# Alvys: English Help Center Guides ## Guides ### Getting Started - [Start here](https://docs.alvys.com/en/help/getting-started/start-here.md): The first-week path on Alvys: sign in, set up users and permissions, add your fleet, create a load, and know how to get help. - [Saved Views](https://docs.alvys.com/en/help/getting-started/saved-views.md): Customize, save, and share grid layouts — columns, filters, and sorting — across the Alvys pages that support Saved Views. #### Account setup - [Adding New Users & Signing In](https://docs.alvys.com/en/help/getting-started/adding-new-users-signing-in.md): Set up new Alvys user accounts, sign in, manage your profile, reset a forgotten password, and accept the required Terms of Service agreement. - [How to Set Up Multi-Factor Authentication (MFA) in Alvys](https://docs.alvys.com/en/help/getting-started/how-to-set-up-multi-factor-authentication-mfa-in-alvys.md): Enable multi-factor authentication in Alvys using an authenticator app, SMS text codes, or a FIDO2 hardware security key like a YubiKey. - [Admin setup](https://docs.alvys.com/en/help/getting-started/admin-setup.md): Set up users and roles, offices, fleets, and the permissions each person needs before anyone creates a load. #### Product Walkthroughs - [Product Walkthroughs](https://docs.alvys.com/en/help/getting-started/product-walkthrough.md): Short videos for the core Alvys workflows, each paired with a written how-to. - [Dispatch as a carrier](https://docs.alvys.com/en/help/loads-trips/dispatching-as-a-carrier.md): Cover a load with your own driver, truck, and trailer. - [Dispatch as a broker](https://docs.alvys.com/en/help/loads-trips/dispatching-as-a-broker.md): Cover a load with an outside carrier, send the rate confirmation, and track the move. - [Dispatch as a broker](https://docs.alvys.com/help/loads-trips/dispatching-as-a-broker.md): Cover a load with an outside carrier, send the rate confirmation, and track the move. - [Invoice your customer](https://docs.alvys.com/en/help/accounting-settlements/invoicing-your-customer.md): Generate and send a customer invoice by email, through a factoring integration, or via an online system or originals. - [Driver settlements](https://docs.alvys.com/en/help/accounting-settlements/driver-settlements.md): Set up pay periods and driver rates, generate statements, and resolve the questions that come up on the first settlement run. - [Safety and maintenance overview](https://docs.alvys.com/en/help/assets-fleet/safety-and-maintenance-overview.md): Where safety and maintenance records live in Alvys: the Asset Safety Report, carrier verification, and maintenance on trucks and trailers. #### Get help - [How to Contact Alvys Support](https://docs.alvys.com/en/help/getting-started/how-to-contact-alvys-support.md): Reach the Alvys Support team through in-app chat, email, phone, and check the status page for outages before you open a ticket. - [How to Clear Cache, Cookies, and Troubleshoot Common Issues](https://docs.alvys.com/en/help/getting-started/how-to-clear-cache-cookies-and-troubleshoot-common-issues.md): Learn how to clear cache, cookies, and apply other simple fixes to resolve common issues like login problems and slow performance. - [How to navigate the catalogs](https://docs.alvys.com/en/help/getting-started/how-to-navigate-the-catalogs.md): Explore the Analytics Catalog of metrics and attributes and the Visualizations catalog of saved charts to build Custom Reports dashboards fast. - [Troubleshooting PDF Display Issues in Alvys](https://docs.alvys.com/en/help/getting-started/troubleshooting-pdf-display-issues-in-alvys.md): Troubleshoot PDF display issues, including garbled text, formatting errors, and blank pages. Follow quick fixes or contact us for help. - [My Profile in Alvys](https://docs.alvys.com/en/help/getting-started/my-profile-in-alvys.md): How every Alvys user manages their personal settings — name, password, integrations, notifications, locale, and tenant access — from the My Profile page. - [Mileage Troubleshooting](https://docs.alvys.com/en/help/loads-trips/mileage-troubleshooting.md): Mileage Troubleshooting ### Assets & Fleet #### Drivers - [How to Create a Driver](https://docs.alvys.com/en/help/assets-fleet/how-to-create-a-driver.md): Add a new driver in Assets > Drivers with CDL details, employment type, fleet, and pay setup so they're ready for trip assignment, settlements, and compliance. - [Driver List](https://docs.alvys.com/en/help/assets-fleet/driver-list.md): View and filter external carrier drivers with the Employment Type column in Assets > Drivers so your fleet and partner drivers stay in one searchable list. - [How to Add and Manage Fleets in Alvys](https://docs.alvys.com/en/help/assets-fleet/how-to-add-and-manage-fleets-in-alvys.md): Create, edit, and delete fleets from Management > Fleets to group trucks by region, division, or trailer type for cleaner dispatch and reporting filters. - [How to set up Assignment Preferences for drivers](https://docs.alvys.com/en/help/assets-fleet/how-to-set-up-assignment-preferences-for-drivers.md): Pair drivers with a specific truck and dispatcher in advance so Alvys can suggest or auto-apply the right combination when loads are assigned. - [How to add Driver and Asset Events](https://docs.alvys.com/en/help/assets-fleet/how-to-add-driver-and-asset-events.md): Schedule vacation, hometime, restart, and repair events on drivers, trucks, or trailers to protect compliance and prevent surprise maintenance downtime. - [Driver Companion Mobile App](https://docs.alvys.com/en/help/assets-fleet/driver-companion-mobile-app.md): Install the Alvys Driver Companion app to log in by phone, view trips, check in at facilities, upload BOL and POD, and submit eChecks on the go. #### Trucks & Trailers - [How to add a truck in Alvys](https://docs.alvys.com/en/help/assets-fleet/how-to-add-a-truck-in-alvys.md): Add a truck record in Assets > Trucks with license, insurance, and ELD details so dispatch can assign it to drivers, trips, and fleets right away. - [How to add a trailer](https://docs.alvys.com/en/help/assets-fleet/how-to-add-a-trailer.md): Create a trailer record in Assets > Trailers by entering equipment type, size, trailer number, and subsidiary so it's ready for driver and load assignment. - [Carrier equipment: external trucks, trailers, and drivers](https://docs.alvys.com/en/help/assets-fleet/carrier-equipment-external-trucks-trailers-drivers.md): When a carrier hauls your load, the truck, trailer, and driver they enter are recorded as the carrier's external equipment, even when a number matches one of your own. - [Default Equipment](https://docs.alvys.com/en/help/assets-fleet/default-equipment.md): Pre-select a default trailer type at the subsidiary or customer level so new loads auto-fill equipment and dispatchers skip repeat data entry. - [Asset Map](https://docs.alvys.com/en/help/assets-fleet/asset-map.md): Track every truck and trailer on one live map in Assets > Map. Filter by status, toggle traffic and weather layers, and speed up dispatch decisions. #### Safety & Compliance - [Safety and maintenance overview](https://docs.alvys.com/help/assets-fleet/safety-and-maintenance-overview.md): Where safety and maintenance records live in Alvys: the Asset Safety Report, carrier verification, and maintenance on trucks and trailers. - [Safety and maintenance overview](https://docs.alvys.com/en/help/assets-fleet/safety-and-maintenance-overview.md): Where safety and maintenance records live in Alvys: the Asset Safety Report, carrier verification, and maintenance on trucks and trailers. - [How to verify a motor carrier in Alvys](https://docs.alvys.com/en/help/assets-fleet/how-to-verify-a-motor-carrier-in-alvys.md): Confirm a carrier rep is authorized by the FMCSA owner by sending a 6-digit code from the carrier packet, profile, rate confirmation, or onboarding packet. ### Loads & Trips - [Alvys Load Board](https://docs.alvys.com/en/help/loads-trips/alvys-load-board.md): Find, filter, and sort loads