In the GoFreight system, different user roles are assigned varying permissions for Block/Unblock functions. The General Manager role includes the ability to Block/Unblock shipments as well as invoices and payments. The Accounting Manager role is limited to Block/Unblock functions for invoices and payments only. For other roles to obtain these permissions, approval must first be granted by a user with either an Admin or General Manager role. Once approved, a GoFreight support agent can then authorize and assign these Block/Unblock permissions to the designated roles.
If you are an authorized user, you can easily block accounting data in batch by files in GoFreight by using the feature “Accounting Block Maintenance”. Here’s how to do it:
1. Navigate to “Accounting” > “Journal” > “Accounting Block Maintenance” in the navigation bar.
2. Select the filter criteria.
We can block or unblock files in batches by category, including shipments, invoices (such as AR/AP and DC), payments made or received, and even journal entries. By default, the "Shipment" category and all its associated types are selected. You can choose the specific category and type you'd like to proceed with. The "Block" option is set to "No" by default, which filters the search to display only files that are not yet blocked.
3. Click “Search”.4. Check the items you would like to block.
A friendly reminder: Only users with the General Manager role are authorized to block or unblock shipments.
5. Click “Apply” to block the selected items.Note: If you choose "Shipment" to apply an Accounting Block, both the shipment and the associated accounting records will be locked and cannot be modified. If you select AR/AP/DC, Deposit/Payment, or General Journal, only the accounting section will be locked and cannot be modified.
The selected items are blocked and will not display below based on the filter block “No.”
How to Unblock Accounting Data in Batch by Files
On the contrary, if you want to unblock accounting data in batch by files, here’s how to do it:
- Navigate to “Accounting” > “Journal” > “Accounting Block Maintenance” in the navigation bar.
- Select the filter criteria and choose Block “Yes.”
- Click "Search".
- Uncheck the items you would like to unblock.
Note: All items are selected by default. - Click “Apply” to unblock only the selected items.
The unselected files are unblocked and will not display below based on the filter block “Yes.”