Knowledge Base
Go to Tai Software
Go to Customer Portal
Sign in
Accounting
Accounting
General
Accounts Payable
Accounts Receivable
Accounting Management
Commissions
Integrations
Customers
Customer Portal
Customer Management
LSP
Carrier Management
Content Templates
Organization Management
Special Features
Tai Marketplace
Rates
Back Office Features
General
Logged in Menu
Dashboards
Shipments
General
Bulk/Admin
Domestic Freight
International
LTL
Truckload
Drayage
Reports
Email in the TMS
Email Configuration
Email Fax History
Tai Email Assistant
Internal Knowledge Base
Security & Compliance
Company Docs
General
Insurance
Integrations
Accounting
Factoring
Load Board
Other
Payment Gateways
Rating
Tracking
Digital Freight Matching
Carrier Onboarding
Onboarding
Imports
Integration
Transition
Welcoming
Public API Documentation
Accounting
Webhooks
Shipping Service
Sales
Tai Software Write Ups
Informational Articles with Video
Tai Software Application Billing
TMS Documentation
Video Library
What's New?
2025 Releases
2024 Releases
2023 Releases
2022 Releases
2021 Releases
Back to home
Knowledge Base
Accounting
Accounting
General
Accounts Payable
Accounts Receivable
Accounting Management
Commissions
Integrations
Customers
Customer Portal
Customer Management
LSP
Carrier Management
Content Templates
Organization Management
Special Features
Tai Marketplace
Rates
Back Office Features
General
Logged in Menu
Dashboards
Shipments
General
Bulk/Admin
Domestic Freight
International
LTL
Truckload
Drayage
Reports
Email in the TMS
Email Configuration
Email Fax History
Tai Email Assistant
Internal Knowledge Base
Security & Compliance
Company Docs
General
Insurance
Integrations
Accounting
Factoring
Load Board
Other
Payment Gateways
Rating
Tracking
Digital Freight Matching
Carrier Onboarding
Onboarding
Imports
Integration
Transition
Welcoming
Public API Documentation
Accounting
Webhooks
Shipping Service
Sales
Tai Software Write Ups
Informational Articles with Video
Tai Software Application Billing
TMS Documentation
Video Library
What's New?
2025 Releases
2024 Releases
2023 Releases
2022 Releases
2021 Releases
Accounting
General
Accounting Automation
Accrual Accounting
Accounts Payable
Accounting - Accounts Payable
Accounts Payable Introduction
AP Dashboard
Approve Bills
Approved Bills Summary
Assign Check Numbers
Bill Dispute Process
Bill Payment History
Bill Payments Processing Fees
Bill Search
Billing Variance Report
Bulk Payment for AP
Delete or Modify Bill Payment
Export Remittances
Pay Bills
Per Shipment Factoring Company Assignment
Removing Duplicate Payments
Revise Bill
Setting Up AP Connection
Shipment Edit Pricing
Unapproved Bills Summary
Truckload Advance Payment
See more
Accounts Receivable
Accounting - Accounts Receivable
AR Dashboard
AR Variance List
Bulk Payment Upload
Change End Customer - After Invoice/Bill Approval
Create Invoice
Creating & Applying Credit
Credit Card Processing Fee (surcharge)
Credit Hold Workflow
Collection Summary
Delete or Modify Invoice Payment
Invoice Delivery
Invoice Redirection
Invoice Revision
Invoice Search
Payment History
Receive Payments
Receive Payment and Charge Credit Card
Remove Invoice from Statement
Setting Up AR Connection
See more
Accounting Management
Factoring Management
GL Report
Connecting to Quickbooks Online
Commissions
Add Commissions for Customer Company
Approve Commissions
Commission Search
Integrations
EDI 210 Automation Process
GL Accounting
Truckman Accounting Integration