The Accounts Receivable Financing (ARF) section is used to add and manage the factoring company that is assigned to a carrier.
To update the ARF on a carrier, go to Administration → Carriers.
From the Active Carriers tab, search for the appropriate carrier and click on the carrier name to open the record for edit.
Navigate to the Payments tab of the carrier profile and click Edit to open this page.
In the Accounts Receivable Financing section, click Add New to assign a new factoring company to the carrier. Complete the required fields and click Save to add the ARF to the carrier profile.
Alternatively, click the Search existing ARF link directly below the Company Name to search the database of existing ARF companies. Start typing in the Company Name and possible matches will appear in a list. Click on the name of the appropriate ARF and click Select to pull the ARF into the carrier profile.
The full, stored details of the ARF will display. Click Save to save the selected ARF.
To edit, remove or make the ARF Inactive, click the Edit button to open the Accounts Receivable Financing section again.
Make the necessary edits or click Remove to fully remove that ARF from the carrier profile. Click Save to save changes.
Note: only one active ARF company is allowed for each carrier.