How to change the Factoring Company per Shipment

This article will show you how to assign a factoring company to a single shipment, instead of to a vendor, for one-off situations:

1. Go to the Accounting page and click on the Approve Bills Screen.

Note: It will only show bills for shipments once the shipment is marked as Delivered

2. On the page filters, select the Carrier option and enter your carrier to search for the shipments you want to assign different factoring company.

3. Check the desired shipment, fill out the Bill Number, and use the Factoring Company drop-down to select the factoring company you want to assign to the shipment

4. Once you click Update Bills, the bills will be approved with the assigned factoring company