Platform / Capability ledger
716 capabilities. All live.
Most software companies show you a feature grid. This is the ledger: every capability in production today, and which module owns it. On its own tab, what we have chosen not to build — because a list that is all yes is a list nobody should trust. You can read all of it before you talk to us.
From the Lanexa 2.0 capability register · version 2.0.37 · reviewed 2026-08-24 · 2 rows are counted but not listed here, because they describe something we have chosen not to discuss publicly yet
716
Capabilities, all live
22
Modules
100%
Of what we list is in production
v2.0.37
Register reviewed 2026-08-24
Dashboard
22 live · Command & Insight
| Capability | Who can do it | Status |
|---|---|---|
| See how many jobs are moving right now | All roles | Live |
| See money actually collected | All roles | Live |
| See money still owed, and how much is late | All roles | Live |
| Catch delivered loads that were never billed | All roles can see it | Live |
| Jump into the billing work queue from that tile | Administrators and Accountants only — Billing is one of the money screens the app locks, and everyone else who clicks is bounced straight back to the Dashboard (, ) | In progress |
| See driver availability at a glance | All roles | Live |
| Be warned before a driver runs out of legal hours | All roles | Live |
| See the fleet's working state | All roles | Live |
| Read revenue as a trend, not a number | All roles | Live |
| See what just happened in the company | All roles | Live |
| Scan the five newest loads | All roles | Live |
| Open the full load ledger | All roles — is not a gated route | Live |
| Be warned before a licence, medical, insurance or safety certificate expires | All roles | Live |
| Be warned before the company's own credentials lapse | All roles | Live |
| Catch loads whose paperwork is missing | All roles | Live |
| Be told, in words, that the paperwork is complete | All roles | Live |
| Tell an empty company apart from a broken one | All roles | Live |
| See that nothing has happened yet | All roles | Live |
| Open the full missing-document worklist | All roles — is not a gated route | Live |
| Open the specific load with the paperwork gap | All roles | Live |
| Know the exact local time and today's exchange rate | All roles | Live |
| See active storm warnings for where they are | All roles, if they allow browser location | Live |
| See current weather where they are | All roles, if they allow browser location | Live |
| See this week's diesel index | All roles | In progress |
| Change anything | Nobody | Not built |
| Filter by date range | — | Not built |
| Manually refresh the page | — | Not built |
Loads
44 live · Revenue & Movement
| Capability | Who can do it | Status |
|---|---|---|
| Book a load in seconds | Administrators, Dispatchers and Sales | Live |
| Get a client-facing probill number | Anyone who can create | Live |
| Read a rate confirmation PDF with AI | Administrators and Dispatchers | Live |
| Be warned about a re-sent tender | Everyone creating | Live |
| Apply contract pricing | Everyone creating | Live |
| Be stopped from booking an over-extended customer | Everyone can be stopped; only the billing roles — Administrators, Controllers, Accounting and Billing Clerks — can override | Live |
| Record freight line by line | Everyone editing | Live |
| Handle temperature-controlled freight | Everyone editing | Live |
| Handle dangerous goods | Everyone editing | Live |
| Fill cross-border paperwork | Everyone editing | Live |
| Auto-derive the border control number | Everyone editing | Live |
| Inherit a customer's usual broker | Everyone editing | Live |
| Book several similar loads back to back | Everyone creating | Live |
| Get distance and a route without typing it | Everyone editing | Live |
| Assign a driver | Administrators and Dispatchers | Live |
| Assign a truck | Administrators and Dispatchers | Live |
| Add a team (second) driver | Everyone editing | Live |
| Move the load forward one stage | Administrators and Dispatchers | Live |
| Change status directly | Administrators and Dispatchers for the write; the dropdown itself renders for everyone | In progress |
| Mark a truck-ordered-not-used | Administrators and Dispatchers | Live |
| Record a custody event | Everyone with the dialog open | Live |
| Turn a delivered load into an invoice | Administrators and Dispatchers | Live |
| Split a load at a cross-dock | Administrators and Dispatchers | Live |
| Copy a load | Administrators and Dispatchers | Live |
| Reuse a lane | Administrators and Dispatchers | In progress |
| Farm the load out to a partner carrier | Administrators and Dispatchers | Live |
| Produce paperwork | All roles — these entries sit above the mutating block | Live |
| Produce a Proof of Delivery | All roles, gated by status | Live |
| Send the driver their paperwork | Administrators and Dispatchers from the row menu; from the record, whenever a driver is assigned | Live |
| Message the driver about this load | Administrators and Dispatchers from the row; sending from inside the thread needs message-sending permission, which Drivers, Safety and Sales also carry | Live |
| Give the customer a tracking link | Anyone with the record open | Live |
| See the whole story of one load | Everyone | Live |
| Open the journey on its own page | Everyone | Live |
| See the movement grid | Everyone | Live |
| See the money on one load | Everyone with the record open | In progress |
| See a predicted arrival time | Everyone | Live |
| Track document completeness | Attach or generate: any role covering documents, loads or customs filing — in practice every shipped role except Driver and Viewer. Permanently delete: document roles only — Administrators, Controllers, Accounting, Billing Clerks, A/P Clerks, Safety and Sales, but not Dispatchers , | Live |
| Find a load fast | Everyone | Live |
| Slice the ledger | Everyone | Live |
| Switch how the list looks | Everyone | Live |
| See totals | Everyone sees the count; the amounts need a money-visible role — Administrators, Controllers, Accounting, Billing Clerks, A/P Clerks and Sales, but not Dispatchers | Live |
| Export the ledger | Everyone | Live |
| Act on many loads at once | Administrators and Dispatchers in practice — the database refuses everyone else | In progress |
| Delete a load | Administrators and Dispatchers | In progress |
| Jump straight to one load from anywhere | Everyone | Live |
| Fill in the company's own extra fields | Everyone editing | Live |
| See the lane on a map before saving | Everyone editing | Live |
| Leave a note, and decide whether the driver sees it | Everyone editing | Live |
| Read the freight lines back off the record | Everyone with the record open | Live |
Trip Board
40 live · Revenue & Movement
| Capability | Who can do it | Status |
|---|---|---|
| See every working trip at a glance | Everyone | Live |
| Spot trouble without looking for it | Everyone | Live |
| Read the day's counters | Everyone | Live |
| Jump to a trip or a driver | Everyone | Live |
| Search the board | Everyone | Live |
| Filter by what's in a cell | Everyone | Live |
| Copy a cell | Everyone | Live |
| Sort, hide and re-arrange columns | Everyone | Live |
| Save a named layout | Everyone (stored in that browser) | Live |
| Resize the split, go full screen | Everyone | Live |
| Put the Load Pool on a second monitor | Everyone | Live |
| See the fleet on a map | Everyone | Live |
| Build a new trip | Dispatcher, Admin (button ungated on , gated on — see §12) | Live |
| Edit a trip | Dispatcher, Admin | Live |
| Assign a driver or a team driver | Dispatcher, Admin | Live |
| Assign a truck or a trailer | Dispatcher, Admin | Live |
| Work a trip's run sheet | Administrators and Dispatchers only — for anyone else the Arrive and Complete buttons are not drawn at all (, ) | Live |
| Send the driver their run sheet | Anyone whose role may send messages — Administrators, Dispatchers, Safety, Sales and Drivers. For anyone else the menu entry is greyed out () | Live |
| Open a trip's full record | Everyone (action buttons stay gated) | Live |
| Advance the trip's own status | Dispatcher, Admin | Live |
| Work the Load Pool | Everyone | Live |
| Query the pool | Everyone | Live |
| Pivot the pool to people and equipment | Everyone | Live |
