We are now integrated with TAFS factoring. The integration can be setup under Setup > Integrations > factoring section.

Once integrated they can upload their invoices to TAFS by selecting the TAFS factoring in the Invoices Module under Ready to Send pill tab.

For Tenants with multiple QBO integrations. They can now choose which QBO integrations to use to synchronize their partner carrier settlements.

This is to ensure that the correct carrier gets debited the settlement amount, incase multiple Quickbooks integrations exist in under one tenancy.

The user will need to go to the Partner Carriers’ profile and select their preferred integration from the parent authority dropdown

Note that the parent authority dropdown selection will be mandatory if Quickbooks Online is integrated with the TMS.

When user clicks on View Recommendation in FleetOps, the system will automatically fetch the Driver, Vehicle and Trailer from the Unit assignment section, if assignment exists.

If unit assignment does not exist in the Asset’s profile then the user will need to manually select the Driver, Vehicle and Trailer to dispatch the load.

For team loads- The tracking map will now show both primary and secondary driver name with Carrier name at the top of the map. The primary driver will be represented by Blue pin and secondary driver will be represented by Purple pin.

If customers are tracking factoring payments and an Invoice has both customer payment and factoring payment entries and they try to mark an invoice as unpaid without deleting all the factoring payment entries then the system will alert them to delete those entries before they can mark the invoice as unpaid.

Once the factoring payment has been deleted only then an invoice can be marked as unpaid.