How to assign an unmatched Invoice entry to a Consignment

Unmatched invoice entries are invoice entries which MachShip is unable to automatically assign to a consignment. Users have options to reject these entries, manually accept the charge and create a consignment, use the entries details to create a new consignment and reconcile the cost against the carrier rates in the system, delete the invoice entry from MachShip or manually assign the entry to an existing consignment.

The below will outline how you can manually assign the entry to an existing consignment. 

How to navigate to Unmatched Entries

Select Finance, scroll down to the Reconciliation section and click View Carrier Invoices. 

 MachShip has provided a way to help you narrow down your search for your invoice.

• Company - Will search for all invoices relating to this Company Name.
• Carrier - Will search for all invoices relating to this Carrier.
• General Search - If you are unsure on the above details, you are able to search for the invoice with the invoice number or filename.

Once you have found the correct invoice, click on the Cog to expand your options.

 Scroll down to View Unmatched Entries.

This will show all the unmatched entries on the invoice. 

To manually assign the entry, click on the Cog and click on Attach to Consignments.

A Manually Assign Consignment to Invoice Entry prompt will come up.

Enter in the MS number reference, consignment number, or reference 1/reference 2 of the MachShip consignment which you wish to attach the invoice to. 

MachShip will return to you a list of consignments.

Select the desired consignment and then select Assign Consignment to confirm.

Once it has been assigned successfully there will be a green prompt that will show in the top right corner of the screen as per below.