| Flag a load for attention | Anyone with edit rights over freight — Administrators and Dispatchers. Everyone else can click, and the database refuses the change | Live |
| Record one of the six custody events | Administrators and Dispatchers. Recording an event touches the trip, its stops and the permanent ledger, and the database refuses all three from anyone without trip-edit rights — so a Viewer or an Accountant can open the menu but the save is refused ( · · ) | Live |
| Link a pool load onto the selected trip | Dispatcher, Admin | Live |
| Change a pool load's status | Administrators and Dispatchers; everyone else meets a refusal from the database | Live |
| Open a load's full record | Everyone (the window's own action buttons stay gated) | Live |
| See a load's full history | Everyone | Live |
| Switch to the spreadsheet lens | Everyone | Live |
| Edit cells inline on the Load Grid | Administrators and Dispatchers; everyone else meets a refusal from the database | Live |
| Reshape the Load Grid | Everyone | Live |
| Read a load's trip context without leaving the grid | Everyone | Live |
| Look up any trip in the company | Everyone | Live |
| Filter loads by workflow stage | Everyone | Live |
| Check border readiness | Everyone | Live |
| See where every asset is parked | Everyone | Live |
| Preview the trip-shaped grid | Everyone | In progress |
| Pop the Load Grid onto a second monitor | Everyone | Live |
| Use keyboard shortcuts | Everyone | Live |
| Land on a trip from a link | Everyone | In progress |
| Refresh, and know how stale you are | Everyone | Live |
Load Status
36 live · Revenue & Movement
| Capability | Who can do it | Status |
|---|---|---|
| See every load as a card in a status lane | Every signed-in member | Live |
| Read the badges on a card at a glance | Every signed-in member | Live |
| Drag a load to a new status | Administrators and Dispatchers — anyone else is refused by the database | Live |
| One-click status advance | Administrators and Dispatchers | Live |
| Be stopped from an impossible status move | Everyone | Live |
| Be warned before a risky status move | Everyone | Live |
| Search the whole board | Every signed-in member | Live |
| Filter by pickup window | Every signed-in member | Live |
| Filter by equipment type | Every signed-in member | Live |
| Filter by customer | Every signed-in member | Live |
| Reset all filters | Every signed-in member | Live |
| See the filtered count | Every signed-in member | Live |
| Hide old delivered loads | Every signed-in member | Live |
| Focus one lane | Every signed-in member | Live |
| See where every load is on a map | Every signed-in member | Live |
| Tell a tracked load from a guessed one | Every signed-in member | Live |
| See which loads need action now | Every signed-in member | Live |
| Show only flagged loads on the map | Every signed-in member | Live |
| See the planned lane for one load | Every signed-in member | Live |
| Know how many loads cannot be mapped | Every signed-in member | Live |
| See the work laid out as a driver calendar | Every signed-in member | Live |
| See team-driver loads on both drivers' rows | Every signed-in member | Live |
| Spot unassigned work | Every signed-in member | Live |
| Open a load's full detail | Every signed-in member | Live |
| Advance the status from inside the detail panel | Administrators and Dispatchers | Live |
| Assign or change the driver / truck | Administrators and Dispatchers | Live |
| Hand a moving load to a partner carrier | Administrators and Dispatchers; the partner-carrier desk has its own permissions downstream | Live |
| Record a custody event | Any signed-in member of the company. The routine behind the button checks company membership and nothing else (). Editing rights only come into it when the event *also* moves the load's status, because that part is an ordinary load edit () | Live |
| Read the load's whole story in plain English | Every signed-in member | Live |
| Open the full-page Journey view | Every signed-in member | Live |
| Copy a public tracking link for the customer | Every signed-in member | Live |
| Create a new load without leaving the board | Administrators and Dispatchers directly; Salespeople only by converting a quote | Live |
| Go fullscreen | Every signed-in member | Live |
| Pop the board into its own window | Every signed-in member | Live |
| Jump to the Trip Board | Every signed-in member | Live |
| Compose an incumbent-style Run Sheet message | Dispatcher | Live |
eManifest
29 live · Border & Compliance
| Capability | Who can do it | Status |
|---|---|---|
| Border Desk list | Everyone signed in | Live |
| Four-number status board | Everyone signed in | Live |
| Filter by direction and status | Everyone signed in | Live |
| Search across the desk | Everyone signed in | Live |
| Live border wait times | Everyone signed in | Live |
| Filing countdown clock | Everyone signed in | Live |
| Missing-broker radar | Everyone signed in (needs a single company pinned) | Live |
| Create a crossing from a trip | Administrators, Dispatchers, Safety | Live |
| Inherit the broker and entry type from the load | Automatic at creation | Live |
| Round-trip: two crossings on one trip | Administrators, Dispatchers, Safety | Live |
| Border readiness score + checklist | Everyone signed in (score); clicking navigates | Live |
| Assign the conveyance reference | Administrators, Dispatchers, Safety | Live |
| Derive missing shipment numbers | Administrators, Dispatchers, Safety | Live |
| Print the lead sheet | Administrators, Dispatchers, Safety | Live |
| Print PARS/PAPS label sheets | Administrators, Dispatchers, Safety | Live |
| Print the driver crossing packet | Administrators, Dispatchers, Safety | Live |
| Share the packet to the driver's phone | Administrators, Dispatchers, Safety | Live |
| Portal Filing Assistant | Administrators, Dispatchers, Safety — the whole Assistant, not just "Mark Filed", sits inside the filing-rights toolbar | Live |
| Email the broker packet | Administrators, Dispatchers, Safety | Live |
| Track the broker loop | Administrators, Dispatchers, Safety | Live |
| Open the broker's public tracker | Administrators, Dispatchers, Safety | Live |
| File the acceptance evidence | Administrators, Dispatchers, Safety | Live |
| Advance the filing status | Administrators, Dispatchers, Safety | Live |
| Record a rejection with its reason | Administrators, Dispatchers, Safety | Live |
| Filing history | Everyone signed in | Live |
| Edit port and arrival time | Administrators, Dispatchers, Safety | Live |
| Remove a load from a crossing | Administrators, Dispatchers, Safety | Live |
| Remove the crossing | Administrators, Dispatchers, Safety | Live |
| CBSA outage paper fallback | Everyone signed in (ACI crossings only) | Live |
| Deep link into a crossing | Everyone signed in | In progress |
| Add a load to an existing crossing | — | Not built |
| Transmit the filing electronically | — | Not built |
Interline Desk
28 live · Revenue & Movement
| Capability | Who can do it | Status |
|---|---|---|
| See the whole farm-out picture on one desk | Any signed-in member | Live |
| Read the four headline numbers | Any signed-in member | Live |
| Search everything at once | Any signed-in member | Live |
| Onboard an interline partner | Administrators and Dispatchers | Live |
| Onboard a partner without leaving the tender form | Administrators and Dispatchers | Live |
| Edit an existing partner | Administrators and Dispatchers | Live |
| Be nagged about partner compliance | Any signed-in member | Live |
| Tender a load to a partner | Administrators and Dispatchers | Live |
| See the margin before committing | Administrators and Dispatchers | Live |
| Set an offer clock | Administrators and Dispatchers | Live |
| Record a deal already agreed on the phone | Administrators and Dispatchers | Live |
| Be warned about border identity before the tender goes out | Administrators and Dispatchers | Live |
| Mark the partner's answer | Administrators and Dispatchers | Live |
| Close out a covered load | Administrators and Dispatchers | Live |
| Produce the rate confirmation | Administrators and Dispatchers | Live |
| Download that PDF | Administrators and Dispatchers | Live |
| Email it to the partner with the PDF attached | Administrators and Dispatchers | Live |
