I can track trucks or containers to be reported

Date: January 25, 2023

Author: Jean-Philippe Boul

Source: Tango

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1. Go to Jules AI

2. In the "Invoices & Payables" menu, access the "Supplier payables" or "Vendor payables" page. You can apply data manipulation tools, such as searching, grouping, sorting and filtering

3. You can group by

4. After grouping, you can expand or collapse a grouping (or Expand all/Collapse all)

5. When you click on the "Elements" column you can see the different elements to be reported and the progress

6. Another example here

7. You can select multiple lines and click on "Generate"

8. Once the reporting on some trucks or containers is done, you can select them and click on "Close"

We mark trucks or containers as closed, when we consider that there is nothing more to report. It's a way to keep the list up to date

9. Confirming the closing action by clicking on "Yes, close"

10. You can edit the status filtering to show only the closed elements or the opposite

11. You can make to opposite action by clicking on "Open" to re-open trucks or containers

[](https://app.tango.us/app/workflow/7f6c4387-5bb0-47f2-9e44-a2e14f49d259?utm_source=magicCopy&utm_medium=magicCopy&utm_campaign=workflow%20export%20links)

Updated on: 18/07/2024