At a glance
- Settlements can be sent to a vendor, picked straight from the sending dropdown
- Settlements use the truck ownership that applied during the settlement week, not the one set afterwards
- A factoring company can be linked to an integration, and the active one is selected automatically when you invoice
- Re-assigning a driver who is already booked now warns you about the conflict
- Imported payments can be edited after import
Improvements 14
Settlements can now be sent to a vendor, picked straight from the sending dropdown
- Why we changed it
- The settlement sending dropdown only offered drivers and carriers, so settlements owed to a vendor had to be handled outside the system.
- How it helps
- Payroll and accounting staff can send a settlement to the right vendor without a workaround.
- How to use it
- Open a settlement and choose the vendor in the sending dropdown.
Payout batches can be sorted by any column
- Why we changed it
- The payout batch list came back in a fixed order, so finding a batch by date or amount meant scanning the whole page.
- How it helps
- Accounting staff can order payout batches by the field they care about and find the one they need faster.
- How to use it
- Open the payout batches list and click a column header to sort.
You can configure how schedules synchronize for your company
- Why we changed it
- Schedule synchronization behaviour was fixed and could not be adjusted per company.
- How it helps
- Carriers can set the synchronization options that match how they build schedules instead of working around a default.
- How to use it
- Open the schedule synchronization configuration in settings and adjust the options.
Cycle frequency is only required for recurring maintenance categories
- Why we changed it
- Every maintenance category asked for a cycle frequency, even one-off categories that never repeat, so staff had to enter a meaningless interval to save.
- How it helps
- One-time maintenance categories can be saved without inventing an interval, and the recurring ones still ask for it.
- How to use it
- Add or edit a maintenance category; the frequency field now only appears for recurring ones.
A factoring company can be linked to an integration so invoices flow to the right provider
- Why we changed it
- Factoring companies were managed separately from integrations, with no way to tie a company to the integration that sends its invoices.
- How it helps
- Billing staff set the link once on the factoring company and invoices go out through the matching integration.
- How to use it
- Open a factoring company in billing settings and pick the integration on the edit form.
Deleted drivers are clearly marked wherever they still appear
- Why we changed it
- A removed driver looked the same as an active one, so dispatchers could assign or contact someone no longer with the company.
- How it helps
- It is obvious at a glance which drivers are no longer available, which cuts mistaken assignments.
- How to use it
- Nothing to switch on. Deleted drivers show their status in driver lists and pickers.
The active factoring company is selected automatically when you invoice
- Why we changed it
- Staff had to pick the factoring company by hand every time, even when only one was active.
- How it helps
- Fewer clicks and fewer invoices sent to the wrong factoring company.
- How to use it
- Nothing to switch on. The active factoring company appears preselected and can still be changed.
A carrier phone number entered during tender creation is saved back to the carrier record
- Why we changed it
- Phone numbers typed while creating a tender were not carried over, so the carrier profile stayed out of date or empty.
- How it helps
- Contact details stay current without a second trip to the carrier record.
- How to use it
- Create a tender and enter the carrier phone number; the carrier profile picks it up.
Each user can set the order of their own page tabs and it is remembered
- Why we changed it
- Tab order was the same for everyone, so people had to scan past tabs they never use.
- How it helps
- Everyone keeps the tabs they work in first, without changing anything for colleagues.
- How to use it
- Drag the tabs on a page into the order you want; the arrangement is saved to your account.
Documents are easier to find and work with on the broker side
- Why we changed it
- The broker document screens were awkward to scan and to act on.
- How it helps
- Brokers spend less time hunting for the right paperwork attached to a load.
- How to use it
- Open the documents section for a broker.
Automatic document reading is back in service for uploaded documents
- Why we changed it
- The document recognition integration had been disconnected, so uploads were not being read automatically.
- How it helps
- Fields are filled from the uploaded document again instead of being typed in by hand.
- How to use it
- Upload a document as usual; recognition runs on its own.
