2023 Product Updates - Edition 3

Product Features Updates

Workflow Automation

Create and set up workflows swiftly, saving time by providing built-in features that enhance productivity, foster teamwork, and streamline the process of entering shipment information.

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Apply to Sell

Apply independent Sell pricing via rating results.

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General Ledger Report

Easily monitor your financial progress by reviewing a concise report of your transactions during a designated time frame while also simplifying the task of inputting journal entries.

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Account Types

Cost of Goods Sold, Expense, and Income are new account types that allow you to add filters.

After selecting any of the mentioned, you will see a new option to add filters such as Shipment Type, Transit Leg, Charges, and Accessorial.

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Stop Reference Numbers

Add reference numbers to all stops and make these available in shipment documents.

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Use shipment reference numbers as a search column to make viewing specific shipments easier.

Shipment Search

Company Loadboard

Quotes visibility within hierarchies

Shipment history will also be available for Sub-Organizations coming from the parent organization when the end user does not have the "User Allowed Org Access" permission.

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TriumphPay Audit
Place a hold on the bill approval in Triumph when you know something needs to be revised by sending the shipment to the variance list.

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You can send the shipment POC to carriers using the LoadOwner source setting through the integration. This setting can have two possible values: SalesRep or Assignment.
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Workflow Automation

New Actions Remove All Assignments and Add Assignment Message.

New Triggers Remove Alert, Shipment Status Updated, and Carrier Removed/Added.

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