Internal

Others

• AI Suggested Reply Template – Support Reply Standard
• [Internal] 收到 Mailchimp 的每月收費通知要怎樣做?
• [INTERNAL] How to Reset a Stage in Jenkins
• [Internal] How to upload training video to Youtube and Help Center?
• [Internal] How to manage Playlists on YouTube & articles on Self Help?

Security Filing Common Issues

• [Internal] 甚麼是 1Y 3Z ?
• [Internal] Security Filing Application Process
• [Internal] ISF 有 AC, 但 not match
• [Internal] ISF no response 1: 只停留在 submitted, 沒有其他的 responses
• [Internal] AMS User ID frozen
• [Internal] ISF Not Match (Wrong Type)
• [Internal] [Summary] ISF Common Issues
• [Internal] ISF no response 2: 只有 AC (only accept), 但沒有 match / not match responses
• [Internal] AMS Reject Response: '299 INVALID B/L IN B04/N9'
• [Internal] ISF Reject - RJ
• [Internal] [Summary] AMS Common Issues
• [Internal] Importer 沒有 CBP Bond, 要在哪裡買 Bond / 買 Single Bond?
• [Internal] AMS 有 AC, 但一直沒有 3Z
• [Internal] AMS RJ
• [Internal] AFR Setup Process
• [Internal] Cancel ISF, status 一直 Deactivating
• [Internal] [eSI] Only Accept, no Received 回執
• [Internal] AMS 有 AC, 但一直沒有 1Y
• [Internal] ISF & AMS FAQ (eFreight)

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Daily Support Issue

• [Internal][Introduction] DEV/SEG report
• [Internal] [Security Filing] How to help cust. to apply and enable ISF?
• [INTERNAL] How to Enable Multi-Currency Environment
• [Internal] [Settings] How to help cust. to set permission
• [Internal][Introduction] ESI
• How to batch create GF users?
• [Internal] How to set up eSI?
• [Internal] How to use Employee Performance Report to review employee's system filing number?
• [Internal] [Operation] How to help cust. to disable user account in GoFreight?
• [Internal] How to set up AMS Direct?
• [Internal][Introduction] Container Owner Type
• [Internal] How to set up eManifest/ACI Direct?
• [Internal] [Security Filing] How to help cust. to apply and enable AMS?
• [Internal] [Operation] How to help cust to add an account?
• [Internal]Training Guide: Warehouse Module

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Support Guidelines (Work in Progress)

• [Internal]New Onboard Process (Updated on 5/22)
• Reporting a Bug in Jira
• [Internal] Support workflow for Customer request (Updated on 10/15)
• [Internal] Onboard Preparation and Build Machine
• [Internal]Ticket Assignment Checklist
• [Internal]Pre-Setup Checklist Before Processing the Setup Ticket
• [Internal] How to Configure User Permissions for Clients?
• [Internal] New Account Onboarding Process
• [Internal]Customer Support CSAT Goal & SLA (effective since Jan 29, 2024)
• [Internal] How to Import TP Data into the FMS system?
• [Internal] How to import G/L Codes and Billing Codes in the FMS system?
• [Internal]How to Process a Churn Request: Machine Termination?

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Tracking

• [Internal][Debug] Troubleshooting for Customer Report That ATD/ATA Did Not Update
• [Internal] How to verify if the EDI update is correct (Website info fields mapping)
• [Internal][Setting] Automobile/ Warehouse App
• [Internal] Which Shipment Statuses in GoFreight are Updated by Tracking EDI?
• [Internal][How To] Troubleshoot for shipments cannot be found
• [Internal][Setting] EDI 315 Setting Proccess
• [Internal][FAQ] Tracking Suspicious Report Email
• [Internal][FAQ] Tracking Email Setting & Trigger Conditions
• [Internal] Tracking Info
• [Internal][FAQ] Tracking Services Differences between OI and OE

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Advanced Accounting

• [Internal] Accounting Equation Explained
• [INTERNAL] Understanding the VP & IS Difference Report
• [Internal] GL code setting switched from OLD to NEW
• [Internal] Mismatch - Deposit Report v.s Bank Reconciliation (due to VOIDED payments)
• [Internal] Calculation of Profit Percentage/Margin
• [INTERNAL] 关于GoFreight系统上的锁定行为 (lock/block behavior)
• [Internal] Air Shipment Profit Calculation
• [Internal] Issue USD invoice but receive CAD payment, how to record in GF
• [Internal] Multi-Tax setup (SG users)
• [Internal] Payment Void System behavior
• [Internal] Balance Sheet "Net Income for this Period" different from Income Statement "Net Income/Loss"
• [Internal] AP Invoice offset with Debit Note, or AR Invoice offset with Credit Note
• [Internal] Prepayment G/L Code Setting (Advanced, not recommended to all customers)
• [Internal] Download Payment Related Data
• [Internal] Multi-Tax Setup (Canadian & General Users)
• [Internal] Potential Bug) Agent Local Statement Exchange Rate Display behavior
• [Internal] Bank Balance v.s Payment Received List - Parameters to select
• [Internal] Dates behind Book & Bank Balance - Knowledge
• [Internal] Tax format of Invoice for Multiple Currency System
• [Internal] Problem with Balance Sheet Numbers - GL code related
• [Internal] How to Calculate Shipment Profit of multiple HBL under single MBL 多HBL在單一MBL底下之票貨利潤計算說明
• [Internal] Duplicate Voucher - how to fix the issue
• [Internal]Accounting by Office (Migration Tool) Guide
• [Internal] Compare Balance Sheet v.s. Aging Report - Recommend Search Method
• [Internal] Ocean Shipment - HB/L Profit Calculation

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FAQ of GoFreight Core system behavior & backstage

• [Internal][Introduction]Email Setup
• [Internal] Data Cleaning Process
• [Internal] System Time Zone
• [Internal] General Document Form Display Behavior & Data Source
• [Internal] Shipment Default Value setting
• [Internal] Shipment/Invoice Block settings
• [Internal] TP by office(Global/Local TP) Introduction
• [Internal] How to set up Multiple/ Group Sender?

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Zendesk

• [INTERNAL] How to Prepare an Onboard Launch Email
• [Internal] How to add image and hyper link in Zendesk signature?
• [Internal] How to utilize Zendesk Side Conversations?

Add-On Services

• [Internal] AES, AFR, ACI, ICS2(ENS) Setup Process
• [INTERNAL] Customer Portal - Quotation List
• [Internal] How to set up a QBO adapter?
• [Internal] Test
• [Internal]AFR Common Issues
• (Internal) Required Items for eFreight Service Applications
• [Internal][Introduction] Agent EDI
• [Internal][eFreight] ISF Configuration Guide
• [Internal] API and Webhook set up process
• [INTERNAL] Customer Portal - Invoice List
• [Internal] Koverly Migration Resources
• [Internal] AMS Direct Setup (eFreight)
• [Internal] Setup eAWB on vendor - Champ and FMS
• [Internal] Review and Submit Applications to eFreight

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