You shouldn't be rebuilding the same shipment a third time.

What changes for you

• Delivered loads that never get billedEvery plan · batch invoicing on Start

  Marking a load delivered writes the draft invoice in the same database transaction, or records why it did not. Billing keeps a standing count of delivered loads with no invoice, and the Accounting Desk invoices every one of them in a batch through the same path as the single button.

• Invoices that come back unpaidStart and up

  Set a customer's required documents and the invoice is not written until they are on the load. The invoice goes out with its document packet, and the exact PDF sent is archived with a digital fingerprint. A detention radar sets stop dwell against each customer's free hours and hourly rate, ready to bill in one click.

• Carrier bills paid as sentStart and up

  Accounts payable takes each carrier bill from entered to approved to paid, with an approval step of its own. A bill above its rate confirmation is held until someone accepts the difference with a written reason, and on Fleet a partner's bill for an interlined load is raised by itself when the partner delivers.

• Keying everything into the books againQuickBooks push on Start · general ledger on Fleet

  From Start, invoices, payments and carrier bills push one way into QuickBooks Online. On Fleet, the general ledger writes itself from every invoice, payment, carrier bill, paid settlement and verified fuel receipt — nobody types a journal entry. A Health panel runs eight reconciliations that name the exact documents that disagree, and a weekly cash forecast shows open invoices by due date, approved bills and approved payroll.

• Corrections that leave the books wrongEvery plan · period close on Start

  A paid invoice is final: adjusting it takes a credit memo, and a void needs a written reason. Money fields on invoices and bills freeze three days after they are committed; after that a correction is a new document or an amendment with a reason. Months can be closed, and only a controller or administrator can hard-close or reopen one.

More, when you want it