Knowledge Base
Go to Tai Software
Go to Customer Portal
Sign in
Accounting
Accounting
General
Accounting Sync
Accounts Payable
Accounts Receivable
Commissions
Back Office Features
Company Docs
Customers
Portal
Management
Email Configuration
Front
Google
Microsoft
IMAP
Front Office Features
Front Office Tracking
General
Insurance
Integrations
Accounting
Factoring
Load Board
Other
Payment Gateways
Rating
Tracking
Digital Freight Matching
Carrier Onboarding
Onboarding
Internal Guidelines
Welcoming
Imports
Integration
LSP
Carriers
Organization Management
Public API Documentation
Accounting
Webhooks
Shipping Service
Rates
Reports
Sales
Shipments
General
Bulk/Admin
Domestic Freight
International
LTL
Truckload
Content Templates (Document Changes)
Tai Email Assistant
Tai Marketplace
Tai Software Write Ups
Informational Articles with Video
Tai Software Application Billing
TMS Documentation
Video Library
What's New?
2024 Releases
2023 Releases
2022 Releases
2021 Releases
Back to home
Knowledge Base
Accounting
Accounting
General
Accounting Sync
Accounts Payable
Accounts Receivable
Commissions
Back Office Features
Company Docs
Customers
Portal
Management
Email Configuration
Front
Google
Microsoft
IMAP
Front Office Features
Front Office Tracking
General
Insurance
Integrations
Accounting
Factoring
Load Board
Other
Payment Gateways
Rating
Tracking
Digital Freight Matching
Carrier Onboarding
Onboarding
Internal Guidelines
Welcoming
Imports
Integration
LSP
Carriers
Organization Management
Public API Documentation
Accounting
Webhooks
Shipping Service
Rates
Reports
Sales
Shipments
General
Bulk/Admin
Domestic Freight
International
LTL
Truckload
Content Templates (Document Changes)
Tai Email Assistant
Tai Marketplace
Tai Software Write Ups
Informational Articles with Video
Tai Software Application Billing
TMS Documentation
Video Library
What's New?
2024 Releases
2023 Releases
2022 Releases
2021 Releases
Accounting
Accrual Accounting
Bill Dispute Process
Invoice Redirection
Revise Bill
General
Accounting Automation
Accounts Payable Introduction
Factoring Management
GL Accounting
Receive Payment and Charge Credit Card
Truckload Advance Pay
Truckman Accounting Integration
See more
Accounting Sync
GL Report
Accounts Payable
Bulk Payment for AP
Removing Duplicate Payments
AP Dashboard
Setting Up AP Connection
Billing Variance Report
Approve Bills
Approved Bills Summary
Assign Check Numbers
Bill Payment History
Bill Search
Delete or Modify Bill Payment
EDI 210 Automation Process
Export Remittances
Pay Bills
Per Shipment Factoring Company Assignment
Unapproved Bills Summary
Accounting - Accounts Payable
Shipment Edit Pricing
See more
Accounts Receivable
Accounting - Accounts Receivable
AR Dashboard
Bulk Payment Upload
Change End Customer - After Invoice/Bill Approval
Collection Summary
Create Invoice
Creating & Applying Credit
Credit Hold Workflow
Delete or Modify Invoice Payment
Invoice Delivery
Invoice Search
Payment History
Receive Payments
Remove Invoice from Statement
Invoice Revision
Setting Up AR Connection
AR Variance List
See more
Commissions
Add Commissions for Customer Company
Approve Commissions