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Knowledge base
General
FAQ
0
Release Notes
1
Release Notes - January 29 2021/Version 3.2.21030.1
Applications
1
Application for Additional Licenses
FAQs:
General
6
Do you have any online resources that I can use for my new employees?
Where can I find documentation?
How do I request support?
We need additional user or truck licenses; how do we make that happen?
We are getting a pop up that we are out of user licenses but we should have enough.. what’s going on?
View all 6
Accounting/Add-On
7
Why can’t I transfer using the new division that I just set up?
QuickBooks found an error when parsing the xml text stream?
I just updated my accounting software, why did my exports stop working?
Our accounts have been changed in our accounting software and now my imports wont transfer?
Why aren't my updated terms transferring with the new changes to Quickbooks?
View all 7
Customs
7
How can I update a manifest after the driver has arrived at the border?
Why isn’t my entry number populating in Fleet Manager?
My broker has the entry number, why isn’t it populating in Fleet Manager?
I require evening/weekend ACE/ACI support, but you guys are closed, what should I do?
How do I submit a shipment that is a Government Contract?
View all 7
Carrier / Contract Board
3
How do I track carrier insurance status?
A carrier will be using our trailer, how do we track that in Fleet Manager?
How can I see who changed a charge item on a contract?
Compliancy
2
I want a warning showing if resources are being used with compliancy items that will be expiring soon, how do I do that?
I want to prevent resources from being used if they have expired compliancy items, how can I make that happen?
Data Maintenance/Resources
3
My shippers/consignees list is blank?
A resource is going in for repairs for a while, how do we reflect that so the resource doesn’t get used until it’s back?
We’re renting a resource for a while and need to set it up in Fleet\Logistics, how should we handle a rental situation?
Document Imaging/Document Indexing
4
We have a new user, everything’s working but they can’t see document images?
I’m getting an message when accessing Document Indexing ‘The queue folder path specified in this storage locations is currently not accessible’?
I want to create a new document imaging definition, how’s that done?
Can I un-index a document?
Email
5
Our new user can access everything in Fleet\Logistics but the E-mail option is greyed out?
Is there some way we can confirm that e-mails were successfully sent?
We had to update our e-mail provider password or changed our login name and now customers aren’t getting e-mails, how does that get fixed?
Is there some way the E-mail button can send an e-mail through my Outlook (or other e-mail client) rather than Fleet\Logistics sending it itself?
We have a new user and only their email isn’t working out of Fleet\Logistics Manager?
Fuel Receipt Imports
5
How do I download a fuel import file?
Why isn’t my file importing?
What are the yellow icons next to my receipt?
What are the blue icons next to my receipt?
Why aren’t my receipts showing from the purchase listing board?
Invoicing
3
I need to make changes to an order that has been invoiced, how can I do that?
How do I “un-invoice” an order?
How do I create an invoice without an order?
Order Entry
5
How can I see who changed a charge item?
How can I see who changed an order?
How can I invoice an order without putting it on a trip/contract?
How do I show an order is delivered without it being on a trip?
How to set an Order that was marked Delivered back to Pending
Payroll
7
I want to put a driver on a different payroll schedule, how do I do that?
I need to create a new payroll schedule, where is that done?
How do I create a new method of payment?
How can I change what appears in the payroll summary page?
Should the Driver Expense be Reimbursement or Expense?
View all 7
User Accounts/User Manager
3
Can you give me access to the user manager?
Can you change my privileges for me?
Can I remove users from user manager?
EDI
5
Why was the ability to snooze statuses removed?
How do I re-send an EDI invoice?
How do I stop getting alerts?
Why do I have all these status alerts?
Why do I get a warning when auditing an EDI order?
Trip Board
2
Events Missing from Trip Itinerary
Using Check Calls, Re-Routes and Deadheads on Trip/Contract Boards
Workflow
11
Why are Workflow Events being completed at the same time when they are in different parts of the itinerary?
Why are two of the same locations on my workflow being updated at the same time?
Why doesn't my location update when the truck as already arrived and departed the location?
Geocoding all the locations individually takes time - why doesn't Trans Plus have a "Geocode All" function?
Why doesn't my last event on the trip have a Depart Workflow?
