Accounting Integration

Roger allows Shippers to integrate their accounting systems for settlement and payment of Loads. I can click on a button and send loads from Roger to my accounting system.

This article only applies to Shippers that have integrated their accounting systems with Roger. 

Send Loads to Accounting System

1. Go to the Loads tab.
2. Use the checkboxes to select Submitted or Approved Load(s).
3. Once selected, a Post to Accounting button will show up on the top left of the screen. Note: this Button will display on the add/edit load form if load is in Submitted or Approved status.
4. Click the button to send the Loads to the accounting system.

Posting Status and Posted Date/Time

Two important columns that are related to accounting integration are the Posting Status column and the Posted Date/Time column. 

Posting Indicator column shows the status of the accounting integration. It has the following three statuses:

• Processing - the integration process hasn’t completed yet but hasn’t returned a failure status. Hovering over the icon shows Processing.
• Processed - integration process has been completed successfully without errors. Hovering over the icon shows date and time completed.
• Failed - integration process did not complete. Hovering over the icon shows Process Failed and date and time of failure.

Posted Date/Time: shows date and time the accounting integration process completed for the load.

These columns are only visible to the Shippers and Global Admins.