Alvys offers a seamless e-check issuance feature, enabling efficient payments to drivers. This functionality is supported by integrations with EFS and Comdata. For enhanced control, Alvys allows administrators to set transaction limits for e-checks issued by both Alvys users and drivers. All e-checks are trackable via the "Search E-Check" feature.
How to Issue an E-Check in Alvys:
Start from the Load
Open "Generate E-Check"
Enter Recipient Details:
In the "Driver" field, type the recipient's name (e.g., driver, company). Select the correct entry from the suggestions.
Specify Amount
Select Reason:
Choose the appropriate reason for the payment from the "Reason" dropdown (e.g., Advance, Fuel Surcharge, Lumper Fees, Tolls).
Choose E-Check Provider:
Select your preferred e-check provider from the "E-Check Provider" dropdown. Available options depend on your Alvys integrations.
Add Reference (Optional)
Generate E-Check:
Click the "Generate E-Check" button to process the transaction.
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Setting E-Check Limits for Drivers and Users:
Alvys allows you to set specific caps on e-check issuance for both individual drivers and user roles, enhancing financial control.
For Individual Drivers:
Navigate to Drivers List
Locate and click on the specific driver whose e-check limit you wish to set or modify.
Access E-Check Settings:
Within the driver's profile, look for the "E-Check %" and "E-Check Cap" fields.
Set Limits: Click on "Not set" next to either "E-Check %" or "E-Check Cap" to open a pop-up window. Enter the desired percentage or maximum dollar amount for their e-check limit.
E-Check Percentage: Defines the maximum percentage of a payment a driver can receive via e-check.
E-Check Cap: Sets a fixed maximum dollar amount a driver can receive via e-check per transaction.
Save Changes
For Alvys Users (Based on Role):
Navigate to Company Profile
Access Users Tab:
Within the Company Profile, click on the "Users" tab.
Locate and click on the specific user whose permissions you wish to modify.
Set E-Check Caps:
Locate the "E-Check Cap" field. Similar to drivers, click "Not set" or the current value to open the input window. Enter the maximum dollar amount this user role can issue via e-checks.
Save Changes
Searching and Reviewing E-Checks:
Alvys provides a powerful search function for auditing and tracking all e-check transactions:
Access the Search E-Check Feature
Define Your Search Criteria:
Money Code/Check Number: Enter a specific e-check or money code number if you have it.
Date Range: Select a specific period using the date picker to narrow down transactions.
You can also filter by Driver, Load Number, Amount Issued, Reason, and the Date Generated using the respective column filters
Execute the Search
Review Transactions:
The results table will show all relevant e-checks, including details like driver, load number, amount, reason, and the user who generated it.
View Load Details (Optional):
You can click on a specific load number in the search results to navigate directly to that load's page and view its complete details, including the e-check history associated with it.
By leveraging these features, Alvys empowers you with comprehensive control and visibility over all your e-check operations, ensuring secure, compliant, and efficient financial management.