BrokerWare System Updates

New Features & Enhancements

New Global Default - Workflows

• When workflows are enabled in Global Defaults, the system allows you to generate and enforce workflow requirements for specific processes, including Customer Management, Carrier Management, and Accounting (AR/AP) management.
• Link to Knowledge Base Article: Workflows

Unbilled Report

• The new Unbilled Report (Reporting → Accounting) shows shipments with unbilled receivables and payables—including amounts still in approval when workflows are used—and works with or without approval workflows.
• Link to Knowledge Base Article: Unbilled Report

Additional Invoice Screen

• New screen to create and manage additional invoices on shipments (e.g. accessorial and commodities), with support for multiple invoice types and optional use in AP audit.
• Link to Knowledge Base Article: Additional Invoice

Customer Import Changes

• Customer import now supports invoice preferences (e.g. email grouping, invoice method, backup docs, billing email, dunning/statement flags) and customer preferences (e.g. shipment defaults, linear feet popup, bar code format). You can also:
  • Assign existing sales reps to customers during import
  • Create and assign blanket markups
  • Apply credit and payment data
  • Apply excluded carriers
  • Set up master and sub-account relationships
  • Apply division assignments

CSR Process / Revision Process

• When workflows are enabled, the CSR process is the customer setup workflow that routes new customers through configurable approval steps.
• In Admin Tools you can define Credit Evaluation rules for new customers and Revision approval rules for existing customers when revisions are submitted. The approval hierarchy and step priority are configurable.
• Link to Knowledge Base Article: Customer Setup Request (CSR) Process Flow

Carrier Onboarding

• When workflows are enabled, when a carrier is created a multi-step approval process is started to allow carriers to be vetted before becoming active.
• Carriers enter the system as disabled and progress through up to three approval stages (Operations Review, Financial Review, and Final Review) with configurable user groups controlling who can approve at each step.
• Reviewers at the Final Review stage can reject and restart the workflow back to an earlier step, and a "Pending Oracle" filter tracks carriers awaiting Oracle supplier ID assignment, with a resync button for failed integrations. All approval actions are logged for audit purposes.

AR Workflow (Oracle)

• An AP Invoice must be created before the AR process can proceed.
• Link to Knowledge Base Article: AR Workflow

AP Workflow (Oracle)

• When an AP Invoice is created, it will proceed only if the invoice is in Delivery status, the Customer is successfully synced to Oracle, the Carrier is successfully synced to Oracle, and the invoice is not on hold; if any of these conditions are not met, the invoice will be routed to the Reconsolidation Screen.
• Link to Knowledge Base Article: AP Workflow

Division Hierarchy

• Global default - Strict tree-based data filtering by user division & subs. More pages filtered, Report Builder cascade filter added.
• Link to Knowledge Base Article: Division Hierarchy
• Link to Knowledge Base Article: Staff Admin Global Defaults

AR Credit Memo & Rebill Approval Workflow

• When workflows are enabled, New multi-level approval process for credit memos & rebills.
• Configurable rules by amount/variance/type, user groups per role (Credit → Controller → VP Finance), email notifications with direct links, pending queue with filters, approve/reject with reasons, full audit trail in shipment notes.
• Ensures strict financial control.
• Link to Knowledge Base Article: AR Credit & Rebill Approval Workflow

Second Invoice Workflow

• When workflows are enabled, the Second Invoice Workflow handles the scenario where multiple carrier invoices arrive for a single shipment -- due to duplicates, additional charges, re-invoices, different vendors, or different PROs.
• It adds a "Secondary" tab to the AP Audit page that routes these invoices through a four-step wizard: rate review against the active contract, balance due adjustment entry, optional customer invoice creation to cover the supplemental charges, and a final approval summary showing grand totals and margin impact.

Reconsolidation

• This is a new screen where users can review, approve, or reject carrier invoices.

Accessorial Service Lane

• This new feature gives the client ability to configure a specific service lane for accessorial charges.
• Link to Knowledge Base Article: Accessorial Service Lane

Bank of America Integration

• This integration enables users to pay invoices with Bank of America.
  • One-time payment (Customer -> Customer Invoices): customers can pay invoices through a secure BofA-hosted payment page
  • Auto pay (Customer -> Customer Invoices): customers can enroll in Auto Pay through the portal to have invoices paid automatically
  • Full and partial refunds supported
  • Payment receipt (PDF and Excel) emailed to the customer and accountant upon confirmation
  • Finance team can log in directly to the CPP portal (Customer Payment Portal)
• Link to Knowledge Base Article: Bank of America Integration

Mercury Gate Carrier Update Integration

• Sends carrier information to MercuryGate TMS on update.
• Users can see and update MercuryGate Carrier ID on carrier profile.

Commissions Report (Based on Workflow)

• The report displays a list of loads and profit margin between customer invoices and carrier invoices.