The driver page date filter covers the ranges people actually ask for
- Why we changed it
- The existing date filter was too coarse to answer questions about a driver's activity in a given period.
- How it helps
- Reviewing a driver's history over a specific stretch of time takes one filter instead of manual counting.
- How to use it
- Open a driver and set the date range on the page filter.
The locations page has a search box
- Why we changed it
- Locations could only be found by scrolling the list, which is slow once a carrier has hundreds of them.
- How it helps
- You type part of a name or address and get straight to the location.
- How to use it
- Open the locations page and use the search field at the top.
Fixes 12
The state selector in the Road Use Report download works again
- Why we changed it
- When downloading the IFTA road use report, the state could not be selected, so the report could not be pulled for a given state.
- How it helps
- IFTA filings can be prepared for each state without leaving the report screen.
- How to use it
- Go to IFTA, choose Download Road Use Report and pick the state.
Imported payments can be edited after import
- Why we changed it
- Payments brought in through import were locked read-only, so a wrong amount or reference could not be corrected without redoing the import.
- How it helps
- Billing staff can correct imported payment records in place.
- How to use it
- Open an imported payment and edit it as usual.
Adding columns to the order report works again
- Why we changed it
- The add-columns control on the order report failed, leaving the report stuck with its default columns.
- How it helps
- Reports can be built with the exact columns needed again.
- How to use it
- Open the order report and use add columns.
Several dashboard screens no longer throw errors during normal use
- Why we changed it
- A group of errors were surfacing across dashboard screens and interrupting work.
- How it helps
- The affected screens load and save without breaking off mid-task.
- How to use it
- Nothing to switch on.
Carrier contact phone numbers display correctly on order details
- Why we changed it
- The phone number in the carrier contacts block on order details was rendered wrong, so dispatchers could not read or use it.
- How it helps
- Dispatchers can see and dial the carrier contact straight from the order.
- How to use it
- Open an order and look at carrier contacts.
Edits to customers and brokers save correctly
- Why we changed it
- Partial updates to customer and broker records were not applied as sent, so some changed fields were dropped or overwritten.
- How it helps
- Changes to a customer or broker record stick the way they were entered.
- How to use it
- Edit a customer or broker and save.
The permission for editing load distance now grants the right it names instead of failing silently
- Why we changed it
- The edit-load-distance permission pointed at a key that did not exist, so users granted it still could not edit distance on an order.
- How it helps
- Roles with that permission behave as configured, and dispatchers who are supposed to correct distances can do so.
- How to use it
- Nothing to switch on. Check the role in settings if distance editing was previously blocked.
Connecting accounting software no longer fails with an unclear error when the account is already linked
- Why we changed it
- Trying to connect an account that was already connected returned a connection error with no explanation.
- How it helps
- The attempt is handled cleanly and the existing link stays intact instead of leaving staff guessing.
- How to use it
- Nothing to switch on. Retry the accounting connection from settings if it failed before.
Re-assigning a driver who is already booked now warns you about the conflict
- Why we changed it
- A driver could be put on two overlapping assignments with nothing on screen to flag it.
- How it helps
- Dispatchers see the clash before they confirm, instead of sorting out a double-booked driver later.
- How to use it
- Re-assign a driver on an order; the conflict is shown before you save.
Settlements use the truck ownership that applied during the settlement week, not the one set afterwards
- Why we changed it
- Changing a truck's ownership type recalculated past settlements, so a week already worked could pay out on the wrong terms.
- How it helps
- Settlement weeks stay correct after a truck changes hands, and drivers and owner-operators are paid on the terms in force at the time.
- How to use it
- Nothing to switch on. New settlements record the ownership type of the week they cover.
Dialogs no longer jump the cursor into the first field when they open
- Why we changed it
- Every dialog grabbed focus for its first input, which moved the cursor and interfered with keyboard use and scrolling.
- How it helps
- You decide where to start typing, and dialogs stop hijacking the keyboard.
- How to use it
- Nothing to switch on. Open any dialog.
