h3 id="shipthistariffratemanagementsoftwareallowsyoutoimportyourfreightratesheetswhichcanthenbeusedtocreatefreightquotes">Shipthis Tariff &amp; Rate management software allows you to import your freight rate sheets which can then be used to create freight quotes.</h3> To import Freight Rate Sheet: <ul> <li>In the Tariff & Rate tab, click Freight Rate Manager → Sea FCL Charge/Sea LCL Charge/Air Charges.</li> <li>Click on the **Menu **button on the top right, and then Import CSV.</li> <li>Click on Choose File to select a rate sheet from your documents. </li> <li>After selecting your file, click on Next.</li> <li>Map your fields from the rate sheet to import in the system and click on Process.</li> <li>After validating your final rate sheet, click on Import.</li> </ul> <img src="https://storage.crisp.chat/users/helpdesk/website/1f8ccf1a5bb80d00/tariff-1_1r5lc5l.png" alt="" /> Similarly, Sea FCL Local or Port Charges, Sea LCL Local or Port Charges, AirPort or Local Charges, and cartage charges can also be added.

Create your customer invoices and billing for each of the shipments using the Add Invoice section of the Shipments Accounting module.

To create your shipment customer invoices or bills:

In the main menu, go to Shipments > All Shipments.
Click on the Edit pencil icon for the respective shipment.
On the Shipment page, click on the Accounting Tab.

If you wish to add an invoice:

Click on the Add Customer Invoice (AR) button.

In the returned Invoice page, enter the below mandatory fields:

**Customer name, Invoice date, Invoice Payment Term **and the Due Date.
Finally, click on Add to save the invoice.

(OR)

If you wish to add a costing or a bill:

Click on the Add Cost/Bill (AP) button.

In the returned Bill/Receipt page, enter the below mandatory fields:

Vendor - Select your desired vendor from the list.

Vendor Bill No - Bill number or TBD if not available.

Issue Date - The Sent date on the receipt.

Due Date - Payment due date.

PO Document - The PO document’s number.
Finally, click on **A

Question 2

Payables section in accounting

Accepted Answer

Payables Due as Of Date - shows the due payables. You can click on Create Payment button for the respective record to create the due payment.
Aging Payable Summary- shows payable summary of up to 90+ days
Customer-Vendor Journal Setoff - allows you to create Setoffs directly from Dashboard. Click on Create Setoff button to proceed.

Question 3

Navigating Shipthis Platform

Accepted Answer

Getting Started

Welcome To Shipthis

Never lose track of accessing the Shipthis modules with our handy resources. Simplified step-wise guides that help you explore and learn to use our features optimally.

Navigating Shipthis Platform

Shipthis is a user-friendly freight forwarding software designed exclusively for freight forwarders across the world. We offer foolproof methods for freight organizations to manage their customers, quotations, shipments and accounting effortlessly.

This user guide is designed to help you understand the Shipthis software and its various features.

Getting to know Shipthis

SHIPMENTS

A go-to module for all things related to your Shipments, from reports to shipments quotes and all kinds of freight.

Dashboard - Gives an overview of your organization’s shipment counts as per selected periods; tabular view of shipments statuses filtered based on operation persons or customers.
Reports - Provides accurate and handy shipment reports for various shipment needs - Ground freight reports, All tasks (Pending, due, completed), Active shipments, Customer reports to name a few.
Accepted Quotes - Displays all accepted quotes pending for job creation and also allows you to create new ones.
My Shipments - Displays all of your user-specific active shipments along with their current statuses. It also lets you edit your shipment’s information for any changes.
All Shipments - Displays all of yo

Question 4

Integrating your bank account with the Shipthis ERP

Accepted Answer

Shipthis Accounting module allows you to integrate you bank account^ with the Shipthis ERP to manage your bank statements and transactions directly

To integrate your bank account with the ERP:

In the **Accounting **tab, click on Banking.
Click on the + Add new button.
Click on the Link with Bank button and choose your bank name OR enter your bank details manually.
Enter your bank credentials and click Submit.
This will lead you onto the Bank page to successfully integrate it with the Shipthis account.

^Direct bank integration is available only for US and European banks currently. If you have any questions, feel free to contact the support at help@shipthis.co.

Question 5

How to generate an API key?

Accepted Answer

After Login you can go to follow the steps

**Step 1 **- Click on the your profile name button and then click on my account. It will take you to your profile page.

Step 2 - Once you are on your profile page, navigate to Security tab, and then to generate a API key click on “Generate API Key”

Step 3 - Once you generate your API key, copy and save it, it won’t be displayed to you once you refresh the page for security reasons.

Question 6

How to import charge sheets?

Accepted Answer

Shipthis Tariff & Rate management software allows you to import your freight rate sheets which can then be used to create freight quotes.

To import Freight Rate Sheet:

In the Tariff & Rate tab, click Freight Rate Manager → Sea FCL Charge/Sea LCL Charge/Air Charges.
Click on the **Menu **button on the top right, and then Import CSV.
Click on Choose File to select a rate sheet from your documents.
After selecting your file, click on Next.
Map your fields from the rate sheet to import in the system and click on Process.
After validating your final rate sheet, click on Import.

Similarly, Sea FCL Local or Port Charges, Sea LCL Local or Port Charges, AirPort or Local Charges, and cartage charges can also be added.

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