Component Visibility

• Controls the visibility of fields and buttons of various types including:
  • Shipment actions in shipment profile based on User Role, Shipment Mode, and Shipment Status.
  • Shipment fields during shipment creation based on Shipment Mode.
  • Shipment documents in shipment profile based on Shipment Mode.
  • Customer tools in customer profile based on User Role.
• Link to Knowledge Base Article: Component Visibility

Menu Permission (Admin or Client Super Admin required)

• It can restrict specific users from accessing specific menus.
• It can grant specific users access to specific menus.
• This does not give users permission to perform any action on the pages other than their permissible actions defined by their role access.
• Link to Knowledge Base Article: Menu Permission

Naming Management

• Allow renaming key words in the system such as:
  • Dashboard tiles
  • Create shipment buttons
  • Shipment status
  • Shipment actions
• Link to Knowledge Base Article: Naming Management

Invoice Preferences

• BOL/POD Required Notification (Existing Renamed)
  • Marks that BOL or POD is expected for this payer. Used for messaging and display (e.g. “BOL/POD required” on the invoice or in alerts).
  • It does not put the invoice on hold or block printing when the document is missing.
• BOL/POD Required Enforced
  • Turns the requirement into a hard rule: the system checks for the document and, if it’s missing, treats the invoice as incomplete. Those invoices can be put on hold and the missing documents are listed in the on-hold summary.
• Summary: Notification = “we want this document” (informational). Enforced = “we hold the invoice until the document is present” (enforcement).
• Link to Knowledge Base Article: Invoice Preference - BOL & POD

Report Builder Button

• New Report Builder button shortcut now on the Dashboard.

Single Limited Access Accessorial

• When enabled, any accessorial set as Limited Access Delivery or Limited Access Pickup subtypes in setup appear in the Limited Access Delivery and Limited Access Pickup dropdowns.
• These dropdowns are available in Full Form and Short Form.

Mode Filter

• Filter selectable Equipment Types and Accessorials on the shipment page based on active shipment mode.
• Link to Knowledge Base Article: Mode Filter

Inbound EDI 204 - "Do not Update" options

• Inbound 204 EDI setups now support per-setup “do not update” options.
• In EDI Setup (Inbound, type 204) you can choose to not update: Pickup #, Delivery #, Equipment, Public Notes and Broker Private Notes (at each stop), Assigned To, and commodities. “Do not update date/times” remains available as before.

Mode Location Code (Oracle)

• Auto assign configured location code to shipment for syncing to Oracle.

Accounting - Report History (Workflow)

• Schedule sending accounting reports to emails.
• Display history of scheduled reports.
• Support Commission report and Unbilled reports.

FreightSnap

• New integration that when enabled on a per customer basis, will allow users creating a load to enter reference IDs from their FreightSnap account to prefill commodity data with piece counts, dimensions and weight.
• Customer setup is to be done via Integrations → Partner Integrations and select a customer for this feature to be enabled on.
• This can be found on the Full Form page.
• Link to Knowledge Base Article: FreightSnap

Popup Modal Dismissal Behavior - Shipment Profile

• Updated the logic to the popup modals on shipment profiles so that these no longer close when a user accidentally clicks outside of the modal.
• Users will either have to save, cancel or click the X to exit the modal.
• These 4 areas on the shipment profile have been updated. We will continue to improve further sections in the system:
  • Reference Information
  • Shipping & Receiving Locations
  • Commodity Information
  • Bill of Lading Instructions

Report Builder

• Added two new filter options for date fields:
  • Month to Date: Automatically pulls data for the last 30 days from the date the report is run.
  • Month: pulls data from a selected calendar month.

Customer Tracking Report

• Updated the exporting format for the Tracking Report.
• Data will now be parsed and separated by their distinct names, indicated by individual columns.

Customer Access - Detailed

• Added new access for Admin customer permissions called "Book Dispatched Shipments".
• When enabled, this will allow the customer login to move loads that are currently in Dispatched status back to Booked status.
• A warning will appear to confirm this action and will be recorded in the shipment notes.

Label Documents

• Clicking the download icon next to a Label now downloads one Avery 5168 label PDF directly.
• The "How Many Labels?" modal no longer appears for download; it will still appear when opening the label to view.

Tariff Global Incremenent Markup/Markdown

• Added a new feature on API tariffs to globally markup or markdown min charges and markup percentages.
• Link to Knowledge Base Article Tariff Increment Markup/Markdown

Documents & Emails Contact

• Added a new global default to control the phone number and email used on documents and system generated documents.
  • Corporate (default) uses company-level contact and does not show a default “Questions? Call … or email …” line on the BOL.
  • Division uses division-level contact and shows that default BOL contact line so customers can reach the correct division.

