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Can I view a charge in detail?

The charge details page allows a user to view many details related to the charge including the total value and how many times the charge has been included on an invoice in the last 12 months.

**Expected release 29th April 2026**

Overview

The charge details page displays key attributes related to a charge, providing full visibility on charges received from providers. The details page can be accessed from clicking on the related charge in the Data manager > charges table or from clicking on the invoice charge in the Shipment > charges section.

Header

  • Status - the status is currently managed as part of the onboarding process. Please refer to A guide to the Charges tab in the Data manager section for a list of available statuses
  • Disable or Enable - allows approved Admin and Optimise users to disable (and enable) a charge from the audit process.
  • Edit - allows approved Admin and Optimise users to change the clean charge name and/or category value.

Charges

  • Clean charge name - a clean version of the charge name that appears on the invoices. Please note, this name can be amended by authorised users in this page or in bulk.
  • Charge as invoiced - actual charge name that appears on the invoices
  • Category - an aggregated name used in reporting to cluster charges of a similar type. Standardised categories can be viewed here: What charge categories are used in 7bridges?
    . Please note, this name can be amended by authorised users in this page or in bulk.
  • Rate card charge name - the charge name as it appears on the rate card

Provider 

  • Original provider - the providers name, where this charge was first received into the software.
  • Original account - the providers account, where this charge was first received into the software.
  • Date last seen - the latest invoice date for this charge.

Value & volume

  • Total value in the last 12 months
  • Total count in the last 12 months
  • % of total spend (across all providers and accounts)
  • % of account spend

Related links

  • Link to most recent shipments, with the charge
  • Link to most recent invoices, with the charge

How can I disable a charge?

  1. Open the charge details page
  2. Click on the button in the top right-hand corner
  3. Confirm you would like to disable the charge:
  4. The charge status will be displayed as 

How can I enable a charge?

  1. Open the charge details page
  2. Click on the button in the top right-hand corner
  3. Confirm you would like to enable the charge:
  4. The charge status will now be updated to

🗣️ Please note, if a charge is enabled the status will always be updated to New.