Enhancement Overview:

This release delivers enhancements across invoicing, rate management, integrations, dispatch operations, and user permissions. Key improvements include expanded Convoy automation, enhanced invoice templates, additional payroll and factoring integrations, improved communication tracking, and greater control over load management and driver access. The update also introduces configurable system settings, stronger permission controls, enhanced history tracking, and workflow improvements that simplify daily operations while increasing visibility and operational efficiency.

Enhancement Summary:

Invoice templates have been enhanced with additional shipment and billing details. A Due Date will now be displayed on all invoice templates when it is available on the load. And a new setting, "Show Single/Team Driver Label on the Invoice PDF", allows users to display whether the load was handled by a Single or Team driver on the invoice.

Additionally, a new "Include Container Number on the Invoice" setting has been added to the Load screen. When enabled, the Container Number will be displayed on all three invoice templates, providing improved shipment identification on customer invoices.

A new setting, "Allow Lane Rate Creation Without Location", has been added to provide greater flexibility when creating Customer Rate Cards. When this setting is enabled, users can create lane rate cards without specifying origin and destination locations, allowing more generic rate definitions.

If the system does not find any matching rate cards based on origin and destination on the load then, the rate card without origin and destination will be applied.

If multiple rate cards match a load (for example, a location-specific rate card and a generic rate card), the system prompts the user to select the appropriate rate card. This enhancement simplifies rate card management while maintaining control over rate selection during load creation.

A new "Edit Stop Miles" permission has been added to provide greater control over editing load stop mileage. Administrators can enable or revoke this permission from User Settings. Users without this permission will not be able to edit stop miles, and the edit icon for mileage will be hidden from the load stop information screen.

The Load Update History has been enhanced to track every time an E-Rate Confirmation is resent to an external carrier. Each resend is now recorded with a new timestamp, allowing users to review the complete history of E-Rate Confirmation communications sent for a load.

A new "Track Load" configuration option has been added to the Highway Load Lock integration for tenants with tracking packages. When enabled, the loads sent to highway will have the Tracking flag enabled, allowing the system to notify Highway that those loads need to be tracked.

This provides greater control over load tracking based on operational requirements.

NetSuite Customer ID Validation

A new setting has been added to the NetSuite Customer Sync configuration to validate Customer IDs before syncing invoices.

When enabled, the system verifies that the Customer ID exists in NetSuite.

If the Customer ID cannot be found, the invoice sync will fail and an error will be displayed, helping prevent invalid transactions from being sent to NetSuite.

Support has been added for the Paycom payroll file format, allowing users to export payroll data directly from Settlement History in an Excel format compatible with Paycom. Users can generate the export by selecting the pay date range, carrier, and the preferred matching criteria (Pay Period Date or Actual Date), making payroll processing and import into Paycom more efficient.
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The Love's Factoring integration has been enhanced to support both the Oklahoma and Memphis office locations. During integration setup, users can select the appropriate location, and the system will automatically generate the corresponding CSV file format and PDF naming convention required for successful submission to the selected Love's factoring office.

The Convoy Integration has been enhanced to support automatic load posting. A new setting, "Automatically Post Load to Convoy Once Stop Appointment Has Been Confirmed and Target Rate Is Entered", has been added under Load Posting Settings.

When enabled, the system automatically posts eligible loads to Convoy every 5 minutes once the required criteria are met, including confirmed pickup and delivery appointments, target rate, supported equipment type, weight, and commodity.

Users who prefer manual posting can disable the automatic setting and continue posting loads through the manual posting dialog, which validates all required fields before submission. An additional setting allows the Target Rate to be used as both the Maximum Rate and Auto Accept Rate, eliminating the need to enter two separate values during posting.

The integration also provides enhanced visibility into the posting process. Users can monitor posting status and review detailed posting logs from the Load Posting screen.

When Convoy successfully matches a carrier, the system automatically updates the load with the assigned external carrier, imports the carrier's Rate Confirmation and supported shipment documents, and displays them in the load record.

If automatic posting fails, the load is flagged with an Auto Posting Failed status. Users can review the failure reason, correct any missing or invalid information, filter failed loads, and use the "Request Convoy Auto Posting" action to re-queue one or multiple loads for the next automatic posting cycle.

The Driver Chat module has been enhanced with terminal-based access control,

allowing dispatchers to view only the drivers assigned to their terminal. Additionally, users can configure automatic email reminders for unread driver messages by defining reminder intervals. Notifications can be sent based on terminal assignments or configured to notify specific users for all drivers, helping ensure timely responses to driver communications.
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A new setting “Sort Load Notes as Newest to Oldest ” has been added to allow users to configure the display order of Load Notes.

When enabled, notes can be sorted from newest to oldest, making it easier to view the most recent updates first. The sorting preference is managed through a configurable system setting.