| Edit tender details without touching status | Administrators and Dispatchers | Live |
| Record that the partner files the border crossing | Administrators and Dispatchers | Live |
| Stamp that the partner actually crossed | Administrators and Dispatchers | Live |
| Hand a moving load to a partner mid-journey (interchange) | Administrators and Dispatchers | Live |
| Re-tender a load the first partner turned down | Administrators and Dispatchers | Live |
| Jump to the partner's payable | Any signed-in member | Live |
| Open the load's interline paperwork | Any signed-in member (the menu item appears whenever the load is visible) | Live |
| Read the load's full event history | Any signed-in member | Live |
| Open the whole load from a desk row | Any signed-in member | Live |
| Reach the desk from the main menu | Any signed-in member | Live |
| Reach the desk from the old bookmark | Anyone | Live |
| Tender straight from a partner row | Administrators and Dispatchers | In progress |
Quotes
35 live · Revenue & Movement
| Capability | Who can do it | Status |
|---|---|---|
| See the quote list | Every signed-in member | Live |
| Filter by status | Every signed-in member | Live |
| Read the four headline counters | Every signed-in member | Live |
| Read the sales funnel strip | Every signed-in member, when one company is selected | Live |
| Create a quote | Admin, Dispatcher, Sales | Live |
| Be forced to start as a Draft | Same | Live |
| Apply a rate card | Same | Live |
| See your own lane history | Same | Live |
| Be warned about an off-market price | Same | Live |
| Be warned about a below-cost price | Same | Live |
| Set the company's cost floor | Same | Live |
| Add freight items | Same | Live |
| Add charge lines | Same | Live |
| See the destination tax preview | Same | Live |
| Get a cross-border nudge | Same | Live |
| Edit a quote | Same | Live |
| Email the quote to the customer | Same | Live |
| Preview the attached PDF before sending | Same | Live |
| Copy the public link | Same | Live |
| Download the quote as a PDF | Every signed-in member | Live |
| Decline a quote | Same | Live |
| Convert a quote to a load | Same | Live |
| Delete a quote | Same | Live |
| Export the quote list | Every signed-in member | Live |
| Open a quote from a link or search | Every signed-in member | Live |
| Jump from a quote to its load | Every signed-in member | Live |
| See the quote as a card | Every signed-in member | Live |
| See the acceptance evidence | Every signed-in member | Live |
| (Customer) open the quote with no account | Anyone holding the link | Live |
| (Customer) choose optional charges | Anyone holding the link | Live |
| (Customer) accept the quote | Anyone holding the link | Live |
| Automatic expiry | System | Live |
| Expiring-soon warning | System | Live |
| Instant acceptance alert | System | Live |
| Parked-acceptance chase | System | Live |
| Revoke a public quote link | Nobody | Not built |
| Convert a parked acceptance | Nobody | Not built |
| See how many times a quote was viewed | Nobody | In progress |
| Put a discount on a quote | Nobody | Not built |
| Revise a quote into a new version | Nobody | Not built |
| Read a quote's status history | Nobody | In progress |
Unified Communications
36 live · Command & Insight
| Capability | Who can do it | Status |
|---|---|---|
| Triage by what needs you | Anyone who can open the page | Live |
| See how long someone has waited | Anyone | Live |
| Search conversations | Anyone | Live |
| Narrow the list | Anyone | Live |
| Group by age | Anyone | Live |
| See at a glance what is yours | Anyone | Live |
| Be told what an empty list means | Anyone | Live |
| Remember your chosen view | Anyone | Live |
| Read a thread | Anyone | Live |
| Reply quickly | Admin, Dispatcher, Driver, Safety and Sales — the five roles that may send | Live |
| Write an internal note | The same five roles that may send | Live |
| Send a templated message with an attachment | The same five roles that may send | Live |
| Change a thread's status | Any company member — this control carries no permission check at all | Live |
| Assign a thread | Admin, Dispatcher and Driver for the buttons; naming a specific colleague also requires the right to manage users, which in practice means an Admin | Live |
| Tag a thread | Any company member | Live |
| Mark a thread personal | Any company member | Live |
| Attach a conversation to a load | Any company member | Live |
| Jump to the load or driver | Anyone | Live |
| Log a driver's message as an exception on the load | Any company member of that load's company | Live |
| Clear the Unmatched queue | Admins, anyone who can manage users, and Dispatchers — enforced both on screen and independently inside all three of the database routines behind it, so it is never a button that fails. · | Live |
| See this month's message spend | Anyone | Live |
| WhatsApp 24-hour window warning | Anyone | Live |
| Quiet-hours courtesy hint | Anyone | Live |
| Open a driver's photo or PDF | Anyone | Live |
| Work on a phone | Anyone | Live |
| Unread badge in the top bar | Anyone | Live |
| Edit the saved reply templates | The same five roles that may send | Live |
| Alerts bell | Anyone | Live |
| Work an alert like a ticket | Any company member | Live |
| Choose how you are told | Any company member, for themselves | Live |
| Write an alert rule | Any company member can open it; the underlying recipient table is Admin-only at the database. | Live |
| Set an on-call rota | Any company member | Live |
| Set what inaction costs | Any company member | Live |
| Allow customer-facing email | Any company member | Live |
| Receive a 3am phone call for a panic alert | Whoever a rule targets | Live |
| AI morning brief | Any company member, per their own settings | Live |
| Resend a failed message | — | Not built |
| Trip / Manifest context card | — | Not built |
| Bulk actions on threads | — | Not built |
Fleet
41 live · Resources
| Capability | Who can do it | Status |
|---|---|---|
| See the whole fleet at a glance | Everyone signed in | Live |
| Switch between the five views | Everyone signed in | Live |
| Count strip with one-click filtering | Everyone signed in | Live |
| Filter by status | Everyone signed in | Live |
| Switch between a dense table and cards | Everyone signed in | Live |
| Add a truck | Admin, Dispatcher | Live |
| Record regulatory identifiers on a truck | Admin, Dispatcher | Live |
| Record engine, fuel and axle detail | Admin, Dispatcher | Live |
| Record the federal annual inspection | Admin, Dispatcher | Live |
| Add company-specific fields to a truck | Admin, Dispatcher | Live |
| Open a truck's full record | Everyone signed in | Live |
| See a truck's paperwork | Everyone signed in | Live |
| See a truck's lifetime history | Everyone signed in | Live |
| Edit a truck | Admin, Dispatcher | Live |
| Retire a truck | Admin, Dispatcher | Live |
| Add a trailer | Admin, Dispatcher | Live |
| Record trailer dimensions and weights | Admin, Dispatcher | Live |
| Record how a trailer is owned | Admin, Dispatcher | Live |
| Record reefer detail | Admin, Dispatcher | Live |
| Record trailer inspection, plate and insurance dates | Admin, Dispatcher | Live |
| See a trailer's lifetime history | Everyone signed in | Live |
| Delete a trailer | Admin, Dispatcher | Live |
| Add a yard, dock, terminal or zone | Everyone signed in — no permission trigger on this table | Live |
| Give a yard a location and a geofence radius | Everyone signed in | Live |
| Record yard capacity, dock doors and hours | Everyone signed in | Live |
| Mark a yard inactive | Everyone signed in | Live |
| Remove a yard | Everyone signed in | Live |
| Correct or move an asset's position | Admin and Dispatcher only. The ledger accepts a movement from whoever is trusted with trips or with the fleet, which in the shipped roles means those two and nobody else — a Safety user is refused () | Live |
| See where each unit was last seen, with a confidence cue | Everyone signed in | Live |
| See the fleet on a map | Everyone signed in | Live |
| See live telematics positions | Everyone signed in | Live |
| Check whether the GPS feed is healthy | Everyone signed in | Live |
| Refresh live positions on demand | Everyone signed in | Live |
