Load Advance

Go to Load Management → Loads → Active or Delivered Loads to issue a load advance. Load advances can be issued to carriers that have been set up to receive load advances. Three different types of load advances are available: EFS, Comdata, and Manual. In order to issue Comdata and EFS load advances, it must be enabled for the user by your administrator.

A subscription is required to utilize EFS Load Advances. Fee structures for EFS advances are managed by the Broker Administrator. A subscription is also required for Comdata Load Advances. Only one subscription can be enabled at a time.

Select Load Advances from the dropdown list of actions. Only carriers that are set up to receive load advances in their carrier profile will have this option available.

Click Create Load Advance to continue. The application will issue a warning if it does not detect a proof of load pickup. Enter the pickup date in Load Events or tick the box Authorize Load Advance in order to continue. 

EFS

To issue an EFS advance, select Issue EFS Load Advance. (Reminder - a subscription is required). The Advance Fee set in Broker Configurations will automatically be applied. Enter the Advance Amount and click Create to generate the advance.

A confirmation will open. Enter the email that will receive the money code and press Send to continue and confirm the advance or press Cancel to return to the previous screen.

Comdata

To issue a Comdata advance, select Issue Comdata Load Advance. A subscription is required for issuing Comdata load advances. The Advance Fee set in Broker Configurations will automatically be applied. Enter the Advance Amount and click Create to generate the advance.

A confirmation will open. Enter the email that will receive the express check and press Send to continue and confirm the advance or press Cancel to return to the previous screen.

Manual

To track a load advance issued outside of the application, use the Record Manual Load Advance option. Enter the Advance Amount and any fees. Click Create to generate the financial record for the advance.

A confirmation will open. Press Yes to continue and confirm the advance or press No to return to the previous screen.

A summary of each transaction will be listed in the Load Advances menu.