Summary
The following new features have been added for a better customer experience:
TT ELD Integration
QuickBooks Setting - Carrier Invoice RefNumber as Bill Number
ETA Request - En Route and In Transit Status Event additions
Filter addition: Bid Request Sent and Not Sent
Carrier Bills - Payment Amount and Payment Date Field additions
Master Invoice Email - Download Invoice via Link
1. TT ELD Integration
TT ELD has now been added to the ELD integrations in the TMS.
Menu > Setup > Integrations > ELD Tracking
Users can integrate TT ELD by selecting the carrier and entering their API Key/ Integration ID.
Users using the TT ELD can now map their vehicles to LoadStop.
2. QuickBooks - User Carrier Invoice RefNumber as Bill Number
When a settlement synchronizes with Quickbooks, the Carrier Invoice RefNumber now shows up as Billing Id on QuickBooks.
To enable this, a new setting has been added to
Menu > Setup > Integrations > Accounting > QuickBooks (Payrolls and Bills tab)
If the setting is enabled; when synchronizing Settlements/Carrier Bills with QuickBooks, the system checks if Carrier Invoice RefNumber exists on the settlement. If it does, then it is sent as Billing ID to QuickBooks.
If the user makes changes to the carrier Carrier Bill/Settlement after it has been synchronized to the QuickBooks, then it will cause discrepancies and the user will then manually need to reconcile the Carrier Bill/Settlements with QuickBooks.
**This setting will only apply to future Carrier Bills/Settlements. Not the existing ones.
If there is no entry in the Carrier Invoice RefNumber field, the the Settlement# is sent to Quickbooks as BIlling ID.
3. ETA Request - En Route and In Transit Status Events
Additional status events are now available in the external carrier ETA Request feature that flow directly back into the TMS. En Route Event in the Pickup ETA status events and In Transit Event in the Delivery ETA status events have been added.
These events are then sent back to the TMS.
4. Filter to see Loads with Bid Request Sent and Not Sent
A new dropdown filter has been added in the load table to view Loads with Bid Request Sent and Not Sent to enhance the user workflow. This filter will enable swift review of loads pending coverage that have not been sent to carriers(Not Sent) for rate requests, in addition to being able to monitor those loads which have active bids ongoing(Bid Request Sent)
Dispatch > Loads > Advanced Filters > Bid Request
Sent displays all the loads against which Bid Requests have been sent.
Not Sent displays all the loads against which Bid Requests are not yet sent.
All will be the default value and will show all the loads (bid requests sent and not sent)
5. Carrier Bills - Payment Amount and Payment Date
The TMS now displays the PaidAmount and PaidDate on the Carrier Bills main data grid when a Carrier Bill is marked as paid.
Settlements > Carrier Bills > Paid Bills
When a bill is manually marked as paid by the user, the Carrier Bill’s Gross Amount is shown in the PaidAmount column.
The date and time when the Carrier Bill was marked as paid is populated in the PaidDate column.
6. Master Invoice Email - Download Invoice via Link
To overcome the size restrictions when sending the invoices to customers, master Invoices are now sent as a link instead of an attachment to the customers as Master invoices are likely to carry significantly more MB and can be at risk of exceeding email provider capacities upon sending. Receivers simply open email and click link to view the master invoice details
Invoices > Ready to Send