AscendTMS is seamlessly integrated to Triumph Business Capital, the largest transportation factoring company in the world. If you want your money, you just complete your load in AscendTMS, make sure everything is in order and press "Get Paid".
If your paperwork is in order, shazam, your money is on the way, via wire transfer, ACH, fuel card deposit, T-Check, Money Code, or paper check. Better still, Triumph gives AscendTMS users their lowest rates AND they will pay for your AscendTMS subscription for up to one full year!
Now, THAT'S a deal!
For more details about getting AscendTMS for free - AND - how to get your cash as soon as a load is completed, please visit the link, below.
How to Connect Your Triumph and AscendTMS Accounts
Step 1 — Obtain Your MyTriumph API Key
Begin by logging in to your MyTriumph account — https://www.mytriumph.com —and generating your API Key. Don’t worry — it only takes a minute, and we’ll walk you through it.
Once logged in, click on My Account, then My Client:
Under Additional Settings, click on Edit Details next to the Transportation Management System box:
Select Ascend in the dropdown menu, then click Apply Changes:
Click Connect:
Agree to the Terms & Conditions:
Click Show next to the API Key:
Copy this API Key — you’ll paste it directly into AscendTMS account in the next step.
Step 2 — Enter Your API Key in AscendTMS
API Key in hand? Perfect. Let’s plug it into AscendTMS and finish this up in just a few clicks.
Navigate to Settings in AscendTMS (Administrator access required).
Select Add or Edit Factoring Settings:
Click Connect to Triumph:
Paste or enter your new API Key and click Connect to Triumph to complete the update:
And.. Boom. You’re connected! 🙌
Now let’s turn that connection into cash flow. Here’s how to factor your loads with Triumph inside AscendTMS.
How to Factor Your Loads
Now that your Triumph and AscendTMS accounts are connected, be sure that all of your supporting documents (BOL's, POD's, signed confirmations, receipts, etc.) are uploaded to your loads. All of your uploaded documents will conveniently and automatically accompany your system-generated invoice documents when factoring.
Upload Your Supporting Documents
Uploading your supporting documents is paramount to ensuring your funding request with all required documents are received by your factoring company, thus preventing delays in receiving payment for your invoices.
There are a multitude of ways to upload documents to your loads in AscendTMS.
NOTE: if your supporting documents have already been uploaded, continue to the Submitting Loads/Invoices for Factoring section, below.
Load Actions
From within the load you're working on, locate the green Load Actions bar and hover over Load Documents, then select Upload a Doc.
View or Send Load Docs
From the Load Management screen, right-click on the load you wish to upload documents to. That action (right-click) will open the Load Shortcuts Menu. Select View or Send Load Docs.
Documents may also be uploaded directly to your loads by drivers and carriers via text or through an integration like Transflo. If you have received your documents this way, the easiest method for processing and viewing these documents is to use the View or Send Load Docs option. This option takes you directly to the documents attached to your load.
No matter which option you choose for uploading your supporting documents, each option listed above, when selected, will direct you to the Documents Attached to Load "X" page, pictured below.
To continue with the document upload process, select Upload a New Doc and follow the prompts there.
Once you've selected your document, you will see the following screen, prompting you to further process the document.
NOTE: uploaded and supporting documents require the following information (also referred to as "document tags") to be successfully received by your factoring company:
Load Number
Customer Name
Document Name
Document Type
Once you have the required document tags populated, select Upload.
You will now see your uploaded document within your document list:
From there, continue uploading and processing as many documents as required by your factoring company. Once completed, you will want to send your load to accounting to continue the easy load factoring process.
To do so, simply click on the Send to Accounting Management button in the upper-right corner of your Documents Attached to Load "X" screen.
Submitting Loads/Invoices for Factoring:
Now that you have sent your load(s) to Accounting, let's walkthrough how to submit your loads/invoices for factoring.
Navigate to the Accounting tab on the left side of your AscendTMS screen and select Invoices/Bills.
From the Invoices tab, select one or more invoices to be factored by checking the boxes next to the company name.
NOTE: You must set your Invoice Date(s) before factoring. As needed, you can click in the Invoice Date column of your invoices to set their Invoice Dates.
Once you've entered your Invoice Dates (as needed), click on the Factor Invoices button.
You should now see the following modal pop-up. Click on the red “X” to ensure your invoice(s) are ready for factoring, then select the Continue button.
You will see the following modal pop-up confirming your funding amount. Once confirmed, click the Factor Loads button.
You should now see this modal pop-up, confirming you have successfully submitted your load(s) for factoring:
That's it! It really is that simple! Your invoices, freight bills and supporting documents have now been submitted for funding!