Dashboard

• The LIVE "Shipment Dashboard"
  • Desk Reference
  • Video

Navigation

• 6-minute Side Menu Navigation of Customs Flow
  • 6-minute Closed Caption version - Side Menu

Shipments Screen

• 11 minute Shipment Screen Training Video
• 1 minute Shipment Screen Introduction
• 12 minute Trainer - Working with CCI Details
• Manually entering, clearing, or generating new transaction numbers

Client Setup, Billing Functions

• Basic Customer/Client Setup
• Shipment Billing/Invoicing Process
• Setting up auto billing/email functions in Customs Flow

Accounting tasks articles

While accounting vids are in progress these articles will guide you through most AR and AP tasks

• Customs Flow Accounting Process Maps
• Accounts Payable / Accounts Receivable - Accounting FAQs and Procedures

Accounts Receivable 

• Posting the Sales Journal - CC Version
  • Article: https://candatacustomsflow.zendesk.com/hc/en-us/articles/15952929724315
• Month-end close for AR - CC Version
• Planned videos
  • Year end 
  • Cash receipts
    • simple receipt
    • create prepayment 
    • write down or write up the difference,
    • apply prepayment
    • carry over remaining balance to another client

Accounts Payable

• In Progress
  • A/P Month end
  • Post invoice
  • Post Daily Notice (article only)
  • Post a cheque

Also see our Freight Flow Product For Forwarders Video List

• Freight Flow Videos

Customs Flow Webinar Recordings 

Shipments for new users - Shipment Entry Q&A Webinar - English - June 2, 2023

Client Setup Screen / Managing Products - ClientSetup/Products  - English - June 8, 2023

Broker Schedules and Billing - Billing and Schedules Webinar June 21, 2023

April 2nd, 2024 CARM Software Preview and Q&A