Video directory

Video/Lesson

Description

Setting up paperwork tracking (2:36)

The paperwork tracking feature prevents you from completing the invoicing and settlements processes before your drivers check in the required paperwork. This video demonstrates how to activate and set up paperwork tracking.

Tracking paperwork in Invoicing (4:23)

The paperwork tracking feature allows you to record the receipt of paperwork, such as purchase orders or bills of lading, related to a completed trip.

Tracking paperwork in Settlements (7:30)

The paperwork tracking feature allows you to record the receipt of paperwork, such as purchase orders or bills of lading, related to a completed trip.

Video/Lesson

Description

Life cycle of an invoice

This video provides an overview of the Edit Invoice Folder, which is used to calculate charges for orders and process invoices.

Charge type basics

Charge types are the building blocks for billing. A charge type represents anything for which you can bill a customer. This eLearning lesson describes how charge types are set up and used.

Assigning invoice formats (3:10)

This video demonstrates how to use the Output Maintenance feature to specify the formats to use when printing invoices.

Looking up orders to invoice (3:21)

This video demonstrates how to look up an order to invoice using various search methods.

Rating an order (3:41)

This video demonstrates how to rate an order automatically using the Compute Charges feature. It also shows how to rate an order manually by adding individual line haul and accessorial charges.

Printing a single invoice (2:46)

This video demonstrates how to print an invoice and how to change the status of a printed invoice manually.

Creating a credit memo and rebill (2:19)

If you discover an error in an invoice after transferring it to your accounting system, you must create a credit memo to cancel the incorrect charges. You then create a rebill for the corrected amounts. In this video, we demonstrate how to create a credit memo and rebill.

Creating supplemental invoices (1:44)

This video demonstrates how to create a supplemental invoice.

Creating miscellaneous invoices (1:39)

This video demonstrates how to create a miscellaneous invoice.

Creating a split bill (3:36)

This video demonstrates how to create a split bill.

Rating multiple orders using the Processing Queue (2:26)

This video demonstrates how to retrieve and rate multiple orders using the Processing Queue.

Using the Invoices On Hold queue to process orders (2:35)

This video demonstrates how to retrieve and change the status of multiple On Hold invoices using the Invoices On Hold queue.

Printing multiple invoices in a batch (3:09)

This video demonstrates how print a group of invoices using the Print Invoices window.

Setting up a master bill format (4:37)

A master bill is a summary statement that lists the individual invoice totals for a specific Bill To company. This video demonstrates how to set up your system for master billing.

Creating and printing master bills (2:39)

A master bill is a summary statement that lists the individual invoice totals for a specific Bill To company. This video demonstrates how to create and print a master bill from a group of invoices.

Viewing and editing master bills (3:38)

A master bill is a summary statement that lists the individual invoice totals for a specific Bill To company. This video demonstrates how to use the Master Billing feature to view, edit, and print master bills.

Creating master bills between schedule dates (2:44)

Typically, you can only print a single master bill on days that are defined in the master bill schedule. However, you may need to print additional master bills without regard to the schedule. This video demonstrates this process.

Video/Lesson

Description

Trip settlement overview (7:33)

You use the Trip Settlements Folder to calculate pay for a resource’s trips. You can review and edit pay one trip at a time, or you can have the system calculate pay for multiple trips at the same time.

Pay type basics

Pay types are the building blocks for pay. A pay type represents anything for which a driver, carrier, or other third party can be paid. This eLearning lesson describes how pay types are set up and used.

Setting up a pay schedule (6:59)

This video demonstrates how to create a new pay schedule and add pay period cut-off dates for paying your resources.

Adding a date exception to a pay schedule (4:06)

A pay schedule is a timetable for issuing pay. If necessary, you can add an exception to a pay schedule. You do this by modifying one or more dates in the pay schedule.

Setting up a print format for settlement sheets (5:22)

This video demonstrates how to use the Output Maintenance window to specify the formats to use when printing settlement sheets.

Processing pay for a single trip (4:05)

This video demonstrates how to use the Trip Settlements Folder to calculate pay for a resource’s trip.

Processing pay for multiple trips (3:37)

This video demonstrates how to use the Trip Settlements Folder to process a resource’s pay for a group of trips.

Finalizing pay for a single asset (3:48)

This video demonstrates how to use the Final Settlements Folder to run the collect and close processes for a single resource.

Finalizing pay for multiple assets (6:27)

This video demonstrates how to use the Final Settlements Folder to run the collect and close processes for a group of resources.

Correcting pay for a trip that was billed correctly (3:35)

This video demonstrates how to use the Reverse Pay feature. The Reverse Pay feature allows you to correct pay for a trip, such as when the wrong rate, quantity, or pay item was applied.

Correcting pay for a trip that was billed incorrectly (6:20)

Some types of pay are based on charges billed to a customer, such as Percent of Revenue line haul pay. Occasionally, a change must be made to an invoice that has already been transferred to your accounting system. If a resource’s pay was based on the incorrect invoice, you will need to correct the pay.

Setting up deductions (3:54)

Setting up recurring pay (5:00)

A recurring pay adjustment applies a positive pay amount to a resource’s settlement. These are unrelated to pay for trips executed and are applied on a regular basis. Examples include Per Diem pay and bonus pay.

Assigning recurring adjustments to an individual asset (2:55)

After you create a recurring adjustment, you assign it to an individual asset or group of assets. When you run the Collect process for a pay period, the recurring adjustment is applied to each resource’s final settlements record. This video demonstrates how to assign recurring adjustments to an individual asset.

Assigning recurring adjustments to a group of assets (6:06)

After you create a recurring adjustment, you assign the adjustment to the appropriate resources. You can use the group assignment feature to assign a recurring adjustment to multiple resources at the same time. This video demonstrates how to use the group assignment feature.

Printing settlement sheets (2:06)

This video demonstrates how to use the Final Settlements Folder to print a group of settlement sheets.