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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
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