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Open Settings in the sidebar. The pages are in three groups: personal, organization and company.

Personal

Organization

Company

Each CargoWise company has its own settings. Select the company in the list under Settings.

Company status

Transitive confirms companies. Messages from a company that is not active wait until the company becomes active.

Mapping

The Mapping pages are read-only. Each rule has conditions on CargoWise values and a result. For example, a rule can set the payment form of a CFDI from the payment method of a CargoWise invoice. If a CFDI has a wrong payment form or a wrong tax rate, read the rules for that document type.