September 16, 2021
We're excited to announce a monumental update to FreightPath, including our quickbooks integration, the ability to link invoices and POs, customer credit limit tracking and much more.
September 16, 2021
We're extremely excited to announce the release of our Quickbooks integration - which will allow users to sync invoices to their quickbooks account with a single click.
To set up your quickbooks integration, visit the new Integration tab in your FreightPath settings. Customer, vendor (i.e. carrier) and account IDs will need to be setup in the network tab prior to quickbooks working.
Our quickbooks integration has full support for both US and Canadian/worldwide versions of Quickbooks, along with tax code support for both with the option of default tax codes and tax overrides. If you have questions or would like help getting quickbooks setup, please set up a training with a FreightPath advisor.
The quickbooks integration will only be available for users on a Professional, Team or Enterprise pricing plan.
Another long awaited feature is the ability to link invoices with your orders/POs (i.e. your loads). By linking your POs on each invoice, you'll be able to more closely track payment on a per-order basis.
FreightPath will also display the linked POs on the rate confirmation and invoice - displaying the shipper and consignee so that your customers have a better idea of what they're being billed for.
We've also introduced the ability to set and track credit limits for your customers. In the organisation detail page of each customer, you'll be able to set a credit limit and credit limit currency on the relationship tab.
FreightPath will automatically track the credit usage of your customers based on unpaid, open invoices so you don't over-leverage yourself.
In your settings, you're also able to set a credit limit threshold, which will give you a pre-emptive notification when customers reach or pass the threshold.
For example, if credit limit threshold is set to 75%, and a customer has used more than 75% of their available credit, FreightPath will automatically alert you at time of booking to prevent over-leveraged situations.
We've listened to our customers, and added the ability to freely change shipment status without limitations. For example, you'll be able to change a shipment's status to DRAFT or READY at anytime - saving you time and giving you more flexibility
You can also search for locations by address fields along with names. For example, if you've saved a location in Los Angeles, CA with the name "Warehouse", you'll be able to search for it by the name, the city, state and address - making your workflow faster and easier.
All changed will be released to users as part of release 5.142 happening on Thursday Sept. 16