Use cases
Finance teams use Orbex Data integrations to close the gap between operational shipment status and accounting records. Typical flows: accrue freight costs at milestone gates, attach supporting documents to vendor bills, and allocate charges to cost centers or customer accounts.
- Accrual triggers on departure, arrival, or delivery milestones
- Invoice matching against carrier bills with tolerance rules
- Multi-currency support with workspace exchange rate tables
- Customer billing data export for forwarder invoicing
Supported systems
| System | Sync direction | Objects |
|---|---|---|
| NetSuite | Bidirectional | Vendor bills, accruals, customers |
| SAP S/4HANA | Outbound | Cost objects, attachments |
| Microsoft Dynamics 365 | Bidirectional | Purchase orders, invoices |
| QuickBooks Online | Outbound | Bills, expenses |
| Custom ERP | API | Configurable |
Custom mappings
Enterprise implementations include field mapping workshops to align Orbex Data charge codes with your GL structure.
Accrual rules
Define accrual rules that fire when shipments hit configured milestones. Rules specify amount source—estimated from rate contract, actual from carrier invoice, or manual—and target ERP object.
Example rule
When ocean shipment reaches Arrived POD, create accrual for ocean freight + destination THC using contracted rate card. Reverse estimate when carrier invoice posts within 5% tolerance.
Document sync
Approved documents sync as attachments linked to ERP transactions. Metadata—invoice number, amount, currency—populates header fields where the connector supports structured handoff.
Only approved document versions sync. Pending or rejected documents are excluded to prevent incorrect postings.
Reconciliation
Reconciliation dashboards compare Orbex Data shipment charges against ERP posted amounts. Flag variances beyond tolerance for finance review. Export reconciliation reports for month-end close.
Close faster
Trigger accruals at departure rather than delivery to spread posting load and reduce month-end backlog for high-volume forwarders.