on the Alvys Load Board. Covers why you can't see a load (office assignment, filters), Global Search vs. Page Search, finding loads by status such as TONU, the summary bar, side panel, right-click actions, and posting to DAT. - [Public Load Tracking](https://docs.alvys.com/en/help/loads-trips/public-load-tracking.md): Enable Public Load Tracking to give customers a branded self-service page for real-time shipment status without calls or emails to dispatch. - [Managing a Load](https://docs.alvys.com/en/help/loads-trips/managing-a-load.md): Understand the Manage dropdown and action buttons on a load, including Map, Notes, Docs, and status controls that change with each stage. - [Split Trips & Rearrange Stops](https://docs.alvys.com/en/help/loads-trips/optimize-split-trips-rearrange-stops.md): Put a trip's stops in the right order, then split it into two trips at a handoff point — with the loading type, carrier, and trailer set for each leg. #### Load statuses - [Understanding Load Statuses and How to Revert Them](https://docs.alvys.com/en/help/loads-trips/understanding-load-statuses-and-how-to-revert-them.md): Understand each load status from Open through Paid and learn when and how to revert a status to keep dispatch, billing, and reporting accurate. - [How to Release a Load to Billing](https://docs.alvys.com/en/help/loads-trips/how-to-release-a-load-to-billing.md): Release a Delivered or TONU load to billing so accounting can generate invoices, one load at a time or in bulk, using the ReleaseLoads permission. - [How to Cancel Loads in Alvys](https://docs.alvys.com/en/help/loads-trips/how-to-cancel-loads-in-alvys.md): Cancel loads in Alvys by status, from Open and Covered through Dispatched, In Transit, or Delivered, with troubleshooting tips for stuck loads. - [How to mark a load as TONU](https://docs.alvys.com/en/help/loads-trips/how-to-mark-a-load-as-tonu.md): Mark a load as TONU (Truck Ordered, Not Used) to record carrier compensation for a cancelled dispatch and route the load through billing. #### Creating loads - [How to Create a Load](https://docs.alvys.com/en/help/loads-trips/how-to-create-a-load.md): Keeping track of all the info can be a daunting task. Luckily, we are here to make it easy to enter the information and keep it in one place - [How to Create a Load Using Automated Data Entry](https://docs.alvys.com/en/help/loads-trips/how-to-create-a-load-using-automated-data-entry.md): This feature is intended to shorten the time it takes to create a load in Alvys by extracting information from customer rate confirmations. - [How to clone a load](https://docs.alvys.com/en/help/loads-trips/how-to-clone-a-load.md): Clone or duplicate a load to reuse customer, stops, and shipment details on a new Open load without copying rates, carrier, or driver data. - [How to Create and Use Load Templates](https://docs.alvys.com/en/help/loads-trips/how-to-create-and-use-load-templates.md): Build and manage load templates to reuse stops, equipment, and order details for recurring lanes, with view or manage permission controls. - [How to create and add accessorials](https://docs.alvys.com/en/help/loads-trips/how-to-create-and-add-accessorials.md): Create accessorial types in Settings and add charges like detention, lumper, fuel surcharge, and TONU to a load's Money Box for accurate billing. - [Understanding Address Input](https://docs.alvys.com/en/help/loads-trips/understanding-address-input.md): Enter accurate stop and profile addresses using Google autocomplete, manual entry, Address Line 2, and coordinate-based map pinning across Alvys. - [Stop Dates and Times](https://docs.alvys.com/en/help/loads-trips/stop-dates-and-times.md): Set stop schedule types (FCFS or APPT) and record actual arrived and departed times as drivers progress through each stop on a trip. - [Stop Type: Waypoint](https://docs.alvys.com/en/help/loads-trips/stop-type-waypoint.md): Add waypoints to a trip for fuel, rest, and border crossings so mileage and routing stay accurate without creating a pickup or delivery stop. - [How time zone standardization works in Alvys](https://docs.alvys.com/en/help/loads-trips/how-time-zone-standardization-works-in-alvys.md): Alvys standardizes time zones for consistent transaction handling and display, converting UTC data to users' local time zones for clarity - [Mileage Sources and Types](https://docs.alvys.com/en/help/loads-trips/mileage-sources-and-types.md): Configure Customer and Dispatch mileage sources on a load to control invoicing, driver settlement pay, and automatic route recalculation. - [Mileage to Next Stop](https://docs.alvys.com/en/help/loads-trips/mileage-to-next-stop.md): Track real-time miles from a truck's last GPS location to the next stop on the Load Details page and Dispatch Planner v2's dedicated column. #### Modifying loads - [How to lock and unlock a load for editing](https://docs.alvys.com/en/help/loads-trips/how-to-lock-and-unlock-a-load-for-editing.md): Lock a load to prevent other users from editing it and unlock it when done, or use the UnlockLoads permission to release someone else's lock. - [How to Collapse and Expand Stops on a Load](https://docs.alvys.com/en/help/loads-trips/how-to-collapse-and-expand-stops-on-a-load.md): Collapse and expand individual stop cards on the Load Details page to hide clutter on multi-stop loads while keeping status and location visible. - [How to Switch the Customer on a Released Load](https://docs.alvys.com/en/help/loads-trips/how-to-switch-the-customer-on-a-released-load.md): Change the customer on a Released load by reverting it to Delivered, updating the customer, and re-releasing it using the ReleaseLoads permission. - [How to Add and Manage Notes on a Load](https://docs.alvys.com/en/help/loads-trips/how-to-add-and-manage-notes-on-a-load.md): Add and manage internal notes on a load from the Load Details page or Load Board, using General, Assignment, Safety, and Integration note types. - [How to Show or Hide the Carrier Name on BOLs](https://docs.alvys.com/en/help/loads-trips/how-to-show-or-hide-the-carrier-name-on-bols.md): Toggle the Remove Carrier Name option in Document Configuration to include or hide the carrier's name and phone number on generated BOLs. - [How to Upload Documents Using the Mobile App](https://docs.alvys.com/en/help/loads-trips/how-to-upload-documents-using-the-mobile-app.md): Upload trip documents from the Alvys driver mobile app by selecting a load and document type, then submitting a JPEG, PNG, or GIF file. #### Dispatch - [Dispatch as a carrier](https://docs.alvys.com/en/help/loads-trips/dispatching-as-a-carrier.md): Cover a load with your own driver, truck, and trailer. - [Dispatch as a broker](https://docs.alvys.com/en/help/loads-trips/dispatching-as-a-broker.md): Cover a load with an outside carrier, send the rate confirmation, and track the move. - [How to Dispatch a Load](https://docs.alvys.com/en/help/loads-trips/how-to-dispatch-a-load.md): Dispatch a load by assigning a driver, truck, and trailer to advance the trip to Covered status, using the standard flow or preference dialog. - [Dispatch Planner](https://docs.alvys.com/en/help/loads-trips/dispatch-planner.md): Use Dispatch Planner v2 to match unassigned trips with available drivers and assets in one live workspace, with inline edits, chat, and DAT posting. - [Dispatch Assist](https://docs.alvys.com/en/help/loads-trips/dispatch-assist.md): Use Dispatch Assist to score every eligible driver and truck against each open trip, rank network-wide assignment options, and keep the final call with the dispatcher. - [How to Assign Two Carriers to the Same Load](https://docs.alvys.com/en/help/loads-trips/how-to-assign-two-carriers-to-the-same-load.md): Split a load into separate trips to assign two carriers, each with its own rate confirmation, accessorials, and invoicing under one load record. - [How to Block Unvetted Carriers from Load Assignment](https://docs.alvys.com/en/help/loads-trips/how-to-block-unvetted-carriers-from-load-assignment.md): Choose