| Rank trucks by revenue | Everyone signed in | Live |
| See which trucks ran the most this month | Everyone signed in | Live |
| See fleet utilisation | Everyone signed in | Live |
| See which trailers are sitting | Everyone signed in | Live |
| Run the full trailer idling report | Everyone signed in | Live |
| Jump straight to a unit from global search | Everyone signed in | Live |
| See which company owns a unit | Everyone signed in | Live |
| Delete a truck outright | Nobody | Not built |
| Start from an empty fleet | Everyone signed in | Live |
| Filter or count on the Yards tab | — | Not built |
| Un-retire a truck, or restore a deleted trailer or yard | Nobody | Not built |
| Set a truck's odometer from telematics | — | Not built |
| Get warned before a plate, insurance or safety date expires | Admins receive it | In progress |
Drivers
20 live · Resources
| Capability | Who can do it | Status |
|---|---|---|
| Add a driver | Anyone can press the button; only Admin and Safety complete the save, because the database refuses everyone else (seg292 ) | Live |
| Edit a driver | Admin and Safety only — the menu item is shown only to roles allowed to change a driver, and the panel's Edit button is withheld the same way (, ) | Live |
| Change a driver's duty status | Admin and Safety | Live |
| Record a communications consent | Admin and Safety | In progress |
| Record border and immigration details | Admin and Safety | Live |
| Mark a driver active or inactive | Admin and Safety | Live |
| Fill company-defined custom fields | Admin and Safety | In progress |
| Filter the list by status | Everyone | In progress |
| Switch between table and card view | Everyone | Live |
| Read the fleet counts strip | Everyone | In progress |
| See expiry traffic lights | Everyone | Live |
| See hours-of-service headroom | Everyone | In progress |
| See this month's miles and revenue per driver | Everyone — money is not hidden from any role on this screen | Live |
| Open a driver's full record | Everyone | Live |
| Assign or change a driver's default truck | Admin, Safety or Dispatch — the truck-assignment procedure accepts either the driver permission or the fleet permission (seg292 ) | Live |
| Upload a credential scan | Any signed-in member — this record type carries no permission rule at all (see section 12) | Live |
| Open a stored credential file | Any signed-in member of the owning company | Live |
| Delete a credential | Any signed-in member — no confirmation dialog, no permission check | Live |
| Attach other documents to a driver | Uploading needs one of the document, load or customs-filing permissions (seg292 ) — between them, Admin, Safety, Dispatch, Controller, Accounting, Billing Clerk, A/P Clerk and Sales. The panel deliberately offers no delete () | Live |
| Book time off | Any signed-in member — no permission rule on this record type either | Live |
| Remove a booked leave period | Any signed-in member of a company the row belongs to | Live |
| See who is on leave today | Everyone | Live |
| Read the movement history | Everyone | Live |
| Read the driver's recent loads | Everyone | In progress |
| Read and reply to the driver's message thread | Reading: everyone. Sending a reply, and handing the thread to a colleague, need the messaging permissions that Admin, Safety, Dispatch, Sales and the Driver role hold () | In progress |
| Jump straight to a driver from search | Everyone | Live |
| Retry a failed load of the list | Everyone | Live |
| Delete a driver | — | Not built |
| Set a fuel card number | — | Not built |
| Search or sort the driver list | — | Not built |
Customers
45 live · Resources
| Capability | Who can do it | Status |
|---|---|---|
| Browse the customer book | Everyone signed in | Live |
| Search | Everyone | Live |
| Filter Active / Inactive / All | Everyone | Live |
| Filter All / Customers / Brokers | Everyone | Live |
| Sort the list | Everyone | Live |
| See what each customer owes | Everyone | Live |
| Add a customer or broker | Anyone can open the form; the save succeeds only for the customer-editing roles, or a dispatcher | Live |
| Edit a customer | The customer-editing roles | Live |
| Delete a customer | The customer-editing roles | Live |
| Mark a customer inactive | The customer-editing roles | Live |
| Type a record as a Broker | The customer-editing roles | Live |
| Import brokers from a spreadsheet | The customer-editing roles | Live |
| Set a credit limit and currency | The customer-editing roles | Live |
| Set credit terms | The customer-editing roles | Live |
| Require a signed delivery proof before invoicing | The customer-editing roles | Live |
| Require a named document packet before invoicing | The customer-editing roles | Live |
| Flag a factor's notice of assignment | The customer-editing roles | Live |
| Set an index-linked fuel surcharge | The customer-editing roles, plus anyone who may change billing — which adds day-to-day accountants | Live |
| Turn a fuel-surcharge schedule off | The customer-editing roles, plus anyone who may change billing | Live |
| Tag a customer with a Trip Board colour | The customer-editing roles | Live |
| Mark tax exempt | The customer-editing roles | Live |
| Give a customer a billing address of its own | The customer-editing roles | Live |
| Add tenant-specific fields | The customer-editing roles | Live |
| Open a customer's 360 | Everyone | Live |
| Read the header numbers | Everyone | Live |
| Read the account's whole story | Everyone | Live |
| Read a health score with its reasons | Everyone | Live |
| Read the identity and broker details | Everyone | Live |
| Add a contact person | The customer-editing roles | Live |
| Say what each contact should receive | The customer-editing roles | Live |
| Nominate the primary contact | The customer-editing roles | Live |
| Edit or remove a contact | The customer-editing roles | Live |
| Read the money picture | Everyone | Live |
| See where a customer stands against its limit | Everyone | Live |
| Jump from a recent load to the load itself | Everyone | Live |
| Log a call or exception note | The customer-editing roles | Live |
| Page through a customer's recorded events | Everyone | Live |
| Review lane history and per-lane margin | Everyone | Live |
| See documents filed against the customer | Everyone | Live |
| Find duplicate customers | The customer-editing roles | Live |
| Preview a merge (changes nothing) | The customer-editing roles | Live |
| Commit a merge | The customer-editing roles — and the database checks the same thing again on its own | Live |
| Open a customer straight from global search | Everyone | Live |
| See which company a record belongs to | Everyone | Live |
| See a saved row flash | Everyone | Live |
| Set a customer-level payment-term override | — | Not built |
| Set per-customer detention free hours and hourly rate | — | Not built |
| Assign party roles (bill-to, customs broker, shipper, consignee…) | — | Not built |
| Set a customer's default customs broker | — | Not built |
Billing
46 live · Money
| Capability | Who can do it | Status |
|---|---|---|
| See the receivables book | Anyone who can reach the route | Live |
| Read the four money tiles | Anyone who can reach the route | Live |
| Filter by status | Anyone who can reach the route | Live |
| Sort the book | Anyone who can reach the route | Live |
| Spot un-billed delivered loads | Anyone who can reach the route | Live |
| Invoice an un-billed load in one click | Accountants and admins | Live |
| Open the load behind an un-billed row | Anyone who can reach the route | Live |
| See which paperwork is missing before billing | Anyone who can reach the route | Live |
| Create an invoice by hand | Accountants and admins | Live |
| Add a charge line from the catalogue | Accountants and admins | Live |
| Add a company accessorial at its configured rate | Accountants and admins | Live |
| Price a fuel surcharge from the index | Accountants and admins | Live |
| Mark a line non-taxable | Accountants and admins | Live |
| Add a blank charge line | Accountants and admins | Live |
| See the exchange rate before it is locked in | Accountants and admins | Live |
| Add notes, override the remit-to address, fill custom fields | Accountants and admins | Live |
| Edit an old invoice that has no charge lines | Accountants and admins | Live |
