January 30
Granular Company Permissions
Secure your financial data with precision. We have separated the permissions for creating and editing companies into two distinct categories: Customers and Non-Customers.
What’s new:
Segregated Access: Define exactly who can modify Billable Customer profiles. Prevent unauthorized changes to credit terms, billing addresses, and contacts.
Operational Flexibility: Give your operations team the freedom to create and edit Shipper/Receiver locations as needed, without exposing your customer database to risk.
Improved Compliance: Reduce risk and strengthen your security posture by aligning user permissions strictly with job functions.
Why it matters:
Data integrity is critical for scalability. By segregating these permissions, you protect your revenue cycle from accidental errors and unauthorized changes, ensuring that only accounting and sales leadership handle financial data.
Available now in: Settings > User Management > Permissions
Admin access is required to configure permissions.
January 30
Custom References - Drivers
Custom References now supports unique fields for Drivers, enabling your team to define, manage, and report on the exact operational and compliance data your business requires. Eliminate scattered notes and siloed spreadsheets by centralizing critical details such as driver certification status, equipment maintenance intervals, and HR or ownership codes in one system.
What’s new:
Track and report on the driver data that matters: Easily create up to 20 custom fields for to track the driver data that it important to your unique business.
Find driver-specific data fast: Search, filter, and sort by custom references directly on the Driver lists so your team can quickly access information. No more time wasted reconciling multiple data sources.
Use Case Example: A fleet manager needs to ensure only drivers with up-to-date certifications are assigned to loads requiring specific endorsements. With Custom References, the manager can filter driver records by certification status, quickly verify compliance, and generate reports for audits. This eliminates manual checks and supports compliance readiness at scale.
Available now in: Driver List and Custom Reports.
Admin access required to create and configure custom references. See the Help Article for setup guidance.