Before the first filing.
Four things have to be true before an approved entry can leave. The platform checks all four and will tell you which one is missing, so this is a list you can work through rather than a list you have to remember.
- 1
Your company, and its filing workspaces
A company is the business. A filing workspace is an office within it that files under its own CBP filer code. Two offices filing under two codes are two workspaces, and an entry belongs to exactly one of them. Most brokerages start with one.
- 2
Your people, and what each may do
Invite each person with the role they will hold. The invitation names the role before it is accepted and it expires, so an unaccepted invitation does not sit open forever. You cannot grant a permission you do not hold yourself.
- 3
Your importers, and the authority to act for them
Add each importer you file for and record the power of attorney: it is what authorises the brokerage to act for that importer with CBP. Declarly stores what you record and reminds you before it expires; it does not obtain one for you.
- 4
The wallet and the rate
A workspace files from a prepaid balance, at a rate agreed at company level or per importer. Fund it and agree the rate, and the desk can work. Until then an approved entry cannot be filed, because filing charges the wallet.
The platform names the reason.
A company that cannot file is listed as such on the tenancy board with the cause beside it. There are four, and each has one fix.
| What it says | What it means |
|---|---|
| No filer code | The workspace has no CBP filer code recorded, so an entry number cannot be formed. |
| Wallet suspended | Someone suspended the wallet. Nothing files until it is active again. |
| Wallet empty | There is no balance to charge the filing to. |
| No entry rate | Nothing says what a filing costs this workspace, so the charge cannot be computed. |
A missing power of attorney is separate: it does not stop the workspace filing in general, it stops it filing for that importer.
The screen that watches all of it.
A company administrator's home is not a filing desk. It is the state of the account: who has access, which importers' authority is expiring, what the wallet will last, and what has changed.
It is deliberately separate from the desk. An administrator manages the conditions under which filing happens and does not touch entries; a licensed broker files and does not manage access. That separation is the same one the roles enforce — nine of them, and what each holds.
Hand it to the desk.
Once those four are true, an entry writer can prepare and a licensed broker can approve and file. What happens to an entry from there.
Setting up and want a second pair of eyes on it? hello@declarly.com — or open the live demo as a company administrator and walk the same screens with data already in them.