Release Notes for 2.5 & 2.6/M 2.5.3

This release is composed of several improvements, new features, and bug fixes.

New Features!

• Integration with Omnitracs, BigRoad, and TrackEnsure ELDs
  • Click here for an overview and set up instructions
• Fuel card data import
  • Click here for an overview and instructions
• Available loads data import
  • Bulk upload your single-stop loads (great for dedicated and contracted freight)
  • Click here for an overview and instructions

Improvements!

• Factoring company integration – Apex (update)
  • If invoice line item has no description, description will be that pay item type
    • If invoice line item is Advance amount, description will be “Advance”
  • Clear error messages explaining if and why an invoice is not accepted
  • Integration status will show “Non-valid” if authentication failed (fetch customers, fetch funding accounts, send invoice)
  • Logic will only show factoring icon when factoring can be used
  • Only documents supported by Apex will be sent (PDF and images), all others will be ignored
• Terminal module (update)
  • Filter now applies to Dashboard (weekly finance performance and operational summary), Driver Dispatches, Loads list, Invoices list, and QuickBooks (invoices)
  • IFTA restricted for Admins only
• Expense module (update)
  • Filtering and sorting the list view with persistence (by date and category)
  • In Review and Reviewed statuses and quick filters
  • Fuel card data import
  • Remove default selection, “Fuel”, from the Create New Expense form
• Dashboard (update)
  • View Actual and Projected data for the week
  • Split load revenue (IO/DO) calculation adjustment
• Customer list export to Excel now includes address and MC #
• Split loads
  • Easily edit each drivers revenue share percentage
• Load cancellation workflow
  • Option to keep invoice line items
• Emailing invoice tooltip
  • Explains the recipients expected to receive the invoice email
  • If marked for factoring, then factoring company’s email will be used; otherwise, the email of the primary contact of the customer will be used
• Web app auto-refresh when needed
• Import tractors from integrated ELD
  • Will work the same way as importing drivers
• Driver’s planned HOS
  • HOS timing data from the ELD will be shown instead of the hours remaining at the end of the trip plan
  • Last updated date and time is shown as well
• Switch lists (ex.: when viewing a Tractor, the dropdown to quickly select a different Tractor)
  • Sorted alphabetical or numeric
• Import data
  • Updated the permission flow to allow different rows to import different data types
• Tractors and Trailers list views
  • Sorted by ascending order
• Load selection (load board)
  • Applied an upper limit to the Max Origin and Destination Deadhead fields
• Various additional improvements and stability fixes