CargoWise does not automatically send over the information to BravoTran when new charge codes are created. When your account is first set up we do a one time pull of all your codes but if any are added afterwards we may not have that information available. To address this please follow the instructions listed on this page to export the needed data from CargoWise and send it to us via support ticket so we can update the codes available in BravoTran.
Note that pre-accrued charges are not impacted by this as the information for the accruals, including the charge code, is sent to us from CargoWise. This limitation only affects your ability to select charge codes when creating new lines from scratch within BravoTran.
Charge Codes (always needed)
All charge codes. All columns.
Maintain → Account → Charge Codes
Tax Codes (needed if tax is handled in CargoWise)
All tax IDs. All columns.
Maintain → Account → Tax ID
GL Accounts (needed if using overhead invoices and submitting directly to the GL)
All GL accounts. All columns.
Maintain → Account → GL Accounts
Please also indicate a default branch and department to use per code to ensure maximum automation in BravoTran, otherwise it will need to be populated per line when processing invoices.