Enforce Dispute Amount Less Than Invoice

• Added a new global default lets you require that dispute amounts do not exceed the load/invoice cost.
  • When enabled, saving a dispute will fail with a validation error if the dispute amount is greater than the invoice amount, helping keep disputes within the actual load cost.

EDI 210 Matching - In Dispute loads

• Added an additional failed match reason for "In Dispute" loads.
• Added highlighting to the load number to easily identify the loads
• Link to Knowledge Base Article EDI 210 Matching - In Dispute Loads

Next Check Call

• You can record check calls and set when to make the next one from Shipment Profile → Actions (Check Call button).
  • When Automated Next TL Check Call Creation is enabled for a customer (Customer Tools → Preferences), the system can auto-schedule the next call using the customer’s Tracking Call Interval and the client’s TL Tracking Hours (Account Management → System Defaults).
  • The Next Check Call column on Dispatch, In Transit, and Pickups grids can be reordered via Tile Configuration.
• Link to Knowledge Base Article Next Check Call

Bug Fixes

Estes Express

• Fixed issue where shipments were being marked as In Transit via API without PRO numbers assigned to them.

DAT Loadboard

• Fixed issue where the incorrect linear feet value was posting to DAT's portal.

Dashboard - PRO Number column

• Fixed issue where the Insurance Certificate number was displayed alongside the PRO number on dashboard tiles. This has been removed.

BOL Document

• Fixed issue where the layout for the system's BOL document that was sent via Invoice Printing was not.

Pickup Time error

• Fixed issue on full form preventing pickup times from being entered properly and users received the message "Pick Up From Time cannot be after Pickup To Time".

Other Improvements

Tanker Endorsed for Truckload

• Added a tanker endorsed flag in commodity section.
• Added to Rate Con document.
• Added to Source Capacity.

Hide Volume Rate

• Displays volume rate for staff users only.
• Can be enabled in the Default setting. Default shows to everyone.

Customer Address Import

• Added import options to the top of Customer Address Book list.

Product Import

• Added import options to the top of Customer Product list.

BOL Suffix

• Added “RC” for reconsignment load.
• Added “RT” for return load.

Global Document

• Admins can make a document available to all customers.

Global Defaults

• Enable Zendesk.

Customer Profile

• Renamed “Contacts” to “Users”
• Add Truckload Program flag
  • Display as information only
  • Reportable in Report Builder
• Add No Comm flag
  • Display as information only
  • Reportable in Report Builder

Carrier Profile

• Display Highway ID.

Collector 1 & 2 Management (CSR - Workflow)

• Admins can manage collector list.

Hazmat detail

• Add Chemical Name field.

Charge Summary Invoices and Bill update (Oracle)

• Added extract date column.
• Added Oracle Resp Date column.
• Added Oracle Trans ID column.

Report Builder

• Added Export PDF option.
• Shipment Report Type - New Fields:
  • General
    • Shipment Mode Category
    • Profit Center Code (Oracle)
    • Profit Center Category (Oracle)
    • Profit Center Description (Oracle)
    • Shipment Location Code (Oracle)
    • Shipment Notes
    • Total Freight Charges
    • Total Accessorial Charges
    • Insured Value
    • Contacts
    • Carrier Business Type
    • LCR Notes
    • MercuryGate Carrier ID
    • Highway Carrier ID
    • Carrier EIN
    • Invoice
    • AP Oracle Transaction ID (Oracle)
    • AR Oracle Transaction ID (Oracle)
    • Master Invoice Number (Oracle)
    • Has AP Audit (Workflow)
    • AP Audit Reason (Workflow)
    • AP Audit Invoice Variance (Workflow)
    • AP Audit Approved By (Workflow)
    • Invoice
    • AP Oracle Transaction ID (
• Customer Report Type - New Fields:
  • General
    • Customer Division (Division)
  • Credit
    • Credit Exposure
  • Customer Profile
    • On Hold
    • Truckload Program
    • No Comm
    • Customer Created Date
    • Credit Approval Date
    • Oracle Account Number (Oracle)
    • Oracle Profit Center (Oracle)
    • Oracle Sales Person (Oracle)
    • Rebate Group (Oracle)
    • Tariff
    • Tariff Level
    • Tariff Type
• Carrier Report Type - New Fields:
  • General
    • Business Type
    • LCR Notes
    • MercuryGate Carrier ID
    • Highway Carrier ID
    • Carrier Status
    • Carrier Approval Status
    • EIN
    • Created Date
    • Created By
    • Last Modified Date
• Division Sharing (Division Hierarchy)
  • Sharing Options
    • 1. Hierarchy
    • 2. Cascade All
    • 3. Specific subdivisions
    • 4. Specific Users
  • Ownership
    • Report List
      • See own reports and reports created by others
      • Only owner and admin can edit reports
      • Others can clone

Advanced Required Fields

• Added support for mode specific.
• Allow Admin users to apply defaults to all customers.