| Edit an existing invoice | Accountants and admins | Live |
| Open the full invoice | Anyone who can reach the route | Live |
| Email the invoice with its document packet | Accountants and admins for the row-menu entry; the Send button inside the invoice's own detail view carries no permission check at all — see section 12 | Live |
| Download the invoice as a PDF | Anyone who can open the detail | Live |
| Record a payment | Accountants and admins | Live |
| Flag a short payment | Accountants and admins | Live |
| Void an unpaid invoice | Accountants and admins | Live |
| Raise a credit memo (row menu) | Accountants and admins | Live |
| Raise a credit memo (detail footer) | Anyone who can open the detail | Live |
| Work the collections desk | Accountants and admins | Live |
| Copy a dunning letter | Accountants and admins | Live |
| Read AR aging by customer | Anyone who can reach the route | Live |
| Download a customer statement | Anyone who can reach the route | Live |
| Jump from aging straight to Send | Accountants and admins | Live |
| Bill unbilled detention | Accountants and admins | Live |
| Close and reopen accounting months | Soft close: accountants and admins. Hard close and reopen: admins only | Live |
| Configure factoring | Accountants and admins | Live |
| Submit a schedule of accounts to the factor | Accountants and admins | Live |
| Mark a schedule funded | Accountants and admins | Live |
| Charge back a funded invoice | Accountants and admins | Live |
| Push one invoice to QuickBooks | Anyone who can open the detail, but only renders if that company is connected to QuickBooks | Live |
| Open the QuickBooks Sync Center | Accountants and admins | Live |
| Export the book | Anyone who can reach the route | Live |
| Export with chosen columns | Anyone who can reach the route | Live |
| Delete an invoice | Accountants and admins | Live |
| Arrive from elsewhere by deep link | Anyone who can reach the route | Live |
| Tell at a glance which rows are credit memos, and whose company they are | Anyone who can reach the route | Live |
| Read the honest empty states | Anyone who can reach the route | Live |
| Retry a book that failed to load | Anyone who can reach the route | Live |
| Edit a frozen invoice with a reason | Accountants and admins | Not built |
Accounts Payable
24 live · Money
| Capability | Who can do it | Status |
|---|---|---|
| Open the payables list | Administrator, Controller, Accounting, A/P Clerk | Live |
| See what the company owes, at a glance | Same four roles | Live |
| See trust-money separately | Same four roles | Live |
| Filter by status | Same four roles | Live |
| Sort the list | Same four roles | Live |
| Enter a new bill | Same four roles | Live |
| Attach the bill to a load | Same four roles | Live |
| Compare against the rate confirmation | Same four roles | Live |
| Build the bill line by line | Same four roles | Live |
| Code each line to an expense account | Same four roles | Live |
| Bill in another currency | Same four roles | Live |
| Charge tax on the bill | Same four roles | In progress |
| Edit an existing bill | Same four roles | Live |
| Move a bill along its lifecycle | Same four roles | Live |
| Approve a bill | Same four roles — the separate approval permission is not checked | In progress |
| Record a payment | Same four roles | Live |
| Pay in full in one click | Same four roles | Live |
| Record a short pay with a reason | Same four roles | In progress |
| Pay a bill in instalments | Same four roles | Live |
| Open a bill's full detail | Same four roles | Live |
| Keep the vendor's paperwork with the bill | Same four roles; uploads go through the shared document rails | In progress |
| Push a bill to QuickBooks | Same four roles | Live |
| Delete a bill | Same four roles | Live |
| Export the payables list to Excel | Same four roles | Live |
| Choose export columns / copy to clipboard | Same four roles | Live |
| Jump straight to one bill from elsewhere | Same four roles | Live |
| Spot an auto-created partner payable | Same four roles | Live |
| Read the totals for the current view | Same four roles | Live |
| See a friendly message when the list is empty | — | Not built |
| Record a payment in the bill's own currency | — | Not built |
| Undo a deleted bill | — | Not built |
| Edit a bill's money fields after the 3-day lock | — | Not built |
| See an aged payables report (30 / 60 / 90 days) | — | Not built |
| Approve or pay several bills at once | — | Not built |
| Email a remittance advice to the vendor | — | Not built |
Payroll & Settlements
47 live · Money
| Capability | Who can do it | Status |
|---|---|---|
| Add a pay item by hand | Anyone who reaches Payroll — but the database itself will only accept the new row from someone whose role allows preparing pay | Live |
| Edit a pay item | As above | Live |
| Delete a pay item | As above | Live |
| Filter pay items | Anyone who reaches the module | Live |
| Filter pay stubs | Anyone who reaches the module | Live |
| Filter fuel receipts | Anyone who reaches the module | Live |
| See running pay totals | Anyone who reaches the module | Live |
| Jump from a pay line to where it came from | Anyone who reaches the module | Live |
| Create a pay stub by hand | Anyone who reaches Payroll. Unlike pay lines, the pay-stub records carry no extra permission check of their own inside the database, so reaching the screen is the only gate (see section 12) | Live |
| Preview what a manual stub will pick up | As above | Live |
| Finalize a pay stub | As above | Live |
| Mark a pay stub paid | As above | Live |
| Delete a pay stub | As above | Live |
| Open a pay stub's detail | As above | Live |
| Export pay stubs | Anyone who reaches the module — this button is not separately permission-gated | Live |
| Enter a fuel receipt by hand | Anyone who reaches the module | Live |
| Enter fuel in litres | Anyone who reaches the module | Live |
| Charge fuel back to the driver automatically | Anyone who reaches the module; the deduction line it creates is accepted by the database only from someone whose role allows preparing pay | Live |
| Approve a fuel receipt | Anyone who reaches the module | Live |
| Edit / delete a fuel receipt | Anyone who reaches the module | Live |
| Import a fuel-card statement (CSV) | Anyone who reaches the module | Live |
| Check the file was read correctly before mapping anything | Anyone who reaches the module | Live |
| Import a second statement without closing the wizard | Anyone who reaches the module | Live |
| Have the importer guess the columns | As above | Live |
| Save a vendor mapping for next time | Anyone who reaches the module and has an active company selected | Live |
| Catch duplicate fuel rows | As above | Live |
| Match imported rows to a truck and a driver | As above | Live |
| Auto-deduct a whole imported batch | As above | Live |
| Edit a driver's pay package | Anyone who reaches the module. The operator-chargeback block is hidden for employees and contractors, and the database refuses it for them as well. | Live |
| Open an escrow, loan or recurring deduction for a driver | Needs the billing right — held by owners, controllers, accountants and billing clerks. It is checked inside the database, not on the screen, so an accountant without it sees the button and gets a refusal | Live |
| Pause, resume or close a ledger account | Needs the same billing right as opening one | Live |
| Set how team-driver pay splits | Anyone who reaches the module; saving the choice writes to the load itself, so it is checked the same way any other load edit is | Live |
| See which team loads still block pay | Anyone who reaches the module | Live |
| Create a settlement run | Anyone who reaches the module; the database accepts the new run only from someone whose role allows preparing pay | Live |
| Calculate a settlement | As above | Live |
| Preview a settlement's maths | Anyone who reaches the module | Live |
| Review and approve a settlement | Anyone who reaches the module — but the database refuses approval by the person who created the run | Live |
| Mark a settlement paid | As above | Live |
| Cancel a settlement run | As above | Live |
| Delete a draft settlement | As above | Live |
| Download a settlement statement (PDF) | Anyone who reaches the module | Live |
