Job registration
RegoIQ
Reads freight emails and documents, and registers the job in CargoWise or Expedient once your team approves it.
About RegoIQ
| Files and inputs | Reads PDF (searchable and scanned), Excel (XLSX, XLS, XLSM), CSV, Word (DOCX, DOC) and images (PNG, JPG). |
|---|---|
| Splits a PDF holding several documents, or a workbook holding several sheets, into the separate documents. | |
| Opens forwarded emails at any depth, including attached .msg and .eml files and winmail.dat, and recovers their attachments. | |
| Reads bill and container numbers, ETD and ETA from the email body. | |
| Freight intelligence | Works out the job structure: master and house bills, consols with their shipments, and triangle shipments. An email carrying several master bills becomes separate jobs. |
| Identifies the carrier against your CargoWise organisations by name and SCAC, and the airline from the AWB prefix. | |
| Resolves ports to your own port codes first, then UN/LOCODE. Airports resolve to IATA codes. | |
| Sets the mode and load: FCL, LCL and groupage. | |
| Extracts parties, containers, packages, weight, volume, vessel, voyage, ETD and ETA. | |
| Reconciliation | Groups emails into one shipment by master bill, house bill or container number, even when they come from different senders hours apart. |
| Checks your TMS for the job before creating it. A likely duplicate is held until your team merges or separates it, field by field. | |
| Applies later documents to the existing job. Arrival notices update ETD, ETA, arrival, vessel and voyage. | |
| TMS actions | CargoWise |
| Matches parties to your CargoWise organisations, including the right address. | |
| Creates and updates consols and shipments, and links each shipment to its consol. | |
| Links existing orders using PO numbers from the commercial invoice and house bill, including partial and combined references, and checks the order's parties agree with the shipment's. An ambiguous reference is left unlinked rather than guessed. | |
| Attaches documents as eDocs with the right document type, including your own overrides. Documents already sent are skipped, and the source email is attached. | |
| Expedient | |
| Matches customers and carriers, falling back to SCAC for carriers, and validates the vessel. | |
| Creates and updates jobs, sends house bills on the manifest, and attaches documents. | |
| Exceptions and control | Holds an email with no bill until the documents arrive, and holds house bills until their master arrives. |
| Checks ports, dates, IMO, package types, FCL containers, and party type and country before sending, and tells your team what to fix. | |
| Your team approves every job before it registers. Once a job is in your TMS, documents that arrive later attach as eDocs automatically. | |
| Turns repeated corrections into rules, which your team approves before they apply. |
Accounts payable
APIQ
Reads supplier invoices, checks the figures and the tax, and posts approved costs to CargoWise or Expedient.
About APIQ
| Files and inputs | Picks supplier and agent invoices out of the inbox. Each invoice becomes its own record, even when several arrive on one email. |
|---|---|
| Upload takes PDF, Excel (XLSX, XLS, XLSM), CSV and Word (DOCX). | |
| Invoice intelligence | Reads the header: supplier, invoice number, invoice and due dates, currency, exchange rate, totals, tax, and tax registration numbers. |
| Reads every line: description, amount, GST and job number. | |
| Matches the supplier to your creditors in CargoWise or Expedient. | |
| Codes each line from your rules first, then the supplier's defaults, then a suggestion, and shows the reason for each. | |
| Reconciliation | Checks the lines add up to the invoice total, and the line GST to the header GST. |
| Runs Australian GST and Canadian GST, HST, QST and PST checks: tax not charged, tax that differs from what's expected, PST charged on freight, and tax charged by a foreign supplier. | |
| Catches duplicates: the same file, or the same supplier and invoice number. | |
| Recognises credit notes. | |
| Links each line to its job by consol or shipment number, or by master or house bill. When several jobs match, your team picks. | |
| Reconciles supplier statements against your invoices. | |
| TMS actions | CargoWise |
| Posts the AP invoice with one line per charge against its consol or shipment, with the charge code, GST code and creditor. | |
| Attaches the source invoice as an eDoc. | |
| If CargoWise already holds the invoice, APIQ says so rather than posting it twice. | |
| Expedient | |
| Sends a creditor invoice with cost codes for each job to your Expedient import address. | |
| Exceptions and control | Won't post until the invoice number, the supplier, a job on every line and the supplier's TMS code are all set. |
| Nothing posts until someone on your team presses Post, and every change is recorded. |
Customs compiling
CompileIQ
Extracts every commercial-invoice line and compiles it for your broker to classify and lodge. Tariff classification stays with your broker.
About CompileIQ
| Files and inputs | Upload takes PDF, images (PNG, JPG), Excel (XLSX, XLS, XLSM), CSV and Word (DOCX, DOC), up to 100 pages. |
|---|---|
| From email, it takes commercial invoices sent as PDF attachments. | |
| Each attachment, or each invoice in a multi-sheet workbook, becomes its own invoice. | |
| Customs intelligence | Reads the invoice number, date, currency, Incoterm, supplier, buyer and totals. |
| Reads every line: description, part number and manufacturer part number, quantity, unit, unit price, line total and country of origin. | |
| Leaves HS codes to your broker. | |
| Reconciliation | Checks quantity × unit price against each line total, and the lines against the invoice totals, and explains any gap in words. |
| A second model checks each value appears on the page, and marks every field verified, flagged or unverified. | |
| Links the invoice to its shipment by house bill, then master bill, then container number. | |
| Checks the Incoterm against the invoice: DDP terms to review, currency mismatches and insurance not evidenced. | |
| TMS actions | CargoWise |
| Writes the commercial invoice and its lines onto the shipment's customs declaration, with no flat files or middleware. | |
| Expedient | |
| Exports the invoice lines as a CSV ready to import. | |
| Review and control | Flags each line that needs a look, and every field can be edited. |
| Nothing goes to your TMS until someone on your team sends it. |