which carrier statuses are blocked from being assigned to a load, so pending or do-not-load carriers cannot be dispatched even by mistake. - [How to Add Roles to Loads and Trips](https://docs.alvys.com/en/help/loads-trips/how-to-add-roles-to-loads-and-trips.md): Assign sales agents, service reps, load planners, and carrier sales agents to loads and trips, or preconfigure default roles on customer profiles. - [How to Set Up Auto-Assign Fleets to Loads](https://docs.alvys.com/en/help/loads-trips/how-to-set-up-auto-assign-fleets-to-loads.md): Enable auto-assign fleets so Alvys applies the correct fleet to each load based on driver, truck, or trailer, with a default for external carriers. - [Configure geofences for driver check-in/out automation](https://docs.alvys.com/en/help/loads-trips/how-to-configure-geofences-for-driver-check-in-out-automation.md): Configure per-subsidiary geofence arrival radius so the Alvys mobile app prompts drivers to check in and out automatically at each stop location. - [Load Board Region Filters](https://docs.alvys.com/en/help/loads-trips/load-board-region-filters.md): Filter and sort the Load Board by DAT origin and destination regions and markets to plan freight by geographic boundaries without external tools. - [Previous Location and Empty Miles on the Load Details Page](https://docs.alvys.com/en/help/loads-trips/previous-trip-and-last-location-on-the-load-details-page.md): Understand how Alvys sets Previous Location and empty miles on a load, where to find them on the Load Details Page, and how to correct them manually. - [Contracted Rates](https://docs.alvys.com/en/help/loads-trips/contracted-rates.md): Set up contracted rates (contracted lanes) on customer profiles so Alvys automatically applies negotiated lane pricing to matching loads. - [Rate Analytics](https://docs.alvys.com/en/help/loads-trips/rate-analytics.md): Use Rate Analytics (beta) to compare your historical customer and carrier lane rates with market benchmarks when quoting or pricing loads. - [How to Use Bulk Actions in Dispatch Planner](https://docs.alvys.com/en/help/loads-trips/how-to-use-bulk-actions-in-dispatch-planner.md): Apply operations to multiple trips at once in Dispatch Planner — bulk assign, dispatch, unassign, change dispatcher, and set priority across any selection of trips. - [How to Use Intel](https://docs.alvys.com/en/help/loads-trips/how-to-use-intel.md): Intel gives real-time risk and event intelligence tied directly to your trips and lanes — so you see disruptions before they cost you time or money. ##### Dispatch Planner columns - [Dispatch Planner column reference](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns.md): Every column in the Dispatch Planner v2 Trips and Drivers/Assets tables: what each one shows, whether it is on by default, and a link to its full definition. ###### Trips table - [Trip Number column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/trip-number.md): What the Trip Number column in Dispatch Planner v2 shows, where its link takes you, and how to find a trip by its number. - [Load Number column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/load-number.md): What the Load Number column in Dispatch Planner v2 shows and how to use it to see which trips are legs of the same load. - [Order Number column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/order-number.md): What the Order Number column in Dispatch Planner v2 shows and how to find a trip by the order number on its load. - [PO Number column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/po-number.md): What the PO Number column in Dispatch Planner v2 shows and how to find a trip by the PO number on its load. - [Status column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/status.md): What the trip Status column in Dispatch Planner v2 shows, which trip statuses appear in the Trips table, and why a trip can show a status you did not expect. - [Priority column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/priority.md): What the Priority column in Dispatch Planner v2 shows, how row colors follow priority, and how to set or remove a load's priority from the grid. - [Customer column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/customer.md): What the Customer column in Dispatch Planner v2 shows and how to find the trips for one customer. - [Subsidiary column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/subsidiary.md): What the Subsidiary column in the Dispatch Planner v2 Trips table shows, how to filter trips by subsidiary, and why some subsidiaries in the filter return no trips. - [Created column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/created.md): What the Created column in Dispatch Planner v2 shows, which time zone it uses, and how its date filter decides which day a trip was created on. - [Suggestions column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/suggestions.md): What the Suggestions count in the Dispatch Planner v2 Trips table means, why a trip shows a dash, and how to filter trips with or without Dispatch Assist suggestions. - [Reference columns (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/reference-columns.md): How your load and trip custom references become columns in the Dispatch Planner v2 Trips table, and how to sort, filter, and edit them from the grid. - [Origin Location column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/origin-location.md): What the Origin Location column in Dispatch Planner v2 shows, which stop it reads, and how to filter trips by city, state, or distance from a place. - [Origin State column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/origin-state.md): What the Origin State column in Dispatch Planner v2 shows and how to filter trips to one or more starting states or provinces. - [Origin Name column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/origin-name.md): What the Origin Name column in Dispatch Planner v2 shows: the company at the stop where each trip starts, usually the shipper. - [Origin Loading Type column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/origin-loading-type.md): What the Origin Loading Type column in Dispatch Planner v2 shows, what each loading type means, and why the filter does not find every trip. - [Origin Date & Time column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/origin-date-and-time.md): What the Origin Date & Time column in Dispatch Planner v2 shows, how one time is picked from an appointment or an FCFS window, and which time zone it is in. - [Pickup Window Begin (FCFS) column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/pickup-window-begin-fcfs.md): What the Pickup Window Begin (FCFS) column in Dispatch Planner v2 shows: when a first-come, first-served window opens at the trip's first stop. - [Pickup Window End (FCFS) column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/pickup-window-end-fcfs.md): What the Pickup Window End (FCFS) column in Dispatch Planner v2 shows: when a first-come, first-served window closes at the trip's first stop. - [Origin Market column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/origin-market.md): What the Origin Market column in Dispatch Planner v2 shows, how the DAT market of a trip's first pickup is assigned, and why it can be blank or list two markets. - [Origin Region column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/origin-region.md): What the Origin Region column in Dispatch Planner v2 shows, how the DAT region of a trip's first pickup is assigned, and why it can be blank or list two regions. - [Destination Location column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/destination-location.md): What the Destination Location column in Dispatch Planner v2 shows, which stop it reads, and how to filter trips by city, state, or distance from a place. - [Destination State column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/destination-state.md): What the Destination State column in Dispatch Planner v2 shows and how to