| File that statement automatically | Automatic — no user action | Live |
| Correct a closed settlement | Anyone who reaches the module | Live |
| Filter settlement runs | Anyone who reaches the module | Live |
| Open a settlement from elsewhere | Anyone who reaches the module | Live |
| Be told what to do when a list is empty | Anyone who reaches the module | Live |
| Open Payroll on a specific tab | Anyone who reaches the module | Live |
| Jump from a settlement to its pay stub | Anyone who reaches the module | In progress |
| Pay by the hour | — | Not built |
| Reimburse lumper fees | — | Not built |
| Pay drop/hook, layover, tarp, hazmat premium, border crossing and an accessorial share | — | Not built |
| Pay empty miles | — | Not built |
| Approve settlements for the whole fleet at once | — | Not built |
Ledger
18 live · Money
| Capability | Who can do it | Status |
|---|---|---|
| Read the company trial balance | Admin/Owner, Controller, Accountant, Billing Clerk, A/P Clerk | Live |
| See balances the way an accountant reads them | Everyone who can open the page | Live |
| Drill into one account | Everyone who can open the page | Live |
| Jump from a posting to the paperwork behind it | Everyone who can open the page | Live |
| See which postings are intercompany | Everyone who can open the page | Live |
| Read the group-consolidated position | Everyone who can open the page | Live |
| Switch the company lens | Everyone who can open the page | Live |
| Export the trial balance to Excel or CSV | Everyone who can open the page (the button itself is not separately permission-gated — see section 12) | Live |
| Run the eight tie-out checks | Everyone who can open the page | Live |
| Drill a failed check to the exact offending rows | Everyone who can open the page | Live |
| See problems in sibling companies | Everyone who can open the page | Live |
| Read the weekly cash forecast | Everyone who can open the page | Live |
| Read Days Sales Outstanding (DSO) | Everyone who can open the page | Live |
| Read the anomaly flags | Everyone who can open the page | Live |
| Export the health workbook | Everyone who can open the page | Live |
| Watch the page load, and see honest empty states | Everyone who can open the page | Live |
| Edit the ledger by hand | Nobody | Not built |
| Post a manual adjusting journal entry | Nobody | Not built |
| Close or reopen an accounting month | Controller / Admin, on the Billing screen | Live |
| Add, archive or reactivate an account in the Chart of Accounts | Roles that can reach the Settings tab | Live |
| Read a monthly Profit & Loss statement | — | Not built |
| Push the postings to QuickBooks | — | Not built |
Documents
30 live · Border & Compliance
| Capability | Who can do it | Status |
|---|---|---|
| Browse documents grouped by load | Everyone signed in | Live |
| Switch to a flat list | Everyone signed in | Live |
| Switch between table and card layouts | Everyone signed in | Live |
| Search | Everyone signed in | Live |
| Filter on six axes | Everyone signed in | Live |
| Live counts on the tabs | Everyone signed in | Live |
| Honest empty states on all four tabs | Everyone signed in | Live |
| Upload documents (wizard) | Anyone whose role allows changes to documents, to loads, or to customs filings — enforced by the database, not by the browser (). The button itself is drawn for everyone — see section 12 | Live |
| Automatic photo compression | Anyone who can upload | Live |
| Keep original quality | Anyone who can upload | Live |
| Duplicate detection | Automatic | Live |
| Preview a document inline | Everyone signed in | Live |
| Download a document | Everyone signed in | Live |
| Row thumbnails | Everyone signed in | Live |
| Mark a document verified / remove verification | Only a role allowed to change documents — for anyone else the button is not drawn at all | Live |
| Edit which records a document is linked to | Everyone signed in on the screen; the database still requires a role allowed to change documents, loads or customs filings | Live |
| Create a secure external share link | Everyone signed in on the screen; the row write is tenant-scoped | Live |
| Revoke a share link | Everyone signed in on the screen | Live |
| Request a missing document by no-login link | Everyone signed in on the screen; requires a specific company, not "All Companies" | Live |
| Delete a document (soft) | Anyone allowed to change documents, or the uploader inside 24 hours | Live |
| Restore a deleted document | Only a role allowed to change documents | Live |
| Doc radar — the missing-paperwork worklist | Everyone signed in | Live |
| Review queue — classify inbound driver photos | Everyone signed in on the screen; the database still requires a role allowed to make the change | Live |
| AI classification of inbound documents | Company members only — the server re-checks membership before it will touch the file () | Not built |
| Per-load required-document checklist | Automatic, shown to everyone | Live |
| Deep link to one document | Everyone signed in | Live |
| Deep link to the radar | Everyone signed in | Live |
| Bilingual document type labels | Automatic, per company setting | Live |
| Documents panels on other records | Everyone signed in on those screens | Live |
| Storage meter and photo-quality preset | Only a role allowed to change settings can move the quality preset; the meter renders for anyone who can open that tab | Live |
| Two compliance reports | Exporting the CSV needs a role allowed to export compliance data — Admin, Dispatcher and Safety | Live |
| Document version chains | Automatic on generated PDFs | In progress |
| Retention and archiving | — | Not built |
Compliance, IFTA & Safety
40 live · Border & Compliance
| Capability | Who can do it | Status |
|---|---|---|
| See every driver's hours at a glance | Anyone signed in | Live |
| Be warned before a driver runs out of hours | Anyone signed in | Live |
| Open one driver's hours breakdown | Anyone signed in | Live |
| See which credentials are about to lapse | Anyone signed in | Live |
| See at a glance that nothing is expiring | Anyone signed in | Live |
| Look up the rules for a country | Anyone signed in | Live |
| Report an incident | Any signed-in member — no permission check in the screen or in the database | Live |
| Open the register straight from the incident list | Anyone signed in | Live |
| See an honest empty incident list | Anyone signed in | Live |
| See the federal testing clock on a crash | Anyone signed in | Live |
| Tick the tests off | Any signed-in member | Live |
| See when a crash has no insurance claim | Anyone signed in | Live |
| Edit or delete an incident | Any signed-in member — no permission check | Live |
| Lose the ability to edit once a case is closed | Any signed-in member | Live |
| Attach evidence to a crash | Any signed-in member | Live |
| Record witnesses | Any signed-in member | Live |
| File a First Notice of Loss | Any signed-in member | Live |
| Produce the DOT accident register | Anyone signed in | Live |
| Export the register (CSV / PDF) | Anyone whose role allows downloading compliance evidence — Administrator, Dispatcher, Safety officer | Live |
| Refresh the register from the server | Anyone signed in | Live |
| Create an IFTA quarter | Button shown only to roles that may change compliance records | Live |
| Choose where the miles come from | Any signed-in member in the screen; the database refuses the write unless the role may change compliance records | Live |
| Compare the sources side by side | Anyone signed in | Live |
| Type miles in by hand | Any signed-in member in the screen; the database requires the change-compliance right | Live |
| See what is wrong with the data before filing | Anyone signed in | Live |
| Verify fuel receipts | Roles that may change compliance records — and blocked entirely once the quarter is FILED | Live |
| Preview the tax calculation without saving | Anyone signed in — deliberately open | Live |
| Run and save the calculation | Roles that may change compliance records | Live |
| Exclude unverified fuel from the numbers | Roles that may change compliance records | Live |
| Pin the mileage source for one quarter | Roles that may change compliance records; anyone can read the strip | Live |
