Brokerware Update February 14th

  • New Developments
    • Currency Conversion
      • Brokerware now supports currency conversion for any type of currency worldwide. This is configured on a per client or per carrier basis.
    • Quickbooks
      • Updated the API to pass the carrier name and factor name separately. If the carrier has a factor, it will be used as the primary remit to address and name.
    • Added ‘Shipper Number’ to all tracking tiles
    • Delivery Appointment is now supported by the XPO API
    • Added additional fields to Report Builder
      • Base Cost
        • Cost without the accessorials
      • Base Bill
        • Bill without the accessorails
      • Bill
        • Total bill amount
      • Cost
        • Total cost amount
      • Delivery Date
      • Estimated Delivery Date
      • Estimated Delivery Range
        • Start/End Dates
      • Last Private Note
      • Last Public Note
      • Margin
      • Pickup Date
      • Pickup Ready Time
      • Pickup Closing Time
      • Priority
      • Provider
      • Shipment Creation Date
      • All custom reference fields created by users
    • Added Change Payer permission to allow for operations to change the payer prior to the invoice being created. Once an invoice is created, only accounting and managers can make this change.
    • API Tracking & Tracing will automatically update and insert the pro number in the event it is provided by the carrier.
    • Invoice Printing
      • Invoice Number added to ‘Print History’
      • You can quickly re-add invoices from ‘Print History’ to be reprinted.
      • Sorting functionality added.
    • Office Location
      • You can now assign office locations on a per staff level. Office locations must first be created under the ‘Staff’ dropdown on the dashboard.
    • New Shipment Modes
      • Bulk
      • Auto
    • Customer Statements
      • Invoice Number will now open the actual invoice
    • Customer now have access to upload documents via the customer portal or shipment profile.

Do you want to see a new feature or enhancement to the system? Please reach out to us at Support@3plsystems.com!