Release Notes 7/9/2026

Documents Badge

A Docs badge has been added to the Active Loads tab. The number of documents saved in the load is included in the badge.

If you click on the badge, the list of documents is displayed along with the customer’s required documents. New documents can be uploaded using the Upload Document button. The documents can be viewed by clicking on the document type. Click Close to return to the load list.

Documents Management in Finance → Receivables

New functionality has been added to the Receivables home page to view, verify and manage documents.

The Document Status filters have been changed to include a filter for documents that are Pending Verification.

The documents indicator at the beginning of the load row has been enhanced to match the three statuses in the filter.

Yellow = Missing Documents

Blue = Documents Uploaded - Pending Verification

Green = Documents Fulfilled and Verified

Clicking on the document icon opens a document management window. Click the green plus sign to add a new document to the load.

Click on the document type to open the document.

List Bill Sort Options

New sort options have been added to the list bill function to select how the invoices should be sorted on the List Bill PDF.

Account Manager Contact on Customer Statements

The Primary Account Manager name and email has been added to the Customer Statement.

The account manager is pulled from the Primary Account Manager field in the customer profile.

Bug Fixes

• Searching for Customer Load Number should now return results if the load is Deleted or Rejected