Introducing Alvys TMS Integration for Compass Funding Clients!
Compass Funding Solution is excited to announce our integration with Alvys TMS, tailored to empower businesses in the transportation industry. Here's what this integration brings to you:
Effortless Invoice Creation: With Alvys TMS integration, Compass Funding clients can seamlessly create invoice batches directly within the Alvys platform.
Seamless Submission: Bid farewell to manual processes! Once your invoice batches are ready, simply submit them to Compass Funding via our secure FTP server, ensuring swift and secure transmission of your data.
Streamlined Reporting: Keep track of your purchase reports effortlessly. Download purchase reports from the Compass Funding client portal and upload them directly to Alvys TMS for seamless integration and comprehensive financial insights.
Enhanced Efficiency: By integrating Alvys TMS with Compass Funding, you're unlocking a new level of efficiency in your operations. Spend less time on administrative tasks and more time focusing on growing your business.
Initiate Alvys TMS integration with your Username and Password
How to Configure Compass Funding Integration
Navigate to the Integrations page
Pick Factoring from the list of Integration types
Click the pen (✎) icon next to Compass Funding to open the dialog box
Select the desired Subsidiary for the integration and click Save.
The Add Integration Dialog will appear, prompting you to enter the username and password.
Save Changes:
Once you've entered the required credentials, simply click on the blue Save button to confirm and implement the changes.
Repeat for Each Subsidiary (If Necessary):
If you have multiple subsidiaries that need Compass Funding integration, follow steps 1-4 for each subsidiary accordingly.
Submitting a Batch to Compass Funding
Navigate to Factoring Upload Page:
Access the Factoring Upload page in Alvys by selectng Factoring Upload from the Accounting Tab.
Select Subsidiary:
Ensure you have chosen the correct Subsidiary for which you want to submit the batch.
Choose Loads:
Select all the loads you wish to include in the batch submission.
Ensure that the customer’s MC number is set.
Submit Batch:
Once you have selected the loads, click on the Submit Batch button to proceed with the submission.
Wait for Completion:
Wait until the submission process is completed. The system will notify you once the batch submission is finished.
Closing this page or navigating away from it may disrupt the submission
Purchase Report Upload
Download the purchase report from the compass funding portal for the batch submitted .
Navigate to the Factoring Report Page in Alvys
Find the respective Batch and select it
Click on the blue upload button located in the bottom right corner of that page
This will open a prompt where you will be able to either drag-and-drop the report file or click and then select it from its location folder on your device
After the file has been dropped / selected, please click on the Upload button