View all 11
Getting Started - Guides for New Users
New User Guide
6
Understanding your EDI Implementation
Getting Started User Guide
Compliancy User Guide
Fleet/Logistics Manager Icon Legend
Order Entry User Guide
View all 6
Webinars
2019 Quarter 1
1
Email Blast/Mileage/Freight Tracking
2019 Quarter 2
1
IFTA CARBON TAX REPORT/SEAL CHANGES/ELD&HOS ENHANCEMENTS
2019 Quarter 3
1
New Features Guide Q3 2019
2019/20 Quarter 4
2
Quarter 4 Webinar
New Features Guide Q4 2019
2020 Quarter 1
1
New Features Guide Q1 2020
2020 Quarter 3
1
2020 Quarter 3 Webinar
2020 Quarter 4
1
New Features Guide Q4 2020
Freight Tracking
FourKites
1
FourKites
Project44
1
Project44
FreightVerify
1
FreightVerify
MacroPoint
1
MacroPoint
Trailer Tracking
Trailer Tracking
2
iBright Reefer Information
Trailer Tracking
Equipment Hardware Management
1
Equipment Hardware Management
Fuel
Fuel Surcharge
2
Fuel Surcharge Management
Breakthrough Fuel Integration
Fuel Import
1
Fuel Import Process
Fuel Supplier Instructions
17
4Refuel
ASI
BVD TChek
Comdata
Eagle Travel Plaza (Eagle Fleet Services) Fuel Import
View all 17
Add On / Accounting
QuickBooks
3
QuickBooks Credit Import Procedure
Importing Chart of Accounts from QuickBooks
QuickBooks Payable Export - Bill and Credit Created
Fleet Manager Accounting Features
2
Using Miscellaneous Invoices
Consolidated Invoicing
Simply Accounting
1
Database Integrity of Simply Accounting
Fuel Statement Exporting
1
Fuel Statement Exporting
AccPac
1
Customer/Carrier Aging Summary User Guide
Costing
1
Indirect Cost Setup
Payroll
1
Payroll Setup and Processing Overview
Document Imaging
Document Imaging
1
Document Imaging User Guide
Invoice Renditioning
1
Invoice Renditioning: Setup and User Guide
Contract Board
Contract Board
7
Changing a Carrier on an Existing Contract
Carrier WCB Registration & Safety Rating USER GUIDE
Carrier Lanes - Carrier Search
Carrier Scorecard
Carrier Availability
View all 7
Technical
SQL Database Backups Instructions
3
SQL Express Database Backup
SQL Standard Database Backup
SQL 2000 Database Backup
Customs
ACE/ACI
4
E-Manifest Enhancements
ACE Module - User's Manual
ACI Module - User's Manual
ACE / ACI Entry Numbers
Seals
1
Seal Numbers
CSA
2
CSA - Auditing/Reporting Features in Fleet Manager
Improved CSA and FAST Controls
User Manager and Layout Restrictions
Order Limitations
1
Order Limitations
User Manager
1
User Manager
Layout Restrictions
1
Layout Restrictions
Trip-Contract Processing
Contract Processing Board
1
Contract Processing Board
Trip Board
Automated Driver Itinerary
1
Automated Driver Itinerary
Changes to the Trip Board Itinerary
1
Changes to the Trip Board Itinerary
Fun Facts - Trip Board Columns
1
Fun Facts - Trip Board Column
Linking Trips and Round Trip Analysis
1
Linking Trips and Round Trip Analysis
Service Failure Monitor
1
Service Failure Monitor
Trip Board Itinerary
1
Trip Board Itinerary
Equipment to Clean
1
Equipment to Clean
List Views
1
Saved List Views and Trip Board Layouts
Technical Support
GoToAssist Uninstall
1
Go To Assist Uninstall
Service Connection Issues
1
Service Connection Issues
SQL Server Maintenance
1
SQL Database Backups - SQL Standard
Satellite Communications
ELD and Hours of Service
1
ELD and Hours of Service
Geocoding
2
Geocoding and Validating Locations
Google API Key
WorkFlow
8
PeopleNet Workflow User Guide
Workflow User Guide_Omnitracs IVG
MCP50 Workflow User Guide
Fleet Logistics Manager Icon Legend
Geocoding and Validating Locations
View all 8
Communications User Manuals
5
Samsara User Manual
ISAAC User Manual
Keep Truckin User Manual
Omnitracs XRS User Manual
Forward Thinking Systems
Equipment Hardware Management
1
Equipment Hardware Management
Reports
Understanding Specific Reports
24
Accrued Payables Report
Asset Utilization Analysis
CSA FAST Listing
Customer Charges Analysis
Customer Revenue Analysis
View all 24
Exporting Listings
1
Exporting Listings
Exporting Reports From Fleet
1
Exporting Reports From Fleet
Report Customization Tool
1
Report Customization Tool
Report Automation
1
Automation for Reporting and Email Alerts for Trailer Readings
Mileage
IFTA/Carbon Tax
1
IFTA/Carbon Tax Reporting Manual
Mileage
1
Mileage Integration
Freight Assist
Freight Assist
2
Freight Assist User's Manual
Web Account Setup for Freight Assist
Facility Management
Facility Management
1
Facility Management Board
E-Mail and Texting
E-mail
6
Email Blast
Enhancements to Email Notifications
Pickup and Delivery ETA Notifications
Email Module User Manual (C#)
Email Module User Manual (VB6)
View all 6
Text Messaging
1
Driver Messaging
EDI
EDI
3
Auto-Accept EDI 204 Orders and EDI Client Change
EDI Module - User Guide
Configuring Users for EDI Alerts and Functionality
Quotes
Rate Quotes
1
Rate Quotes
Spot Quotes
1
Spot Quotes: Using the Freight Calculator and Worksheet Features
Probill Leg Rating
1
Probill Leg Rating
Order Listing Board
Order Listing Board
3
Order Listing Board Changes
Order Listing Board Change Summary
Custom Reference Numbers
Order Entry
8
Order Entry User Guide
Order Audit Sales Rep Override Change
Order Entry - Notes Indicator
Must Arrive By Dates & At Risk Notifications
Order Audit History Enhancement
View all 8
Help Desk Software
by Freshdesk