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Macy Williams

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Articles

Recent activity by Macy Williams

  • All Deduction Report

    The All Deduction Report allows you to generate a detailed overview of all deductions applied to drivers within a selected period.Follow these steps to create and receive your report:Go to Dashboar...

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  • How To Add No Gross Trucks To Financial Reports

    In financial reports, No Gross Trucks can be added to ensure they are included in the report even if they do not have recorded gross revenue. This helps maintain complete visibility of all trucks w...

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  • How To Upload Lease Truck Invoice

    Uploading a lease truck invoice correctly ensures that expenses are properly recorded and assigned to the correct truck. Follow the steps below to complete the process.Step 1: Navigate to BillsGo t...

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  • How To Add Detention/Charges To Vendor Statement

    Detention or other charges created within a load under Trips > One Time Charges do not automatically appear in the vendor bill statement. These charges must be added manually to ensure the vendor s...

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  • Equipment Type Requirement While Creating Load

    The Equipment Type Required setting allows you to control whether selecting an equipment type is mandatory when creating a load. This helps ensure that loads are assigned the correct equipment when...

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  • How To Create Prefixes

    You can customize the prefixes for Trip IDs, Invoice IDs, and Load IDs in the system settings. Follow the steps below:Step 1: Open Default ConfigurationsGo to Settings.Click on Default Configuratio...

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  • Loves Fuel Integration

    To set up the Love's Travel Stops Fuel Integration, you will first need to obtain the required credentials from your Love’s representative. Once the credentials are received, you can proceed with t...

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  • How To Add Policies In Relay Integration

    This guide explains how to enable and assign policies within the Relay integration. By enabling policies, you can control which rules apply when using the Fuel Relay integration.Step-by-Step Instru...

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  • How to Add the Triumph Integration via Self-Registration

    Follow these steps to connect Relay with Triumph using self-registration: Log in to Triumph. Go to My Account > My Client >  Edit Details.  In TRANSPORTATION MANAGEMENT SYSTEM, select DataTruck an...

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  • How To Apply Multiple Filters

    Applying multiple filters helps you narrow down results and find exactly what you’re looking for. Follow the steps below to use the Advanced Filter option:Step 1: Open FiltersClick on “Filters” loc...

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