filter trips to one or more ending states or provinces. - [Destination Name column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/destination-name.md): What the Destination Name column in Dispatch Planner v2 shows: the company at the stop where each trip ends, usually the receiver. - [Destination Loading Type column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/destination-loading-type.md): What the Destination Loading Type column in Dispatch Planner v2 shows, what each loading type means, and why the filter does not find every trip. - [Destination Date & Time column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/destination-date-and-time.md): What the Destination Date & Time column in Dispatch Planner v2 shows, how one time is picked from an appointment or an FCFS window, and which time zone it is in. - [Delivery Window Begin (FCFS) column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/delivery-window-begin-fcfs.md): What the Delivery Window Begin (FCFS) column in Dispatch Planner v2 shows: when a first-come, first-served window opens at the trip's last stop. - [Delivery Window End (FCFS) column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/delivery-window-end-fcfs.md): What the Delivery Window End (FCFS) column in Dispatch Planner v2 shows: when a first-come, first-served window closes at the trip's last stop. - [Destination Market column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/destination-market.md): What the Destination Market column in Dispatch Planner v2 shows, how the DAT market of a trip's last delivery is assigned, and why it can be blank or list two markets. - [Destination Region column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/destination-region.md): What the Destination Region column in Dispatch Planner v2 shows, how the DAT region of a trip's last delivery is assigned, and why it can be blank or list two regions. - [Equipment Type column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/equipment-type.md): What the Equipment Type column in Dispatch Planner v2 shows, how to filter trips by equipment, and why a trip can drop out of the list when you select a driver. - [Commodity column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/commodity.md): What the Commodity column in Dispatch Planner v2 shows, where the value comes from on the load, and why it can be blank. - [Load Weight column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/load-weight.md): What the Load Weight column in Dispatch Planner v2 shows, which unit it uses, why filtering uses pounds, and why a load can show a dash. - [Required Temperature column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/required-temperature.md): What the Required Temperature column in Dispatch Planner v2 shows, how a range is displayed, and why the column can show a dash on a temperature-controlled trip. - [Actual Temperature column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/actual-temperature.md): What the Actual Temperature column in Dispatch Planner v2 shows, where the reading comes from, what the warning icon means, and how to filter trips by temperature status. - [Number of Stops column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/number-of-stops.md): What the Number of Stops column in Dispatch Planner v2 counts, and why the number can be lower than the stops you see on the load. - [Appointments column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/appointments.md): What the Appointments column in Dispatch Planner v2 shows, what each badge color means, and how to find trips whose stops still need a confirmed appointment. - [Total Miles column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/total-miles.md): What the Total Miles column in Dispatch Planner v2 shows, how it relates to the loaded and empty dispatch mileage columns, and why it does not include deadhead. - [Loaded Dispatch Mileage column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/loaded-dispatch-mileage.md): What the Loaded Dispatch Mileage column in Dispatch Planner v2 shows, how it relates to Total Miles, and why the two can differ. - [Empty Dispatch Mileage column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/empty-dispatch-mileage.md): What the Empty Dispatch Mileage column in Dispatch Planner v2 shows, where the deadhead distance is measured from, and why an open trip usually shows 0 mi. - [Distance From Origin column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/distance-from-origin.md): What the Distance From Origin column in Dispatch Planner v2 measures, how to pick the place it measures from, and why it only appears while a distance filter is set. - [Distance From Destination column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/distance-from-destination.md): What the Distance From Destination column in Dispatch Planner v2 measures, how to pick the place it measures from, and why it only appears while a distance filter is set. - [Trip Value column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/trip-value.md): What the Trip Value column in Dispatch Planner v2 shows: the dollar value of each trip, worked out from the load's rate, and why a trip can show $0.00. - [Carrier Line Haul column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/carrier-line-haul.md): What the Carrier Line Haul column in Dispatch Planner v2 shows, who can see it, and why it can be lower than what the carrier is paid in total. - [Rate Per Mile column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/rate-per-mile.md): How the Rate Per Mile column in Dispatch Planner v2 divides a trip's value by its loaded and empty miles, who can see it, and why it can be blank. - [Posted Rate column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/posted-rate.md): What the Posted Rate column in Dispatch Planner v2 shows, how it handles a trip posted to more than one load board, and which accounts see it. - [Driver(s) column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/drivers.md): What the Driver(s) column in the Dispatch Planner v2 Trips table shows, how team drivers appear, and how sorting and filtering by driver work. - [Truck column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/truck.md): What the Truck column in the Dispatch Planner v2 Trips table shows, what the Ext badge means, and how truck numbers sort and filter. - [Trailer column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/trailer.md): What the Trailer column in the Dispatch Planner v2 Trips table shows, how a carrier's external trailer is marked, and how trailer numbers sort and filter. - [Fleet column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/fleet.md): What the Fleet column in the Dispatch Planner v2 Trips table shows, how to change a load's fleet from the grid, and how it differs from the Truck, Driver, and Trailer Fleet columns. - [Truck Fleet column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/truck-fleet.md): What the Truck Fleet column in the Dispatch Planner v2 Trips table shows, and how it differs from the load's own Fleet column. - [Driver Fleet column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/driver-fleet.md): What the Driver Fleet column in the Dispatch Planner v2 Trips table shows, which driver it reads on a team, and how it differs from the load's own Fleet column. - [Trailer Fleet column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/trailer-fleet.md): What the Trailer Fleet column in the Dispatch Planner v2 Trips table shows, and how it differs from the load's own Fleet column. - [Dispatched On Behalf Of column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/dispatched-on-behalf-of.md): What the Dispatched On Behalf Of column in Dispatch Planner v2 shows, how the dispatcher is chosen when you assign a trip, and how to change it from the grid. - [Dispatched By column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/dispatched-by.md): What the Dispatched By column in Dispatch Planner v2 records, why it fills in when