Loading territories...
| PO # | Vendor | Customer | Date | Expected Ship | Status | Amount |
|---|
Equipment Service Timeline
| Territory | Customer | Equipment | Vendor | Last Service | Next Due | Status |
|---|
Installation
Completed PM
PM Due
Overdue PM
🧭 Travel Cost Advisor
Select a territory to see travel cost guidance for estimates. Based on KD's 2025 actual expenses vs. US State Dept per diem rates.
FedEx International Shipping
Look up invoice → Create label in ShipRush → Enter tracking → Auto-update Method CRM + email customer
Fetching invoice from Method CRM...
EEI filing required (value > $2,500). File EEI manually before shipment clears customs.
After creating the label in ShipRush, enter the details below:
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+ $45 Barrett Trade Services handling fee (Miami ship-from)
Updating Method CRM & emailing customer...
Shipment Tracker
Shipping Financials
| Invoice | Vendor | Freight Cost | Freight Charged | Margin | Margin % |
|---|
Tracking Review
FedEx Reconciliation
| Tracking # | FedEx Invoice | Account | FedEx Charge | CD Invoice | CD Freight | Variance | Status |
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Urgency:
Past Due / Critical
Due This Week
Due Next Week
Future (2+ Weeks)
Held / Exception
Vendor Payment Summary grouped by vendor, sorted by urgency
| Vendor | Terms | Past Due | This Week | Next Week | Wk 3 | Wk 4+ | Total Owed | Urgency | Pay Method |
|---|
Vendor Invoices
Pending Method Updates
Customer Invoices
| Invoice # | Customer | Date | Due Date | Amount | Balance | Days Out | Status |
|---|
Aging Summary by Customer
| Customer | Current | 1-30 | 31-60 | 61-90 | 90+ | Total | Overdue | Action |
|---|
Recent Dunning Activity
Match Results
| PO # | Vendor | Lines | Match Status | Invoice Status | PO Amount | Invoices | Customer |
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PO Detail
PO Information
PO Line Items
Customer Order History
Approval Queue
Match Accuracy
| Total | Accuracy | Exact | Mismatches |
|---|
Match Settings
▶| Scope | Scope Value | Cost Auto-Accept % | Cost Approval % | Action |
|---|
0
Pending Review
0
Needs Review
0
Approved
0
Posted to Method
Pending Charges
0
Active Trips
0
Upcoming Flights
0
Travelers
0
Total Segments
Open
0
In Progress
0
Blocked
0
Waiting
0
Done
0
Extracted
0
Needs Review
0
Approved
0
Failed / Rejected
0
Overdue AR (Top 10)
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Orders Pending Review
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Vendor Confirmation Exceptions
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Follow-ups Due Today
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Reorder Predictions
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Must Pay — Past Due / Critical Vendors
Should Pay — Due This Week
Can Defer — Future Due / Holds / Disputes
Payment Intents
| Customer | Amount | Reference | Status | Created | Action |
|---|
Incoming Wires
| Sender | Amount | Reference Text | Received | Match | Confidence | Action |
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