New accessorial
Module: Financials · For: Carrier users · Page address: /carrier-portal/financials/accessorials/new
How to get there
Section titled “How to get there”Finance → Sales & Payments → Accessorials → Request accessorial charge
Who can use this page
Section titled “Who can use this page”Needs: Create permission on the Financials module.
| Seat | Can open it |
|---|---|
| Owner / Admin | Yes |
| Manager | Yes |
| User | Yes |
Actions on this page and the permission each needs
Section titled “Actions on this page and the permission each needs”| Action | Permission | Notes |
|---|---|---|
| Cancel | Delete on Financials | Must be granted on its own (not part of Manage) |
| Submit request | Create on Financials | Manage also grants it |
| Edit notes | Edit on Financials | Manage also grants it |
What you see
Section titled “What you see”- Charge
- Evidence
- Notes
- Accessorial charge card — Draft
- New accessorial charge
What you can do
Section titled “What you can do”- Cancel
- Submit request
- Hide preview
- Edit notes
- Show Notes
- Payee
- Payer
- Service location
- Receipt reference
Fields
Section titled “Fields”| Field | Required | Type | Example |
|---|---|---|---|
| Accessorial type | No | combobox | Lumper |
| Amount | Yes | textbox | 185.00 |
| Service date | Yes | textbox | 2026-10-26 |
| Payee | Yes | textbox | Northline lumper desk |
| Payer | Yes | textbox | Customer or carrier |
| Service location | Yes | textbox | Facility · dock · city |
| Receipt reference | Yes | textbox | LUMPER-88213-001 |
| Trigger reason | No | combobox | Select service |
When there is nothing to show
Section titled “When there is nothing to show”- “No notes yet”
Loading, empty and error states
Section titled “Loading, empty and error states”Dropdown-Status state
Loading state
Popover-Guide state
Tooltip state
Last updated 2026-10-27