a trip is assigned rather than dispatched, and why it can be blank. - [Dispatched Date column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/dispatched-date.md): What the Dispatched Date column in Dispatch Planner v2 records, which changes reset it, and why a dispatched trip can still show a dash. - [Carrier Sales Agent column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/carrier-sales-agent.md): What the Carrier Sales Agent column in Dispatch Planner v2 shows, where the name comes from, and why a trip can show a dash. - [Load Planner column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/load-planner.md): What the Load Planner column in Dispatch Planner v2 shows, why every trip on a load shows the same name, and how to find trips with no load planner. - [Tracking Status column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/tracking-status.md): What the Tracking Status column in Dispatch Planner v2 shows, what each badge color means, and how to find trips whose tracking needs attention. - [Last Ping column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/last-ping.md): What the Last Ping column in the Dispatch Planner v2 Trips table shows, which of the trip's assets the position comes from, and how to filter trips by where they last reported. - [ETA to Next Stop column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/eta-to-next-stop.md): What the ETA to Next Stop column in the Dispatch Planner v2 Trips table shows, how the driving time is worked out, and why it can be blank or out of date. - [Miles to Next Stop column (Trips table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/trips/miles-to-next-stop.md): What the Miles to Next Stop column in the Dispatch Planner v2 Trips table shows, how the distance is worked out, and why it can be blank or out of date. ###### Drivers/Assets table - [Driver(s) column (Drivers/Assets table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/drivers/drivers.md): What the Driver(s) column in the Dispatch Planner v2 Drivers/Assets table shows, how a two-driver team appears as Driver 1 and Driver 2, and how to find a driver with the filter. - [Status column (Drivers/Assets table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/drivers/status.md): What the driver Status column in Dispatch Planner v2 shows, how Open, Covered, Dispatched, and Unavailable are decided, and why a driver can show a status you did not expect. - [Suggestions column (Drivers/Assets table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/drivers/suggestions.md): What the Suggestions column in the Dispatch Planner v2 Drivers/Assets table counts, who sees it, and how to find the drivers Dispatch Assist has open trips for. - [Compliance column (Drivers/Assets table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/drivers/compliance.md): What the Compliance column in the Dispatch Planner v2 Drivers/Assets table shows for external drivers, what each status and badge color means, and why a team shows the status it does. - [Employee ID(s) column (Drivers/Assets table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/drivers/employee-ids.md): What the Employee ID(s) column in the Dispatch Planner v2 Drivers/Assets table shows for a driver or team, and why sorting and filtering only use Driver 1's ID. - [Driver 1 / Driver 2 Endorsements column (Drivers/Assets table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/drivers/endorsements.md): What the Driver 1 / Driver 2 Endorsements column in the Dispatch Planner v2 Drivers/Assets table shows, what each letter means, and how the endorsement filter matches a team. - [Qualification column (Drivers/Assets table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/drivers/qualification.md): What the Qualification column in the Dispatch Planner v2 Drivers/Assets table checks, why a driver shows Disqualified, and why the value does not change with the trip you select. - [Contractor Type column (Drivers/Assets table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/drivers/contractor-type.md): What the Contractor Type column in Dispatch Planner v2 shows, which values it can hold, and where a driver's contractor type is set. - [Subsidiary column (Drivers/Assets table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/drivers/subsidiary.md): What the Subsidiary column in Dispatch Planner v2 shows, where the driver's subsidiary is set, and why selecting a trip filters drivers by subsidiary. - [Dispatcher column (Drivers/Assets table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/drivers/dispatcher.md): What the Dispatcher column in the Dispatch Planner v2 Drivers/Assets table shows, where the dispatcher comes from, and how it affects the dispatcher on a trip you assign. - [Driver Fleet column (Drivers/Assets table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/drivers/driver-fleet.md): What the Driver Fleet column in Dispatch Planner v2 shows, where the driver's fleet is set, and how it differs from the Truck Fleet column. - [Equipment Types column (Drivers/Assets table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/drivers/equipment-types.md): What the Equipment Types column in the Dispatch Planner v2 Drivers/Assets table shows, where the values come from, and how the filter matches drivers to a trip's equipment. - [Posted column (Drivers/Assets table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/drivers/posted.md): What the Posted column in the Dispatch Planner v2 Drivers/Assets table shows about trucks posted to the DAT load board, and how to filter for posted or unposted trucks. - [Driver Notes column (Drivers/Assets table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/drivers/driver-notes.md): What the Driver Notes column in the Dispatch Planner v2 Drivers/Assets table shows, how typing in the cell adds a note to Driver 1, and where to see all of a driver's notes. - [Reference columns (Drivers/Assets table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/drivers/reference-columns.md): How driver custom references appear as columns in the Dispatch Planner v2 Drivers/Assets table, how to add them, and how sorting, filtering, and team values work. - [Available at column (Drivers/Assets table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/drivers/available-at.md): What the Available at column in Dispatch Planner v2 shows, how the planner works out when a driver is free from their trips and driver events, and what a dash means. - [Available for column (Drivers/Assets table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/drivers/available-for.md): What the Available for column in Dispatch Planner v2 shows, how long a driver's free time is measured, and why the value shrinks or shows a dash. - [Available in column (Drivers/Assets table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/drivers/available-in.md): What the Available in column in Dispatch Planner v2 shows, where the location comes from, and why it can differ from where the driver is right now. - [Available In State column (Drivers/Assets table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/drivers/available-in-state.md): What the Available In State column in Dispatch Planner v2 shows and how to filter drivers by the state or province where they become free. - [Next planned at column (Drivers/Assets table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/drivers/next-planned-at.md): What the Next planned at column in Dispatch Planner v2 shows, when a driver's next trip or driver event starts, and why the column can be blank. - [Next planned in column (Drivers/Assets table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/drivers/next-planned-in.md): What the Next planned in column in Dispatch Planner v2 shows, where a driver's next trip or driver event begins, and why the column can be blank. - [Next planned event column (Drivers/Assets table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/drivers/next-planned-event.md): What the Next planned event column in Dispatch