Billing permissions (sometimes referred to as financial access rights or accounting entitlements) determine what each user can see and do within the financial and accounting areas of Alvys. They are configured per user and apply across the platform, including loads, reports, and the Accounting menu. The fifteen permissions in the Billing category range from foundational access (the "Billing" permission itself) to granular controls over paystubs, pay plans, and factoring.

To modify any permission, the logged-in user must hold the "Permissions" permission (the "Set Permission" toggle, located in the Management category). Without it, the user profile is read-only.

For step-by-step instructions on adding users and configuring permissions, see Management and Privacy Permissions.

Partner Admin roles receive all Billing permissions by default. Safety and Driver roles receive none. The table below shows confirmed default assignments for permissions with explicitly documented role assignments — for the remaining permissions (Billing master, Generate Invoice, Override Invoice, Pay Driver, Pay Owner Operator, View/Edit Paystubs, Rollback Transaction), check the individual sections below or view current assignments directly in Management → Company Profile → Users.

The "Billing" permission is the master access key for the financial areas of Alvys. Staff with this permission can see and work with money: invoices, customer payments, factoring records, and financial reports. Staff without it see only the operational side of the platform; all financial information is hidden regardless of what other billing permissions they hold.

Enabling "Billing" provides the following access:

"Billing" is a prerequisite for many of the specific billing permissions below to take full effect on loads in billing statuses (Released, Queued, Invoiced, Financed, Completed, On Hold). Admins must enable "Billing" first.

The "Invoice" permission (shown as "Generate Invoice" in the user interface) allows a user to generate and regenerate invoices, submit invoices to customers, and send payment reminders for individual loads.

Specifically, this enables the Generate Invoice button on loads in Released, Queued, Invoiced, Financed, or TONU status, accessible from the Money Box in the Trip Info view.

The "Override Invoice" permission allows a user to modify two date fields on an already-invoiced load: the Invoice Due Date and the Date Invoiced, visible on the load details page.

These fields can be edited on loads in Released, Queued, Invoiced, or Financed status. They remain locked for all users on loads in other operational statuses regardless of permissions.

The master "Billing" permission inherently provides this ability; "Override Invoice" is a narrower alternative for personnel who need to correct dates without full billing access.

The "RollBackTransaction" permission (shown as "Rollback Transaction" in the user interface) allows a user to revert factored loads that have been uploaded to a factoring provider via FTP (such as Capital Depot or RTS). The Revert Factored Load option appears in the Manage dropdown on the load details page only when all three conditions are met: the user holds this permission, the load is in Invoiced status, and the load was previously included in a factoring company FTP batch.

The "Pay Driver" permission controls access to all driver paystub functions in Alvys. Users with this permission can access the Pay Drivers or Driver Settlements page under Accounting and can generate paystubs for company drivers.

This permission also reveals the Deductions, Escrow Account, and Fuels tabs within each driver profile. These tabs are completely hidden from users without this permission.

To modify a driver profile in addition to viewing it, the "Edit Asset" permission is also required.

The "Pay Owner Operator" permission controls access to owner operator payroll processing. It gates the Owner Op tab on the Pay Driver page and the owner operator filter on the Driver Settlements page. Without it, users can still process paystubs for company drivers and trucks but cannot access the owner operator view.

"Pay Owner Operator" works alongside "Pay Driver": Pay Driver controls access to the settlements page and the company driver view; Pay Owner Operator adds the owner operator tab within that same page.

The "View Paystubs" permission enables a user to view driver and owner operator paystub records from the driver profile. Without it, paystub data is hidden entirely. This permission is a strict prerequisite for "Edit Paystubs".

The "Edit Paystubs" permission enables two actions on driver paystubs from the three-dot menu in the driver profile: opening and modifying an existing paystub on its edit page, and deleting (reverting) a paystub.

"View Paystubs" is a strict prerequisite. Additionally, the edit and delete actions apply only to paystubs generated through the legacy driver pay workflow. Driver settlement statements generated through the modern Driver Settlements module cannot be modified or deleted from the driver profile; those must be reverted within the statements tab of the Driver Settlements module.

The View Pay Plans permission functions in conjunction with the Pay Plans feature flag, and both requirements must be met for the Pay Plans page to appear in the management menu. While the feature flag provides tenant level control over the availability of the feature itself, the permission provides specific user authorization within those enabled environments.

By default, the View Pay Plans permission is granted to the Support, Partner Admin, and Admin roles.

The Edit Pay Plans permission governs the ability of a user to create, modify, and delete driver pay plan templates within the Alvys TMS. For this permission to be effective, the Pay Plans feature flag must be enabled at the tenant level. If this flag is disabled, users cannot navigate to the pay plans page regardless of the permissions they hold, as the system prevents access to the route entirely. Accessing the Edit Pay Plans functionality also requires the View Pay Plans permission as a prerequisite. Without the ability to view the page, a user cannot interact with the editing interface.

When granted this permission, a user gains access to three (3) specific write operations. They can:

Create a new pay plan through a modal form

Modify any existing plan by selecting the edit icon

Permanently remove a plan via a confirmation dialog

Because pay plan configurations impact the compensation of every driver and owner operator across the Tenant, unauthorized changes can lead to significant payroll errors or driver disputes.