| Lock the return | Roles that may change compliance records — checked in the screen and independently in the database | Live |
| Amend a filed return | Roles that may change compliance records — in the screen and in the database | Live |
| Export the quarterly return report | Roles that may download compliance evidence | Live |
| Export the audit-armor report | Roles that may download compliance evidence | Live |
| Export the per-account filing pack | Roles that may download compliance evidence | Live |
| Be told why an export is unavailable | Anyone signed in | Live |
| Manage IFTA accounts | Roles that may change compliance records | Live |
| Browse and edit tax rates by period | Reading open to all; editing needs the change-compliance right | Live |
| Import a quarter's rate matrix | Roles that may change compliance records — enforced in the screen and by the database | Live |
| Fix missing map coordinates in bulk | Roles that may change compliance records | Live |
| PSP reports, MVR checks, drug and alcohol programme tracking, DOT inspection history | — | Not built |
| Electronic filing of the IFTA return | — | Not built |
Analytics
25 live · Command & Insight
| Capability | Who can do it | Status |
|---|---|---|
| Pick a reporting window | Anyone who can open the page | Live |
| Move between seven report boards | Anyone who can open the page (Fuel is money-gated) | Live |
| Bookmark or share a specific view | Anyone who can open the page | Live |
| Read the five headline numbers | Total Loads: anyone. Revenue, Revenue per mile and Gross margin: anyone allowed to see money analytics — Admin, Controller and Accounting. On-time delivery: anyone allowed to see either operational or money analytics. | Live |
| See a locked tile instead of a blank one | Applies to everyone below Admin/Accounting | Live |
| See today's trading | Anyone who can open the page (not money-gated) | Live |
| Read the revenue trend | Anyone who can open the page (not money-gated) | Live |
| Read the quote funnel | Anyone who can open the page | Live |
| Read fleet and driver counts | Anyone who can open the page | Live |
| Break revenue down three ways | Anyone who can open the page (not money-gated) | Live |
| Rank your busiest lanes | Anyone who can open the page | Live |
| Export the revenue dataset | Anyone whose role allows exporting financial data — Admin, Controller, Accounting and Billing Clerk | Live |
| See operations at a glance | Anyone who can open the page | Live |
| Read the vehicle summary | Anyone who can open the page | Live |
| Rank drivers | Anyone who can open the page | In progress |
| Read gross margin honestly | Anyone allowed to see money analytics — Admin, Controller, Accounting — for the three money tiles; the Cost on file count is open to all | In progress |
| Track margin over time | Anyone who can open the page (not money-gated) | Live |
| See which lanes actually make money | Anyone who can open the page (not money-gated) | In progress |
| See per-load profit | Anyone who can open the page (not money-gated) | Live |
| Export the profitability dataset | Anyone whose role allows exporting financial data — Admin, Controller, Accounting and Billing Clerk | Live |
| Separate what you booked from what you billed | Anyone who can open the page (not money-gated) | In progress |
| See customer counts and terms | Anyone who can open the page | In progress |
| Track customer volume and retention | Anyone who can open the page | Live |
| Rank customers by revenue | Anyone who can open the page (not money-gated) | In progress |
| See who owes you money | Anyone who can open the page (not money-gated) | In progress |
| Export outstanding invoices | Anyone whose role allows exporting financial data — Admin, Controller, Accounting and Billing Clerk | In progress |
| Read fuel economics | Anyone allowed to see money analytics — Admin, Controller, Accounting — enforced in the browser and again inside the database | Live |
| Compare cost per truck | Anyone allowed to see money analytics — Admin, Controller, Accounting | Live |
| Spot overpriced fills | Anyone allowed to see money analytics — Admin, Controller, Accounting | Live |
| Read the IFTA tax position | Anyone allowed to see money analytics — Admin, Controller, Accounting | Live |
| See the tax ladder on your own lanes | Anyone allowed to see money analytics — Admin, Controller, Accounting | Live |
| Change how a chart is drawn | Anyone who can open the page | Live |
| Be told when a number cannot be produced | Anyone who can open the page | Live |
| Schedule this report by email | — | Not built |
| Click a chart to filter the loads behind it | — | Not built |
| Set your own margin thresholds | — | Not built |
| Print or produce a PDF of a board | — | Not built |
Reports
29 live · Command & Insight
| Capability | Who can do it | Status |
|---|---|---|
| Browse the report library | Anyone who can reach | Live |
| Expand a report card | Anyone | Live |
| Set a date range | Anyone | Live |
| Narrow to one customer | Anyone | Live |
| Narrow to one driver | Anyone | Live |
| Pick an IFTA quarter | Anyone | Live |
| Run a report | Anyone | Live |
| Download a report as CSV | Ungated on 5 reports; needs financial export on 8; needs compliance export on 8 (, ) | Live |
| Download a report as PDF | Same gate as the CSV for that report | Live |
| See why a report is refused | Anyone | Live |
| Truck 360 | Anyone can open it; the eight money figures appear only for a role allowed to see rates and margin | Live |
| Enter a truck's fixed costs | Only a role allowed to see money — for anyone else the card is not on the page at all | Live |
| Driver 360 | Anyone can open it; the seven pay-and-money figures and the pay breakdown need a role allowed to see money | Live |
| Trailer 360 | Anyone can open it; the trip Revenue column needs a role allowed to see money | Live |
| Customer 360 | Anyone can open it; the entire money half needs a role allowed to see money | Live |
| Export a 360's underlying rows | Anyone who can open the page | Live |
| Build a custom report | Anyone; the ten money numbers need a role allowed to see money | Live |
| Drill into a number | Anyone | Live |
| Export a custom report | Anyone | Live |
| Save a report for the whole company | Anyone; requires a single company to be pinned, not All-Companies mode | Live |
| Load a saved report | Anyone | Live |
| Delete a saved report | Anyone in that company | Live |
| Subscribe to a saved report | Anyone in that company | Live |
| Unsubscribe | Anyone | Live |
| Open a report straight from a notification | Anyone | Live |
| Open a stale trailer straight from a notification | Anyone | Live |
| Ask Lanexa a question in plain English | Any logged-in user; the money numbers are never even put in front of the AI for a role that cannot see money () | Live |
| Add a filter in the Builder | Anyone | Live |
| Get an honest empty answer | Anyone | Live |
| Download in Excel (.xlsx) format | — | Not built |
| Email a report on a schedule | — | Not built |
Activity & Audit Log
32 live · Command & Insight
| Capability | Who can do it | Status |
|---|---|---|
| Read the whole company's diary in plain English | Administrators, organisation owners, and Controllers | Live |
| See the true chronological order, not the write order | Administrators, organisation owners, and Controllers | Live |
| Read three headline pulse numbers | Administrators, organisation owners, and Controllers | Live |
| Filter to one team member | Administrators, organisation owners, and Controllers | In progress |
| Filter to one module | Administrators, organisation owners, and Controllers | In progress |
| Filter to one kind of action | Administrators, organisation owners, and Controllers | Live |
| Search for one record by name or number | Administrators, organisation owners, and Controllers | Live |
| Search safely for text containing commas and brackets | Administrators, organisation owners, and Controllers | Live |
| Narrow to a date range | Administrators, organisation owners, and Controllers | Live |
| Clear every filter at once | Administrators, organisation owners, and Controllers | Live |
| Show the machine noise (Technical) | Administrators only | Live |
| Open a row to see every field that changed | Administrators, organisation owners, and Controllers | Live |
| Never see a secret in that diff | Everyone — it is unconditional | Live |