Planner v2 shows, what each value means, and why a driver can show a dash. - [Available column (Drivers/Assets table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/drivers/available.md): What the earlier Available column in Dispatch Planner v2 shows, how its date is taken from the driver's last trip or driver event, and how it differs from Available at. - [Final Stop column (Drivers/Assets table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/drivers/final-stop.md): What the earlier Final Stop column in Dispatch Planner v2 shows, where the location comes from, and how it differs from Available in. - [Distance To Final column (Drivers/Assets table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/drivers/distance-to-final.md): What the Distance To Final column in Dispatch Planner v2 shows, how to set the place it measures from, and why it appears and disappears on its own. - [Drive Time column (Drivers/Assets table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/drivers/drive-time.md): What the Drive Time column in the Dispatch Planner v2 Drivers/Assets table shows, where the hours-of-service value comes from, and why the cell can be blank. - [Duty Time column (Drivers/Assets table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/drivers/duty-time.md): What the Duty Time column in the Dispatch Planner v2 Drivers/Assets table shows, where the hours-of-service value comes from, and why the cell can be blank. - [Cycle Time column (Drivers/Assets table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/drivers/cycle-time.md): What the Cycle Time column in the Dispatch Planner v2 Drivers/Assets table shows, where the hours-of-service value comes from, and why the cell can be blank. - [Truck ID column (Drivers/Assets table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/drivers/truck-id.md): What the Truck ID column in Dispatch Planner v2 shows, where the truck comes from, and why it can differ from the truck on a driver's trip. - [Truck Status column (Drivers/Assets table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/drivers/truck-status.md): What the Truck Status column in Dispatch Planner v2 shows, what each badge color means, and where the truck's status is set. - [Truck Maintenance Status column (Drivers/Assets table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/drivers/truck-maintenance-status.md): What the Truck Maintenance Status column in Dispatch Planner v2 shows, which maintenance status wins when a truck has several, and why the column can be blank. - [Truck Fleet column (Drivers/Assets table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/drivers/truck-fleet.md): What the Truck Fleet column in Dispatch Planner v2 shows, which truck the fleet belongs to, and how it differs from the Driver Fleet column. - [Trailer column (Drivers/Assets table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/drivers/trailer.md): What the Trailer column in Dispatch Planner v2 shows, which of the driver's trips the trailer comes from, and why it can differ from the trailer the driver is pulling now. - [Trailer Status column (Drivers/Assets table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/drivers/trailer-status.md): What the Trailer Status column in Dispatch Planner v2 shows, what each badge color means, and which trailer the status belongs to. - [Trailer Maintenance Status column (Drivers/Assets table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/drivers/trailer-maintenance-status.md): What the Trailer Maintenance Status column in Dispatch Planner v2 shows, which maintenance status wins when a trailer has several, and why the column can be blank. - [Last Ping column (Drivers/Assets table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/drivers/last-ping.md): What the Last Ping column in Dispatch Planner v2 shows, which driver, truck, or trailer the position comes from, and why the column can be blank. - [Distance To Current column (Drivers/Assets table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/drivers/distance-to-current.md): What the Distance To Current column in Dispatch Planner v2 shows, how to set the place it measures from, and why it appears and disappears on its own. - [ETA to Next Stop column (Drivers/Assets table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/drivers/eta-to-next-stop.md): What the ETA to Next Stop column in Dispatch Planner v2 shows for a driver, where the estimate comes from, and why it can be blank or out of date. - [Miles to Next Stop column (Drivers/Assets table)](https://docs.alvys.com/en/help/loads-trips/dispatch-planner-columns/drivers/miles-to-next-stop.md): What the Miles to Next Stop column in Dispatch Planner v2 shows for a driver, where the mileage comes from, and why it can be blank or out of date. #### Tenders - [Tenders](https://docs.alvys.com/en/help/loads-trips/tenders.md): Manage new, change, and cancellation tenders on the Alvys Tenders Board, accepting or rejecting via EDI and reviewing load changes in one screen. - [How to Send the Rate Confirmation to a Carrier](https://docs.alvys.com/en/help/loads-trips/how-to-send-the-rate-confirmation-to-a-carrier.md): Send carrier rate confirmations from the Tender panel for e-signature, auto-assign driver details, and share preliminary rate cons before finalizing. - [Tender Documents - Customer Rate Confirmation V1](https://docs.alvys.com/en/help/loads-trips/tender-documents-customer-rate-confirmation-v1.md): Generate Customer Rate Confirmations from the redesigned Tender modal so brokers and carriers can capture signed load details and reduce disputes. #### Troubleshooting - [Error when recording arrival or departure time on a stop](https://docs.alvys.com/en/help/loads-trips/error-when-recording-arrival-or-departure-time-on-a-stop.md): Resolve stop time validation errors when arrival or departure won't save, including "arrival must be before departure" and future-time blocks. - [Override Authorization Error When Assigning a Carrier](https://docs.alvys.com/en/help/loads-trips/override-authorization-error-when-assigning-a-carrier.md): Learn why an error appears when assigning a carrier and how to resolve it by certifying the carrier in RMIS or using an admin override - [Owner Operators cannot be assigned to a trip](https://docs.alvys.com/en/help/loads-trips/owner-operators-cannot-be-assigned-to-a-trip.md): Fix the "2 Owner Operators cannot be assigned to a trip" error caused when a truck is already linked to a different OOP during driver assignment. - [Loads stay under company driver after status change](https://docs.alvys.com/en/help/loads-trips/loads-stay-under-company-driver-after-a-driver-s-status-changes-to-owner-operator.md): Fix loads that stay under the wrong Pay Drivers tab after a company driver becomes an owner operator (or vice versa) by reassigning the driver. ### Accounting & Settlements - [Carrier Settlements](https://docs.alvys.com/en/help/accounting-settlements/carrier-settlements.md): Approve carrier payable items, generate carrier settlement statements, email statements to carriers, and sync carrier pay to QuickBooks or NetSuite. - [Pay Dispatchers](https://docs.alvys.com/en/help/accounting-settlements/pay-dispatchers.md): Run dispatcher commission statements in the Pay Dispatchers module: assign dispatchers to trips, set the global statement and cutoff dates, and process pay. - [Managing and Troubleshooting IFTA Reporting in Alvys](https://docs.alvys.com/en/help/accounting-settlements/managing-and-troubleshooting-ifta-reporting-in-alvys.md): This guide provides step-by-step instructions for generating reports, resolving common issues, and managing truck assignments and fuel transactions. #### Invoicing - [Invoice your customer](https://docs.alvys.com/en/help/accounting-settlements/invoicing-your-customer.md): Generate and send a customer invoice by email, through a factoring integration, or via an online system or originals. - [Batch Invoicing](https://docs.alvys.com/en/help/accounting-settlements/batch-invoicing.md): Move