By default, the Edit Pay Plans permission is assigned to the Support, Partner Admin, and Admin roles. It is explicitly excluded from the Operation Manager, Dispatcher, Biller, and other operational roles to maintain a clear separation of duties.

The Approve Payable Items permission controls whether a user can approve or unapprove payable line items for carrier and driver settlements. In Alvys TMS, payable items are individual charges, such as trip values, accessorials, and e-checks, that must be approved before they can be included in a settlement. This approval process acts as a quality control step, allowing an authorized user to review each item before it is approved for payment. Without this permission, a user cannot approve items for statement generation.

By default, this permission is granted to the Support, Partner Admin, Admin, Operation Manager, and Biller roles. Conversely, this specific access is not assigned by default to the Dispatcher, Sales Agent, Data Entry, Office Admin, Safety, or Driver roles.

The Create Carrier Statement permission controls whether a user can generate carrier settlement statements. A carrier statement is a formal financial document that summarizes all charges, payments, and deductions for a carrier over a settlement period. Creating a statement is the step that finalizes the carrier's settlement and prepares it for payment. Without it, the user cannot finalize carrier settlements.

By default, this authorization is granted to the Support, Partner Admin, Admin, Operation Manager, and Biller roles. Conversely, this specific permission is not assigned by default to the Dispatcher, Sales Agent, Data Entry, Office Admin, Safety, or Driver roles.

The Revert Carrier Statement permission controls whether a user can revert (undo) a carrier settlement statement that has been generated. Reverting a statement returns the carrier's payable items to their pre-statement state, effectively canceling the settlement and allowing corrections to be made before a new statement is generated.

This is a corrective action that should only be performed when errors in the original statement have been identified and need to be fixed. Because reverting affects the carrier's payment expectations and may require coordination with the carrier, it is restricted to administrator-level users who can make informed decisions about financial reversals.

By default, this authorization is granted to the Support, Partner Admin, Admin, and Operation Manager roles. Conversely, this specific permission is not assigned by default to the Biller, Dispatcher, Sales Agent, Data Entry, Office Admin, Safety, or Driver roles. This permission is more restrictive than “Create Carrier Statement” (which the Biller receives) and reflects the sensitive nature of reverting financial commitments.

The Edit Invoice Customer As permission controls the “Invoice Customer As” dropdown on the Load Details page. It allows a user to select a different company subsidiary than the one shown on the customer invoice for a load. This is useful for companies with multiple subsidiaries, where a load may be handled under one entity but billed under another with a separate customer relationship. When a selection is made, the system updates the load record with the chosen subsidiary.

If a user does not have this permission, the dropdown remains visible but is disabled, so they can view the current selection but cannot change it. By default, this permission is granted to Partner Admin, Admin, Operation Manager, and Biller roles only.

Q: What is the difference between the "Billing" permission and the other 14 specific billing toggles? A: The "Billing" permission acts as the master entry key for the entire accounting module. It unlocks the Billing module and provides broad visibility into financial data. The other 14 permissions control specific actions, such as generating invoices, processing payments, or managing settlements. Usually, a user needs the "Billing" permission for general access plus specific toggles for their daily tasks.

Q: Can I change the "Invoice Customer As" subsidiary after a load has been paid? A: No. The "Invoice Customer As" dropdown is only editable when a load is in statuses such as Open, Dispatched, Delivered, or Invoiced. Once a load reaches Queued or Paid status, the subsidiary field is locked to maintain financial integrity.

Q: What is required to edit a customer rate on a load that has already been released to billing? A: To edit rates at this stage, a user must have both the Edit Customer Rate permission and the master Billing permission. Without the Billing toggle, the financial fields become read-only once the load is released into the billing.

Q: Why can some of my team members see the "Deductions" and "Fuels" tabs on a driver’s profile while others cannot? A: Visibility of these tabs is controlled by the Pay Driver permission. This is sensitive financial data, so Alvys hides these tabs entirely for any user who does not have the authority to process driver settlements.

Q: Why can't I revert a carrier statement that I just created? A: You likely possess the Create Carrier Statement permission but lack the Revert Carrier Statement permission.

Q: Under what specific conditions will the "Revert Factored Load" option appear in the Manage menu? A: This option only appears when three conditions are met simultaneously: you have the Rollback Transaction permission, the load is in the Invoiced status, and the load was previously included in a factoring company FTP batch (such as Capital Depot or RTS). If any of these conditions are missing, the option will not be visible in the dropdown.

Q: Why can't I see the Pay Plans option in the Management menu even though I'm an Admin? A: Access to Pay Plans requires both the View Pay Plans permission and a system-level feature flag to be enabled.

Q: What happens if I have "Edit Pay Plans" enabled but "View Pay Plans" is turned off? A: You will be unable to make any changes. The View Pay Plans permission is a strict prerequisite; without the ability to access and view the Pay Plans page, you cannot interact with the interface to create, modify, or delete any pay plans.