Accounting Integration

 Shippers

Apps: Web 

App Version: 3.4

 

Overview

  • How to Send Loads to Accounting System.
  • The Processing Indicator and Processed Time columns.

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

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  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.

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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.

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