loads through the five invoice statuses in the Alvys batch invoicing queue, release loads to billing in bulk, and track billing progress. - [Invoicing Settings](https://docs.alvys.com/en/help/accounting-settlements/invoicing-settings.md): Configure how Alvys generates and delivers invoices with delivery methods, document requirements, invoice type, AutoMerge, and customer overrides. - [Supplemental Invoicing](https://docs.alvys.com/en/help/accounting-settlements/supplemental-invoicing.md): Bill charge changes after the original invoice with supplemental invoices, including setup, numbering, settings precedence, and accounting sync. - [Fuel Surcharge Contracts](https://docs.alvys.com/en/help/accounting-settlements/fuel-surcharge-contracts.md): Set up per-customer fuel surcharge contracts with flat, distance, or percentage matrices, link them to lane rates, and let Alvys apply the surcharge automatically. - [How to use Summary Invoicing](https://docs.alvys.com/en/help/accounting-settlements/how-to-use-summary-invoicing.md): Consolidate multiple released loads into one grouped customer invoice with Alvys Summary Invoicing, using Amendment mode and per-customer setup. - [Billing Status Definitions](https://docs.alvys.com/en/help/accounting-settlements/billing-status-definitions.md): Understand every Alvys load billing status from Released to Paid, learn the invoicing lifecycle, and filter loads by billing stage to spot bottlenecks. - [Custom Payment Terms for Customers](https://docs.alvys.com/en/help/accounting-settlements/custom-payment-terms-for-customers.md): Set any payment term from 0 to 365 days on a customer instead of choosing from the preset dropdown, and understand the change to Net 0 behavior. - [How to Request Detention Payment by Email](https://docs.alvys.com/en/help/accounting-settlements/how-to-request-detention-payment-by-email.md): Send a customer detention payment request email straight from a load stop in Alvys, using pre-filled stop details and your configured billing contacts. - [How to Handle Short Payments and Write Off Bad Debt](https://docs.alvys.com/en/help/accounting-settlements/how-to-handle-short-payments-and-write-off-bad-debt.md): Handle customer short payments and bad debt write-offs in Alvys by deleting the payment, adding a negative accessorial, and regenerating the invoice. - [Customer Credit Limits Explained](https://docs.alvys.com/en/help/accounting-settlements/customer-credit-limits-explained.md): Set a credit limit on a customer and see their outstanding balance against it on the customer profile and Load Details Page. #### Driver settlements - [Driver settlements](https://docs.alvys.com/en/help/accounting-settlements/driver-settlements.md): Set up pay periods and driver rates, generate statements, and resolve the questions that come up on the first settlement run. - [Driver Rates, Rules & Plans: The Complete Guide](https://docs.alvys.com/en/help/accounting-settlements/driver-rates-rules-plans-the-complete-guidex.md): Reference for Alvys driver rate types, rate policies, rules, and driver rate plans, with the calculation logic used when trips deliver on statements. - [Linehaul Rate Types](https://docs.alvys.com/en/help/accounting-settlements/linehaul-rate-types.md): Compare Alvys linehaul rate types Flat, Distance, Weight, and Volume, and choose the right load Money Box rate to calculate customer freight charges. - [Time Based Pay in Driver Settlements](https://docs.alvys.com/en/help/accounting-settlements/time-based-pay-in-driver-settlements.md): Pay drivers by hours worked or by day in driver settlements, combine time based pay with mileage and per diem rate types, and surface the Hours Worked column. - [Pay drivers by ELD miles](https://docs.alvys.com/en/help/accounting-settlements/pay-drivers-by-eld-miles.md): Pay drivers on the miles their truck's odometer actually recorded instead of dispatch miles, using the ELD Empty, Loaded, and Total Mileage rate types. - [Driver Settlements FAQ](https://docs.alvys.com/en/help/accounting-settlements/driver-settlements-faq.md): Answers to common driver settlements questions from the Alvys webinar, covering pay periods, rates, deductions, statement generation, and reversals. - [Paystub Layout Templates](https://docs.alvys.com/en/help/accounting-settlements/paystub-layout-templates.md): Preview and switch the active Alvys paystub layout template used for driver, owner operator, and truck statements from your Company Profile settings. - [How to Generate Truck Statements for Owner Operators](https://docs.alvys.com/en/help/accounting-settlements/how-to-generate-truck-statements-for-owner-operators.md): Generate per-truck statements for owner operator drivers in Alvys to review consolidated truck earnings and deductions before finalizing driver paystubs. - [About Pay Periods](https://docs.alvys.com/en/help/accounting-settlements/about-pay-periods.md): How to manage pay periods for driver settlements. - [Off-cycle driver pay periods](https://docs.alvys.com/en/help/accounting-settlements/off-cycle-driver-pay-periods.md): Generate a driver statement outside your normal pay period schedule to cover late paperwork or old trips that need a specific pay period date. - [Driver statements](https://docs.alvys.com/en/help/accounting-settlements/driver-statements.md): How to customize driver statements and settlements, including whether trip value appears on the statement - [Rebalancing driver statements](https://docs.alvys.com/en/help/accounting-settlements/rebalancing-driver-statements.md): How to ensure drivers avoid receiving a negative statement amount. #### Deductions, advances & escrow - [How to Issue and Manage E-Checks in Alvys](https://docs.alvys.com/en/help/accounting-settlements/how-to-issue-and-manage-e-checks-in-alvys.md): Issue e-checks to drivers from a load, set per-driver or per-user e-check limits, and search Comdata and EFS check transactions in Alvys Accounting. - [How to Move an E-Check to a Different Load](https://docs.alvys.com/en/help/accounting-settlements/how-to-move-an-e-check-to-a-different-load.md): Reassign an unpaid e-check (comchek or money code) from one load to another in Alvys, moving accessorials and creating an audit log on both loads. - [How to Set Up Balance-Based Deductions](https://docs.alvys.com/en/help/accounting-settlements/how-to-set-up-balance-based-deductions.md): Configure balance-based recurring driver deductions in Alvys for loans, trailer rent, or equipment, using a starting balance that stops at zero. - [Escrow Accounts](https://docs.alvys.com/en/help/accounting-settlements/escrow-accounts.md): Set up driver escrow accounts in Alvys to reserve earnings for insurance, tolls, plates, and maintenance using scheduled or one-time deductions. - [Split Fuel Transactions](https://docs.alvys.com/en/help/accounting-settlements/split-fuel-transactions.md): Break down a single fuel card transaction into diesel, cash advance, grocery, and maintenance line items on the Alvys Fuel Report for cleaner accounting. - [Bulk Deleting and Restoring Transactions in the Fuel Report](https://docs.alvys.com/en/help/accounting-settlements/bulk-deleting-and-restoring-transactions-in-the-fuel-report.md): Select multiple fuel transactions at once in the Fuel Report to delete or restore them in a few clicks instead of processing each row individually. #### Troubleshooting - [Why you can't release or invoice a load in Alvys](https://docs.alvys.com/en/help/accounting-settlements/why-can-t-i-release-or-invoice-a-load-in-alvys-and-how-can-i-resolve-it.md): In Alvys, issues with releasing or invoicing a load can arise due to missing information, incorrect settings, or document-related requirements. - [Invoicing settings not reflected on the load](https://docs.alvys.com/en/help/accounting-settlements/i-changed-the-invoicing-settings-but-it-s-not-reflected-on-the-load.md): Troubleshoot why updated Alvys invoicing settings do not appear on a load, and learn how company defaults and customer overrides