GETTING STARTED GUIDE
Table of Contents
Browsers ........................................................................................................................ 2
Creating Your Administration Lists ................................................................................. 3
Importing Your Data ............................................................................................................ 3
Entering Your Data Manually ............................................................................................... 6
Importing Your IFTA Fuel Receipts ................................................................................. 8
Importing Your Logo ...................................................................................................... 9
Users............................................................................................................................ 10
Adding Users ..................................................................................................................... 10
Setting Permissions ........................................................................................................... 12
Company Preferences .................................................................................................. 14
Account Tab ...................................................................................................................... 15
Address Tab ...................................................................................................................... 15
Settings Tab ...................................................................................................................... 16
Functionality Tab ............................................................................................................... 17
Notes Tab .......................................................................................................................... 18
IFTA Tab ........................................................................................................................... 19
QuickBooks Exports ..................................................................................................... 20
Customer Invoices ............................................................................................................. 20
Carrier Payables ................................................................................................................ 21
Working With Loads .................................................................................................... 21
Changing a Load’s Status ................................................................................................. 21
Duplicating Loads .............................................................................................................. 22
Unlocking Loads ................................................................................................................ 25
Support ........................................................................................................................ 27
Free Support ..................................................................................................................... 27
Training Videos.................................................................................................................. 27
Contact Us ......................................................................................................................... 28