Enhancement Overview:
Fuel and Toll deductions can now be merged and shown as a single summarized line item in settlements, with the option controlled through new toggles in Global Settings. Carrying over accessorials when duplicating a load is now supported, and users can enable or disable this behavior at the load level. In Load Workflow, new Set Point, Sensor Temp, and Last Updated columns have been added to make temperature monitoring easier. A new setting allows the factoring fee to appear as a separate line item on the Invoice PDF. Also, default CC email addresses can now be auto-added when sending invoices or documents, with the option to edit before sending.
Enhancement Summary:
Fuel & Toll Deductions Shown as Single Line Items in Settlements
Carry Over Accessorials When Duplicating a Load
Temperature Columns in Load Workflow
Show Factoring Fee as a Line Item on Invoice
CC Emails When Sending Invoices and documents
Fuel & Toll Deductions Shown as Single Line Items in Settlements
To simplify settlement details, a new enhancement has been introduced to allow Fuel and Toll deductions to be displayed as single summarized line items instead of separate multiple entries.
Global Settings (Configurable Controls)
Two new options are added under Global Settings → Settlement has added:
Show Fuel Deduction as Single Line Item
Show Toll Deduction as Single Line Item
When enabled, all selected Fuel or Toll deductions in the Unpaid section will be combined and summed as one line item on settlement PDF.
If turned off, deductions will continue to appear individually, as before.
Settings Disable:
Settings Enable:
Additionally, When adding a settlement type manually, users will now see two new toggle options under to define the nature of the deduction:
Use for Fuel
Use for Toll
This helps the system correctly recognize whether a balance deduction belongs to Fule or Toll. If a user is manually adding a new settlement type for Fuel or Toll they need to make sure that they enable the correct toggle for the system to be able to recognize the Fuel/Toll Transactions.
Carry Over Accessorials When Duplicating a Load
A new configuration option has been introduced to control whether accessorial charges should be copied when duplicating a load.A new setting has been added under Global Settings → Load > “Carry Over Accessorial When Duplicating a Load”.
Only the following accessorials from the original load will be copied:
Accessorials with no Paid By selected
Accessorials where Paid By = Customer
Temperature Columns in Load Workflow
Added three new temperature-related columns in the Load Workflow screen to help user to monitor refrigerated loads more easily:
Set Point: The temperature value set for the load.
Sensor Temp: The live temperature reading coming from the ELD.
Last Updated: Shows when the temperature was last updated.
These columns allow you to quickly compare the expected temperature with the actual temperature and track the latest update time.
Show Factoring Fee as a Line Item on Invoice
A new option has been added to allow the Factoring Fee to appear as a separate line item on the Invoice PDF.
Navigate to Customer Profile → Billing Section Turn ON the new toggle:
“ Show Factoring Fee on Invoice PDF”
The factoring fee will be applied on load as per selected factoring percentage for a load.
Templates Preview:
CC Emails When Sending Invoices and documents
A new enhancement has been added to control which email addresses are automatically CC’d when sending invoices. Two new settings are available under Global Settings > Invoices. Users can enable an option to “always CC the Booking/Managed Authority email”, and they can also enter additional email addresses that should be CC’d by default when sending invoices by enabling setting “CC additional users when sending Invoice email” .
These CC emails will auto-populate when sending the invoice, and the user can still edit or remove them at the time of sending.
Additionally, a new setting “Always CC when emailing documents” has been added. When enabled, the specified CC email addresses will also be automatically included when sending documents and compliance files.