apply to invoices. - [Email/ Submit Invoice fails:](https://docs.alvys.com/en/help/accounting-settlements/email-submit-invoice-fails.md): Fix the invoice email error "Unexpected character encountered while parsing value" caused by PDFs over the 10 MB limit by compressing and resending. ### Insights - [Alvys Insights - Getting Started](https://docs.alvys.com/en/help/insights/alvys-insights-getting-started.md): Find Alvys Intelligence in your TMS, understand what Insights can answer, and check the View Insights permission before you ask your first question. - [How to Use Alvys Insights](https://docs.alvys.com/en/help/insights/how-to-use-alvys-insights.md): Ask operational and financial questions in plain English, read and validate the answers Insights returns, and troubleshoot masked fields or missing data. ### Users & Permissions - [User Roles & Permissions Collection](https://docs.alvys.com/en/help/administration/user-roles-permissions-collection.md): Index of every Alvys user roles and permissions article, with a recommended order for setting up team access and auditing permission categories. - [Overview of User Permissions](https://docs.alvys.com/en/help/administration/overview-of-user-permissions.md): Reference list of every Alvys user permission, grouped by category, with plain-language notes on what each access right, role toggle, or privilege controls. - [User Permissions Glossary](https://docs.alvys.com/en/help/administration/user-permissions-glossary.md): A-to-Z glossary of every Alvys user permission with a plain-language definition of what each access right controls, ideal for setup and access audits. - [User Roles in Alvys](https://docs.alvys.com/en/help/administration/user-roles-in-alvys.md): Explains the eleven built-in Alvys user roles, their hierarchy, default permissions, and how role assignment differs from customizing individual user access. - [How to Add and Manage Users in Alvys](https://docs.alvys.com/en/help/administration/how-to-add-and-manage-users-in-alvys.md): Step-by-step guide to add, edit, deactivate, and reset passwords for Alvys user accounts, plus assigning roles and permissions during setup. - [Customer Account Manager Role on Loads](https://docs.alvys.com/en/help/administration/customer-account-manager-role-on-loads.md): Assign the Customer Account Manager role on loads and customer profiles to auto-populate account owners, improve payroll tracking, and clarify accountability. #### Permissions by category - [General Permissions](https://docs.alvys.com/en/help/administration/general-permissions.md): Enable the five General permissions covering DAT and Truckstop load boards, past-date stops, unlocking loads, and viewing maintenance dollar amounts. - [Dispatch Permissions](https://docs.alvys.com/en/help/administration/dispatch-permissions.md): Configure Dispatch permissions that let users assign carriers, override stop statuses or load weights, release loads to billing, and bypass restrictions. - [Additional Load Permissions](https://docs.alvys.com/en/help/administration/additional-load-permissions.md): Configure the four extra load permissions that control Load Template access and Load Rate History visibility for Alvys rates and tenant pricing data. - [Rates Permissions](https://docs.alvys.com/en/help/administration/rates-permissions.md): Set the nine Rates permissions that gate viewing and editing of customer rates, carrier rates, trip values, accessorials, and driver pay on every load. - [Contracted Lanes Permissions](https://docs.alvys.com/en/help/administration/contracted-lanes-permissions.md): Manage the four Contracted Lanes permissions that govern viewing, creating, deleting, and auto-applying negotiated customer lane rate agreements on new loads. - [Tendering Permissions](https://docs.alvys.com/en/help/administration/tendering-permissions.md): Grant the two Tendering permissions that govern EDI 204 and 990 tender board access, accepting or rejecting shipper tenders, and sharing EDI data externally. - [Billing Permissions](https://docs.alvys.com/en/help/administration/billing-permissions.md): Assign the fifteen Billing permissions that gate invoicing, driver settlements, paystubs, pay plans, factoring, and financial report access in Alvys. - [E-Check Permissions](https://docs.alvys.com/en/help/administration/e-check-permissions.md): Control who can issue, cancel, move, or modify e-checks (comchecks) on loads in Alvys with the five per-user E-Check permission toggles. - [Report Permissions](https://docs.alvys.com/en/help/administration/report-permissions.md): Configure the Summary and Detailed Financial Report toggles in Alvys Report permissions to control which users can access sensitive financial reporting. - [Customer Management Permissions](https://docs.alvys.com/en/help/administration/customer-management-permissions.md): Control who can create, edit, activate, or delete Customer and Broker/3PL records in Alvys with the four Customer Management user permissions. - [Company Management Permissions](https://docs.alvys.com/en/help/administration/company-management-permissions.md): Grant the four Company Management permissions that let users create, edit, activate, or delete shippers, warehouses, factoring, and other non-customer records. - [Management & Privacy Permissions](https://docs.alvys.com/en/help/administration/management-privacy-permissions.md): Assign the 16 Management and 4 Privacy permissions that gate user setup, carrier and asset control, webhooks, Tax ID, SSN, PII, and ACH banking access. - [Marketplace Permissions](https://docs.alvys.com/en/help/administration/marketplace-permissions.md): Grant Marketplace permissions that let users search, book, bid on, and post loads through the Alvys, DAT, Uber Freight, or Truckstop integrated load boards. - [App Permissions](https://docs.alvys.com/en/help/administration/app-permissions.md): Set the nine mobile App permissions that decide what drivers and carriers see in the Alvys app, from load pay and documents to on-the-road edits. ### Administration - [How to Set Up Offices in Alvys](https://docs.alvys.com/en/help/administration/how-to-set-up-offices-in-alvys.md): Create offices in Alvys to group users, loads, and customers, set commission rates, and configure office-to-office load data sharing between subsidiaries. - [How to Set Up Custom References in Alvys](https://docs.alvys.com/en/help/administration/how-to-set-up-custom-references-in-alvys.md): Define custom-named reference fields on loads, trips, stops, drivers, customers, locations, and other records so your team can capture and search the identifiers your customers use. - [How to Add a Custom Domain to Alvys](https://docs.alvys.com/en/help/administration/how-to-add-a-custom-domain-to-alvys.md): Send Alvys email from your own company domain by adding the domain, creating CNAME records at your registrar, and validating it in Management > Email. - [How to add a USDOT# to a Subsidiary](https://docs.alvys.com/en/help/administration/how-to-add-a-usdot-to-a-subsidiary.md): Add or update the USDOT number on a subsidiary in the Company Profile, use FMCSA pre-fill, and resolve a USDOT# that is already in use. - [How to Manage Your Alvys Subscription](https://docs.alvys.com/en/help/administration/how-to-manage-your-alvys-subscription.md): Review your Alvys subscription plan, view invoices and payment history, update your Stripe payment method, and manage billing from the Billing page. - [How to Switch to ACH Payments for Alvys Billing](https://docs.alvys.com/en/help/administration/how-to-switch-to-ach-payments-for-alvys-billing.md): Move your Alvys subscription from card to ACH bank transfer in the Stripe portal to avoid the card processing fee, and fix failed bank verification. - [How to map accessorials for EDI](https://docs.alvys.com/en/help/administration/how-to-map-accessorials-for-edi.md): Map accessorial charges to partner trading codes and vendor descriptions so EDI files send correct detention, fuel surcharge, and add-on fees to shippers.