Learn how to upload your Fedex or UPS invoices to update estimated shipping charges with the actual Fedex charges.
Your FedEx or UPS invoices must be in CSV format before they can be uploaded in Jazva.
Uploading your invoices will make sure that charges for each shipment will be updated into their respective parcel’s financial history. These charges are then recorded and can be displayed in reports as the Cost Actual value of your parcels.
- From the main menu, navigate to Setup > Shipping and select Carriers.
- Click on the carrier account name you would like to upload an invoice to.
- Click the Actions dropdown from the top right corner of the page and select Upload Invoice.
- A dialog box will open. Click Choose File to search for the carrier invoice CSV file.
- Click Upload.
The system will reconcile transactions that match. Unmatched transactions will be displayed and can be exported in a new CSV file for easy reference.
Please sign in to leave a comment.