| See at a glance which lines are serious | Administrators, organisation owners, and Controllers | Live |
| Tell a real person from a machine or an unverified click | Administrators, organisation owners, and Controllers | Live |
| Read a friendly clock and still get the exact time | Administrators, organisation owners, and Controllers | Live |
| Know which company a line belongs to in All-Companies mode | Administrators, organisation owners, and Controllers | Live |
| Page backwards through history | Administrators, organisation owners, and Controllers | Live |
| Pull in anything new without losing your place | Administrators, organisation owners, and Controllers | Live |
| Leave the screen open and have it keep itself current | Administrators, organisation owners, and Controllers | Live |
| Be told plainly when there is nothing to show | Administrators, organisation owners, and Controllers | Live |
| Export exactly what is on screen to a spreadsheet | Administrators, organisation owners, and Controllers | Live |
| Have that export itself audited | Automatic | Live |
| Check that the chain has not been broken | Administrators only | In progress |
| Jump straight to one record's history from anywhere | Administrators, organisation owners, and Controllers | Live |
| Read a single load's history inside the load itself | Anyone who can open the load — this panel is not permission-locked | Live |
| Be told when a record has no history yet | Anyone who can open the record | Live |
| Read a single trip's history inside the trip | Anyone who can open the trip | Live |
| Go from a record's panel to the full feed | Anyone who can open the record — the destination is still permission-locked | Live |
| Write a note against a customer that lands in the same trail | Anyone with edit rights on the customer | Live |
| Page back through a customer's whole timeline | Anyone who can open the customer | Live |
| Pull the audit trail as a formal report | Whoever holds the compliance-export permission — administrators and organisation owners, Dispatchers, and Safety & Compliance. Note that a Controller does not, even though they can open the Activity screen itself. · · | Live |
| Read the separate deletions-and-permissions ledger | Administrators, organisation owners, and Controllers | Live |
| Be told why that ledger is closed to you | Everyone sees the correct outcome | Live |
| See the last few things that happened on the dashboard | Any signed-in member | Live |
| Click a feed row through to the record it describes | — | Not built |
| Filter the feed by severity (show me only errors) | — | Not built |
| Watch events arrive live, without refreshing | — | Not built |
| Run the database's real tamper check from the screen | — | Not built |
Settings
37 live · Platform & Control
| Capability | Who can do it | Status |
|---|---|---|
| Switch which company you are editing | Anyone with more than one company | Live |
| Edit the company's legal identity | Fields are typeable by everyone, but only someone whose role allows settings changes sees the Save button | Live |
| Record safety and authority numbers | Same as above | Live |
| Choose the document language | Administrators and organization admins | Live |
| Upload a company logo | Administrators and organization admins | Live |
| Set the remit-to address and invoice footer | Administrators and organization admins | Live |
| Set the invoice numbering pattern | Administrators and organization admins | Live |
| Record a branding default tax rate | Administrators and organization admins | In progress |
| Set operational defaults | Typeable by everyone; persists only via the Save button, which only an Administrator sees | Live |
| Choose photo upload quality | Same as above | Live |
| See how much document storage you are using | Anyone who can open the tab, one company at a time | Live |
| Set billing defaults | Typeable by everyone; persists via the Administrator-only Save button | Live |
| Create and archive tax rates | Create: Accounting, Controller, Administrator. Archive: not permission-locked on screen | Live |
| Create and delete automated tax rules | Not permission-locked on screen (section 12) | Live |
| Manage the chart of accounts | Create: Accounting, Controller, Administrator. Archive / reactivate: not permission-locked on screen | Live |
| Define driver pay templates | Create: Accounting, Controller, Administrator. Deactivate: not permission-locked on screen | Live |
| Set the team-driver pay-split default | Accounting, Controller, Administrator | Live |
| Build rate cards | New card: Accounting, Controller, Billing Clerk, Administrator. Row edit / deactivate / delete: not permission-locked on screen | Live |
| Maintain the accessorial charge catalog | New accessorial: Accounting, Controller, Billing Clerk, Administrator. Row edit / deactivate / delete: not permission-locked on screen | Live |
| Set the border filing identities | Administrators and organization admins | Live |
| Manage customs brokers | Add: Accounting, Controller, Billing Clerk, Administrator. Row edit / delete: not permission-locked on screen | Live |
| Configure notifications | Governed by that panel's own rules | Live |
| Write message templates | Anyone allowed to send messages — Dispatcher, Safety, Sales, Driver, Administrator | Live |
| Change your own password | Everyone — never permission-locked | Live |
| Set a person's role in a company | Administrators, or organization Owners / Organization Admins | Live |
| Set a person's organization role | Organization Owners / Organization Admins only (enforced on the server) | Live |
| Grant or remove an individual permission | Administrators or organization admins — and you cannot grant a permission you do not hold yourself | Live |
| Read what each role can do | Same as the panel | Live |
| Review the audit trail | Controllers and Administrators | Live |
| Define custom fields | Add: Administrators and organization admins. Row edit / delete: not permission-locked on screen | Live |
| Add suggested starter custom fields | Administrators and organization admins | Live |
| Toggle automations | Typeable by everyone; persists via the Administrator-only Save button | In progress |
| Connect QuickBooks Online | Not permission-locked on screen; the server-side step still requires company membership | Live |
| Open the QBO Sync Center | That screen is permission-locked to anyone who may edit billing or manage integrations | Live |
| Set up branded email sending | Not permission-locked on screen | Live |
| Store BorderConnect credentials | Not permission-locked on screen | In progress |
| Configure and test PC*Miler | Not permission-locked on screen | Live |
| Import Loads or Customers from CSV | Not permission-locked on screen | Live |
| Browse the integration roadmap | Everyone | Live |
| Deep-link straight to a tab | Everyone | Live |
Multi-Company
12 live · Platform & Control
| Capability | Who can do it | Status |
|---|---|---|
| See the group's name as the page title | Anyone individually enrolled in the group | Live |
| Read the group's company count | Same | Live |
| Read total group revenue | Same | Live |
| Read active loads across the group | Same | Live |
| Read total loads ever | Same | Live |
| Read combined fleet size | Same | Live |
| Read combined driver headcount | Same | Live |
| See revenue share as one coloured bar | Same | Live |
| Hover a bar slice for exact figures | Same | Live |
| Read a per-company breakdown card | Same | Live |
| Reach the screen from universal search | Anyone whose group record is readable | Live |
| Be told plainly when you have no group | Everyone else | Live |
| Create a group | — | Not built |
| Rename a group or set its reporting currency | — | Not built |
| Add or remove a company from the group | — | Not built |
| Enrol a person as a group admin or group viewer | — | Not built |
| Set a company's brand colour or short code | — | Not built |
| Switch between two groups | — | Not built |
| Filter by date, quarter or year | — | Not built |
| Click a company to drill into its loads | — | Not built |
| Export the group view to CSV or PDF | — | Not built |
| See group profit, margin, invoiced or outstanding money | — | Not built |
| Refresh without reloading the page | — | Not built |