Invoice and Settlement Settings

To change the settings for invoices and settlements go to Administration → Configurations → Finance

Click on the icon to change the setting and select the check box if you want the option to be Yes or No. Click Submit Changes to save the setting.

The Bulk Payment Import is a specific process that allows a broker to upload a spreadsheet file to indicate that customer invoices have been paid. This process would be used when multiple financial systems are being used and need to be kept synced. The import can be set to post any failed payments to On-Account by checking the Bulk Import - Default Failed Payments to On-Account setting. If the Bulk Import - Default Failed Payments to On-Account setting is unchecked, then a failed payment will cause the entire import to fail.

If you uncheck the box for Allow Adjustment After Invoicing Load or Scheduling Settlement, this means that once you create a carrier settlement or a shipper invoice, you won’t be able to make monetary changes to the load. If you check the box for it, you will be able to make monetary changes to the load regardless of whether it has been settled or invoiced.

To configure Auto-Clear Invoices After 90 Days or Auto-Clear Payables 60 days after Invoice contact the EKA Administrator.