v26.6
Brokering Module
1. AI-Based Extraction of Vessel and Cargo Positions from Emails
The automatic extraction of vessel and cargo positions from email messages has been completely redesigned using AI-based processing.
The main purpose of this functionality is to maintain up-to-date vessel and cargo positions based on incoming information received through the Documents Module in near real time. The average processing time for an incoming email is approximately one minute.
Each incoming email message is automatically analyzed for vessel and cargo position information. When relevant data is detected, the AI identifies:
Vessel name;
Ports and trading zones;
Cargo details;
Laycan and operational dates.
Based on the extracted information, corresponding vessel and cargo positions are automatically created in the Brokering Module.
Once created, the positions become available for further processing using the standard Brokering Module workflow and search functionality for active vessel and cargo positions.
Accounting Module
1. VAT Support for Invoices
Basic support for Value Added Tax (VAT) has been introduced for invoices.
VAT can be either omitted or applied as a percentage of the invoice amount. VAT can be configured both at the invoice level and for individual expenses contained within the invoice.
A new checkbox has been added next to the VAT,% field in the Invoice card. When enabled, the specified VAT rate is automatically applied to all expenses included in the invoice.
2. Claim Invoices
A new Claim Invoice accrual type has been introduced to record client claims related to previously issued invoices or other accruals.
Claim Invoices can be used in situations where a client requests a full or partial refund, for example due to cargo loss, cargo damage, container damage, or other service-related claims.
3. Dedicated Funds Allocation Folder
A new root-level Funds Allocation folder has been added to the Accounting Module.
The folder provides a centralized view of all payment allocations linked to accruals, making it easier to review and manage fund distribution across invoices and other accrual types.
4. Funds Allocation Report
The Funds Allocation Report provides an overview of payment allocations performed during a selected period and supports filtering by one or multiple Own Companies.
Data can be analyzed from both perspectives:
Payments used for allocation;
Invoices and accruals receiving allocated funds.
For more details on this report type, see the Funds Allocation Report article.
5. Write-Off Remaining Balance for Payments
A new Write-Off Remaining Balance action has been added for payments.
This functionality is intended for situations where a payment remains with a small unapplied balance after allocation, typically due to currency exchange rate differences or minor overpayments.
When executed, the action automatically creates special write-off allocation records that clear the remaining payment balance and bring it to zero. As a result, the payment can be fully reconciled without leaving a residual amount that would otherwise keep its status as Partly Filled.
Write-off records are displayed in the Funds Allocation tab of the Payment card. These records are marked with the Write-Off value in the Link Type column.
The action is available:
From the Payment card;
From the payments list through the context menu.
When multiple payments are selected, a confirmation dialog displays the total amount to be written off before processing.
6. Client Currency Conversion Rates
It is now possible to define client-specific currency conversion markups for payment allocations involving different currencies.
The conversion markup is configured individually for each client and is applied when allocating payments to accruals denominated in another currency. This functionality provides greater flexibility in managing client-specific currency conversion policies and accounting for conversion-related costs during cross-currency allocations.
Deals Module
1. Strict Verification Mode
A new Strict Verification Mode has been introduced for verified deals.
When enabled, all accruals and payments linked to a verified deal become protected from further modifications. This helps preserve the integrity of verified financial results and prevents accidental changes to deal-related transactions after verification has been completed.
2. Deal-Based Employee Bonuses
A new mechanism for calculating employee bonuses based on deal performance has been added.
The functionality allows additional compensation to be calculated and accrued based on the financial results of deals within a selected period.
The following bonus calculation methods are supported:
Fixed amount;
Fixed percentage;
Progressive scale.
This provides greater flexibility when implementing performance-based incentive programs for managers and other employees involved in deal execution.
3. Proportional Distribution of Bank Charges
The calculation of deal economics has been enhanced with proportional distribution of bank charges.
Previously, when a payment was allocated across multiple invoices, the full amount of the associated bank charge could be taken into account multiple times within the same deal.
Similarly, if a payment was only partially allocated to deal-related accruals, the entire bank charge amount could still be included in the deal calculations. In certain scenarios, this could lead to distortions in the financial results of a deal.
To address this, bank charges are now distributed proportionally based on the share of each payment allocation within the total payment amount.
