Freight Wranglers Help
Accounting
The Accounting section handles invoicing, driver settlements, fuel advances, aging reports, and integrations with external financial systems.
Accounting Dashboard
Key financial metrics at a glance including revenue, outstanding invoices, and settlement totals.
How to use it
- Navigate to Accounting → Dashboard
- Review KPI cards showing revenue, AR balance, and pending settlements
- Check the aging summary for overdue invoices
- View recent financial activity
Key features
- Revenue and expense summaries
- Accounts receivable overview
- Pending settlement totals
- Quick links to create invoices or settlements
Invoices
Create and manage customer invoices tied to delivered loads.
How to use it
- Navigate to Accounting → Invoices
- View all invoices or filter by status
- Click + New Invoice to create an invoice for a delivered load
- Click an invoice to view details, record payments, or send to customer
Creating an invoice
- Click + New Invoice
- Select the load (must be delivered)
- Review line items auto-populated from load charges
- Set due date (defaults based on customer payment terms)
- Click Create Invoice
Recording payments
- Open the invoice details page
- Click Record Payment
- Enter the payment amount, date, and method
- The invoice status updates automatically (Partial, Paid)
AR Aging Report
Track outstanding invoices organized by aging buckets (0-30, 31-60, 61-90, 91+ days).
How to use it
- Navigate to Accounting → AR Aging
- Review the aging summary by bucket
- Drill down into specific customers or invoices
- Identify overdue accounts needing follow-up
Key features
- Color-coded aging buckets
- Customer-level aging breakdown
- Automatic overdue detection
- Total AR balance tracking
Settlements
Calculate and manage driver pay settlements including line items, deductions, and fuel advance offsets.
How to use it
- Navigate to Accounting → Settlements
- View all settlements or filter by driver/status
- Click + New Settlement to create a driver settlement
- Review line items, deductions, and net pay
- Approve and process the settlement
Pay calculation methods
- Per Mile — Rate per loaded/empty mile
- Percentage — Percentage of line haul revenue
- Hourly — Hourly rate times hours worked
- Flat — Fixed amount per load
Fuel Advances
Issue and track fuel advance payments to drivers for active loads.
How to use it
- Navigate to Accounting → Fuel Advances
- View all fuel advances by status
- Issue new advances tied to specific loads
- Track repayment through settlements
Factoring
Manage invoice factoring for faster cash flow.
How to use it
- Navigate to Accounting → Factoring
- Submit invoices for factoring
- Track funded amounts and fees
- Reconcile factored payments
QuickBooks Integration
Sync invoices, payments, and financial data with QuickBooks.
How to use it
- Navigate to Accounting → QuickBooks
- Configure your QuickBooks connection
- Map TMS accounts to QuickBooks accounts
- Run manual or automatic syncs
1099 Reports
Generate year-end 1099 tax reports for independent contractor drivers.
ACH Payments
Process electronic payments to drivers and vendors via ACH.
Fuel Surcharge
Calculate and manage fuel surcharge rates based on DOE fuel price indices.
How to use it
- Navigate to Accounting → Fuel Surcharge
- View current fuel surcharge rates
- Configure rate tables and thresholds
- Surcharges auto-apply to loads when configured
Invoice Payments
Process customer payments against outstanding invoices using integrated payment processors.
How to use it
- Navigate to Accounting → Invoice Payments
- Select an outstanding invoice to apply a payment
- Choose the payment method (credit card, ACH, or manual)
- Process the payment through the configured provider (Stripe, Square)
- Payment status updates automatically on the invoice
Key features
- Credit card processing via Stripe or Square
- ACH bank transfer via Stripe
- Partial and full payment support
- Automatic invoice status updates
- Payment receipt generation
Settlement Payments
Pay driver settlements electronically through integrated payment services.
How to use it
- Navigate to Accounting → Settlement Payments
- Select approved settlements ready for payment
- Choose the payment method (ACH, HaulPay, Transcard)
- Process the payment
- Settlement status updates to Paid when confirmed
Key features
- ACH payments via Dwolla
- HaulPay settlement processing
- Transcard freight payment integration
- Batch settlement processing
- Payment confirmation tracking
Facility Payments
Manage payments for facility-related charges such as lumper fees and detention.
How to use it
- Navigate to Accounting → Facility Payments
- View pending facility charges
- Process payments via RoadSync or another configured provider
- Track payment status and receipts
Key features
- RoadSync integration for facility payments
- Lumper fee processing
- Detention charge payments
- Receipt tracking and reconciliation
Freight Payments
Process freight-related payments to carriers and vendors through specialized payment processors.
How to use it
- Navigate to Accounting → Freight Payments
- View pending freight payment obligations
- Select the payment processor (HaulPay, Transcard, FACTSPay)
- Process payments and track confirmation
Key features
- Multiple freight payment providers supported
- HaulPay and Transcard integration
- FACTSPay freight payment processing
- Payment status tracking and reconciliation