The following new features have been added for a better customer experience:

There have been a few changes added to the brokerage accounts.

In the Broker Profile, Broker’s name is used as default now.

Main Menu > Broker Profile

Main Menu > Fleet > Drivers

The “Terminated” status filter and toggle have been removed from the drivers’ profiles since drivers are not managed by the broker.

Main Menu > Fleet > Carriers

The carrier section shows more filters now for Carriers in Network, Approved, Unapproved, and Onboarding Status of carriers.

Main Menu > Fleet > Trailers

Main Menu > CRM > Contacts

The Truck Capacity Email Filter has been removed from this section and the contacts profiles since brokers do not own any trucks so they don't need to send out truck capacity emails to their customers.

Pre-qualifications and accidents have been removed from the compliance section.

Main Menu > Compliance

Main Menu > Claims

Driver, Load, Vehicle, and Year are now optional while creating a new claim.

Also, the Brokerage information field has also been removed from the claim information.

Extra Pay Setup, Out of Service Code, and Driver Additional Payment setups have been removed from the setup section.

Main Menu > Setup

While creating a new document type, compliance toggles have been removed.

Main Menu > Setup > Documents Type > Create new document type

Driver/Truck Escrow has also been removed from the escrow types.

Main Menu > Setup > Escrow Types

Loadboards, Collaboration, and Driver Onboarding integrations have been removed from the integrations section.

Main Menu > Setup > Integrations

Drivers, Vehicles, and Trailers have been removed from the Agency and Agents profiles.

Main Menu > Agency Management > Agencies / Agents

Invoices

Drivers, Vehicles, and Trailers filters and Drivers and Units columns have been removed from the invoices module.

Main Menu > Financial > Balances

Driver Escrow and Partner Carrier Escrow Account Balances have been removed from the Balances section.

Toll Transactions

The Toll Transactions have also been removed from the financial module.

An option has been added to download the SCI Payroll file in Settlements History.

Settlements > Settlements History > Download Payroll Files

When the user clicks on the “SCI Payroll file” option, a new window opens where they can select the date range and the carrier name.

Once the user clicks on the Save button, all the entries between the selected date range are exported. The exported entries will be based on the pay period date mentioned in the settlement. If the transaction does not fall within the set pay period date range, it will not be included in the exported file

In the settlements module, Net Pay has been relabeled as “Gross Pay”. These changes have been applied to the

Users can now send emails from their own personal email address.

To enable this, a setting has been added to the global settings.

Main Menu > Settings > General

If toggled on then emails will be sent using the Email SMTP set on the user level instead of global SMTP.

Note: This change is applied to the brokerage only tenants.

Users can now override the partner carrier pay.

Dispatch > Loads > Dispatch Load

An input field called Override Partner Carrier Pay and a toggle Apply Load Rev % towards Override Pay have been added to the loads’ dispatch screen. It uses the same logic as that of Override Driver Pay.

If the user inputs a value in Override Partner Carrier pay, the TMS overrides the rate card and uses the amount from the Override Partner Carrier pay input box.

If the toggle Apply Load Rev % towards Override Pay is on then the percentage to the value entered in Override Partner Carrier Pay is applied.

Users are now able to view the revenue against each split (if available).

Dispatch > Loads > Load Information

When the user clicks on Split Revenue, a pop-up is displayed with an input box against each split where the user will assign revenue. If the primary fee is changed and it becomes less than the sum of split revenue assigned then an alert is displayed to the user: “Primary Fee is less than Total Split Revenue ( total split revenue). Please Readjust Split Revenue Amount first before changing the Primary Fee”.

Users can now choose to add the full amount of the Com Check/EFS Check instead of the used amount by the driver. To enable this, an option has been added to the settlements settings.

Main Menu > Global Settings > Settlements

When the user is adding Com Check/EFS Check transactions from the list of deductions while creating a settlement, and the toggle is on, the system allows the user to “Revert to partial deduction”, and when the toggle is off, the system allows the user to “Add full Com check/ EFS check amount”

A new reference field for Broker Profit has been added in the Dispatch module Grid for the brokerage only tenants. Also, the column “Amt” has been relabeled to “Rev” for Revenue.

Dispatch > Loads

The broker revenue is calculated by the following formula:

Broker Revenue = (Primary Fee + Fuel Surcharge + invoiced accessorials + Adjustments) - External Carrier Total Settlement

The broker profit is also added to the load level as “Profit”.

The “Show Booking Authority” toggle is now on by default for the confirmation email and e-rate confirmation email.