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ERPX Documentation — Your complete guide to the ERPX platform

Export Documents Reports

Go to: Export Documents → Reports

Key Reports

ReportDescription
Proforma Invoice with No LCPIs not yet linked to a letter of credit
Pending LC ActionsLCs requiring attention (expiry, missing docs, etc.)

Dashboard

Go to: Export Documents → Dashboard

A high-level overview of:

  • Active proforma invoices by status
  • LCs in progress and their expiry dates
  • Pending document generation tasks
  • Shipments in transit