The allocation share is calculated as:
The corresponding portion of the bank charge is then calculated as:
The resulting charge amount is automatically converted into the deal currency and included in the deal economics calculation.
Cargo Module
1. Freight Invoice Card Redesign
The Freight Invoice card has been redesigned to align with the standard invoice layout used across the Accounting Module ecosystem.
All rate entries are now displayed as a list;
Rate entries can be edited through dedicated cards;
Rate entries are automatically reflected in the consolidated expenses list in the Accounting Module.
Previous Layout |  |
Redesigned Layout |  |
2. Linking Rate Entries to Containers
A new option has been added for linking individual rate entries in a freight invoice to specific containers.
Container linking is available in the Details tab within the ‘Cargo Packs’ section when editing a cargo item. Users can select one or multiple containers from the list of containers associated with the bills of lading linked to the invoice.
After the containers are assigned, the selected containers are displayed in the freight invoice preview under the Rate of Freight section together with the corresponding freight rates.
3. New Overweight Boxes Package Type
A new package type, Overweight Boxes (pallets), has been added to freight invoices.
The new package type supports automatic rate distribution based on cargo weight and includes corresponding rate type resolution logic for bills of lading.
4. Freight Rebates Enhancements
The Freight Rebates functionality has been expanded.
Freight rebates represent client discounts based on transported cargo over a selected period and are issued through the Cargo Module. Each rebate is automatically displayed in the Accounting Module as a Freight Rebate Invoice and includes detailed information about the cargo shipments used as the basis for the discount calculation.
The following improvements have been introduced:
A new statistics mode that includes clients for whom rebates have already been issued during the selected period;
Support for additional rebate calculation modes:
ShipperandNotifymodes;The ability to create rebates from freight invoices not only in
Clientmode, but also inShippermode;Support for using the same freight invoice to generate rebates for both clients and shippers.
For more details on this action, see the Freight Rebates article.
Documents Module
1. Quick Invoice Attachment to Emails
A new option has been added for quickly attaching generated invoices to email messages.
When composing a reply or forwarding an email, invoices generated in the Accounting Module can now be attached directly as PDF files without the need to export and attach them manually.
This streamlines invoice distribution workflows and reduces the time required to prepare outgoing correspondence.
2. Quick File Attachment from System Objects
A new option has been added for attaching files linked to system objects directly to email messages.
When composing an email, users can quickly select and attach files associated with any object in the system, eliminating the need to locate and upload files manually.
This simplifies document sharing and improves integration between the Documents Module and other system modules.
Voyage Module
1. Multi-Device Temperature Report Editing
Temperature reports submitted through the Daily Reports Web Portal now support draft synchronization across multiple devices.
When completing Hold's Chambers Reports or Container Temperature Reports, all data entered by the user is automatically saved on the server as a draft. This allows partially completed reports to be reopened and continued from another computer or device without losing previously entered information.
As a result, multiple users working under the same portal account, or the same user switching between devices, can continue completing the same temperature report from where the previous session left off.
For more information about web-based report submission, see the Daily Reports Submission via Web Portal section introduced in the v26.2 release notes.
Rules Module
1. Rule Triggers for Object Creation and Editing
Support has been added for executing rules when module objects are created or modified.
Rules can now automatically update selected fields of an object immediately after it is created or edited. Within the rule configuration, users specify which fields should be updated. Fields that are left empty in the rule configuration remain unchanged.
For example, the system can automatically populate a Payment Purpose, Invoice Purpose, Expense Purpose, or other classification fields based on predefined conditions.
This functionality simplifies post-processing, improves data consistency, and supports automatic categorization of module objects.
2. Selective Editing of Payments, Invoices, and Expenses
A new rule action has been added for selectively updating fields of existing module objects.
The action allows rules to modify selected fields of Payments, Invoices, and Expenses without requiring manual intervention. Support has been added for all invoice types as well as expense records, including filtering by rule criteria and updating commonly used fields.
Typical use cases include automatic assignment of categories, correction of data, and enrichment of records after their creation.
3. Email Sending from Rules
A new Send Email action has been added to the Rules Module.
This action allows rules to automatically generate and send email messages when specified conditions are met, enabling notification, approval, and workflow automation scenarios without manual user involvement.