The Doing Business As field for a carrier can be set during carrier onboarding in Operations → Data Management → Carriers, or when editing a carrier in Administration → Carriers.
From the Active Carriers tab, search for the appropriate carrier and click on the carrier name to open the carrier profile.
The Doing Business As field is located in the Onboarding Data section.
Click the Edit button, enter in or update the DBA name, and click Save.
The DBA name is displayed from multiple locations in both Operations and Finance. The carrier name will only display alongside the DBA name if one exists.
In Operations, if you click on the carrier name so that the carrier details display, the DBA name will show alongside the carrier name.
On the Rate Confirmation document, the DBA name will display with the carrier name. The DBA name will also display in the Terms and Conditions, if that is configured in Administration. For more information on updating the legal text, refer to this article.
In Finance, if you hover over the carrier name in the Payables home screen, the Receivables home screen, and the Release Payables tab, the DBA name will be displayed.
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