Navigate to Company Profile

Find the "Important Information" section of the Management page, then click the plus sign (+) button. The "Manage Important Info" pop-up window will appear.

In the Manage Important Info window, click the drop-down menu to find and select "Notice of Assignment". Then, copy and paste the text below into the text box:

THIS INVOICE HAS BEEN ASSIGNED TO AND MUST BE PAID

DIRECTLY TO, ADVANCE BUSINESS CAPITAL LLC, d/b/a

TRIUMPH BUSINESS CAPITAL

P.O. BOX 610028 Dallas, TX 75261-0028

For paperwork requests please email requests@tbcap.com

CLAIMS OR OFFSETS SHOULD BE DIRECTED TO (866) 414-9600

JURISDICTION FOR ANY LEGAL DISPUTES WILL BE IN DALLAS COUNTY, TEXAS

Finally, click the blue Save button to save your changes.

Contact Triumph and request that they send you FTP credentials that could be used in your setup with Alvys. Please note that you will need to request a separate set of credentials for each subsidiary that you plan to use Triumph for factoring.

After the FTP Credentials have been provided by Triumph, please navigate to the Management page within Alvys by clicking the Profile button in the upper right corner, then select "Management".

On the Management page, select the proper subsidiary from the left hand side, then find the Integrations section. Click the blue Integrate button, then the Add Integration pop-up window will appear.

In the Add Integration window, use the drop-down menu to find and select Triumph.

Next, enter the credentials provided by Triumph for this subsidiary, then click Save. If you have multiple subsidiaries, repeat steps 3 and 4 for each subsidiary that will use Triumph.

All that is left to do now is to submit a test batch. Then, please contact your Triumph sales representative to ensure the submission was successful and acceptable by Triumph.

When you are ready to submit your batch (all the loads that have a Queued status and their invoicing method is factoring), please navigate to the Factoring Upload page from your Accounting Tools in Alvys.

Make sure you have selected the Subsidiary you want to submit the batch for

Select all the invoices you wish to submit

Click the Submit Batch button

Wait until the submission went through (closing this page or navigating away from it may disrupt the submission)

Go to your Triumph Factoring portal Dashboard.

In the Recent Fundings card, click on the report that you want to get the purchase report for

Then, on the right hand side of the page that opens, click on Export Results, then Export to Excel and save the report on your device

After the report has been downloaded, go to the Factoring Report Page in Alvys and click on the blue circle Upload Purchase Report 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

Please do not close the page until the report has been processed. It can take anywhere from several seconds to a few minutes, based on the size of the file.

Go to your Triumph Factoring portal and open the Checks Received page from the Reports tab

Enter the start and end date of the period you want the report to be generated, click on Refresh and then on Full Details

Then Click on Export Results and select Export to Excel and save the report on your device

After the report has been downloaded, go to the Factoring Report Page in Alvys and click on the Upload Payment Report button

Either drag and drop the downloaded file on the “Click to add a file or drag it here” bar or click it and select it from the folder where it was previously saved on your device

Click the upload button

Please do not close the page until the report has been processed. It can take anywhere from several seconds to a few minutes, based on the size of the file.