Configure Your Notice of Assignment
Open Company Profile
Add Important Information:
Within the General Info tab of the Management page, locate the "Important Information" section.
Click on the plus sign (+) button to add new information. This action will prompt the appearance of the "Manage Important Info" pop-up window.
Select Notice of Assignment:
In the Manage Important Info window, locate the drop-down menu.
From the options provided, select "Notice of Assignment".
Copy the Notice of Assignment text provided by your factoring company.
Paste the copied text into the text box within the Manage Important Info pop-up window.
4. Save Changes:
Once you have entered the Notice of Assignment text, click on the "Save" button to save your changes.
Configure Saint John Capital Integration in Alvys
Navigate to the Integrations page
Select Subsidiary and Expand Factoring FTP:
Within the Integrations tab, identify the list of subsidiaries.
Choose the specific subsidiary you wish to configure for Saint John Capital integration.
Once selected, expand the option for "Factoring".
Configure Saint John Capital Factoring:
Locate the Saint John Capital option within the Factoring section and click on the pencil icon to edit and configure.
Enter your Saint John Capital Client ID.
Save Changes:
After entering the necessary credentials, click on the blue Save button to apply the changes.
Repeat for Each Subsidiary (If Necessary):
If you have multiple subsidiaries with accounts for Saint Johns Capital, repeat steps 1-4 for each subsidiary accordingly.
Submitting a Batch to Saint John Capital
Navigate to Factoring Upload Page:
Access the Factoring Upload page in Alvys by clicking on the Factoring Upload link from the Accounting Tab.
Select Subsidiary:
Ensure you have chosen the correct Subsidiary for which you want to submit the batch.
Choose Invoices:
Select all the invoices you wish to include in the batch submission.
Submit Batch:
Once you have selected the invoices, click on the Submit Batch button to proceed with the submission.
Ensure that the customer’s MC number is set in order to submit the batch.
When the user has selected the submit batch button, a pop-up will appear prompting the user to select:
Funding Method:
Wire
ACH
Fuel Card
Visa
2. Payment date (select a date from a calendar)
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.
Saint John Capital Integration - Broker Credit Check
Broker Credit Check:
Saint John Capital offers broker credit check capabilities, providing users with valuable insights into customer and broker creditworthiness. This feature allows for manual and automatic credit checks directly from Alvys.
Users can initiate manual credit checks conveniently from the customer or broker profile, as well as from the load details page. Additionally, automatic credit checks are seamlessly integrated into the system under specific conditions:
During Invoicing Process (Queued Stage):
Automatically triggered before sending the batch to the factoring company.
Triggered if the last credit check was conducted more than 24 hours ago.
Load Creation:
Automatically initiated when creating a new load if the last credit check was performed more than 24 hours ago.
How Does It Work? - Setting up the Integration:
To utilize this feature, users must first follow the step-by-step Integration guide above.
Manually Trigger Credit Check from Customer/Broker Profile
Navigate to Customer/Broker Profile:
Select the desired customer or broker profile within Alvys.
Add Factoring Invoicing Method:
Add a factoring invoicing method to the subsidiary where the Saint Johns Capital integration was added.
Save Changes:
Save the changes made to the customer/broker profile.
Manually Trigger Credit Check:
Click on the refresh icon (↻) next to the customer/broker name to manually trigger the credit check process.
When the credit check is conducted, a green credit check status icon indicates approval for the customer, a red icon indicates a decline, a grey icon signifies an unknown credit check status. The credit check status is also shown next to the customer/broker name.
Manually Trigger Credit Check from the Load Details Page
Select or Create a Load:
Choose an existing load or create a new one within Alvys.
Verify Factoring Invoicing Method:
Ensure the selected customer associated with the load has a subsidiary using the factoring invoicing method.
Initiate Credit Check:
Navigate to the load details page.
Click on the refresh icon (↻) to manually trigger the credit check for the selected load.
Submitting a Load to Factoring Based on the Credit Check Status
Select or Create a Load:
Choose an existing load or create a new one with a customer associated with a subsidiary using the factoring invoicing method.
Advance Load to "Released" Status:
Progress the load to the "Released" status within Alvys.
Generate Invoice:
Click the “Invoice Load” button to generate the invoice for the selected load.
Merge Required Documents:
Merge essential documents such as Customer Rate Confirmation, Proof of Delivery (POD), and the invoice to proceed to the "Queued" status.
Navigate to Factoring Upload Page:
Access the factoring upload page within Alvys.
Select Load(s) to Create a Batch:
Choose the load(s) you wish to include in the batch for submission to factoring.
Submit the batch.