Introduction
LoadStop provides Factoring integration with different factoring companies so that the user can upload the invoices directly from the LoadStop TMS to the Factoring companies portal instead of having to separately log on to the portal and upload the invoices manually. This document explains the procedure of setting up the factoring integration.
Navigation
To integrate Apex with LoadStop, go to the Main Menu, select Setup and then Integrations.
How to Integrate Apex with LoadStop
Once you are in the Integrations module, click on “Factoring” and add the “Apex” integration by clicking on the Apex logo as shown below.
After clicking on Apex, a pop-up window will appear where you can choose Carrier and hit save. This will prompt the Apex credentials screen shown in the next step.
Enter login credentials for Apex Portal and hit the “Login” button. This will save the integration details and the integration will now be live.
How to Upload Invoices in LoadStop
Apex Carrier must have DOT Number and need to match from our Carriers DOT number to upload invoices
On the Invoices page, navigate to invoices with the status “Ready to Send”. Pick which invoices you want to send to Apex on the boxes in the left column. Choose the carrier in the right box.
Prerequisite Data
Customer Name/DOT/MC Number/Factoring ID which is equal to Apex ID.
System will ask any of these fields else it will create a new customer.
MC# not in Apex: This would be a new customer, In this case, add a new customer to apex with MC#.
If MC# is blank on LoadStop show error.
After choosing the carrier, pick Apex Factoring from the drop-down menu and hit “Upload Invoices”. This step will send the chosen invoices to Apex’s portal.
Factoring Logs in LoadStop
We can see the factoring logs in the system of the invoices by going to the Invoices module and then the Pending Uploads tab. From there we go to "Factoring Logs" and then select "details".
Data/Document Types Sending To Apex From Loadstop
Invoice PDF
Rate Confirmation
Attached BOL
Deliverables
Apex Billing Portal
Below is the screenshot of the billing portal grid of the Apex in which we have the invoice pdf which is coming from LoadStop and the related documents, customer name and the reference number with the total amount.