July 2026 added customer credit visibility where dispatchers already work, rebuilt Load Templates and User Management, gave you a way to stop unvetted carriers being assigned to loads, and shipped a large batch of requested settlement and dispatch features.
Overview
July’s changes cluster around control and visibility. You can now see a customer’s credit exposure on the load you are working, stop an unvetted carrier being assigned at all, and manage users from a page of their own. Load Templates was rebuilt with saved views and a smoother path from template to loads, and more than twenty requested features landed in settlements, dispatch, and integrations.Carriers & Compliance (July 1)
Block unvetted carriers from being assigned to loads
Documenting a carrier or adding a carrier quote records that carrier as pending — captured, but not onboarded. Previously, assigning a pending carrier only raised a warning you could click past. You can now turn that warning into a hard block. A new company setting lets an admin choose exactly which carrier statuses are blocked from being assigned to a load. You can pick any combination of Pending, Do Not Load, Expired Insurance, Interested, Invited, and Packet Sent. Once configured, carriers in those statuses cannot be assigned — there is no override, so a rate confirmation cannot accidentally go to the wrong carrier. Worth knowing:- It is off until your admin turns it on and chooses the blocked statuses, so nothing changes for you by default.
- Live loads are not disrupted. If a carrier’s status changes after they are already assigned and moving — insurance lapsing mid-transit, for example — dispatchers can still edit that load and will see a warning rather than being locked out, so tracking and updates keep flowing. Reassigning does require picking a carrier in an allowed status.
- The block applies when assigning or changing a carrier on a load, and during bulk import.
Users & Profiles (July 8)
A dedicated Users page, and admin-assisted MFA reset
User management has moved out of Company Profile onto its own Settings → Users page, rebuilt on the same modern grid used elsewhere in Alvys. The list is searchable and sortable, filters by subsidiary, and lets you set a user’s reporting role inline. Adding and editing users keeps everything you had before — identity details, the role and permission grid, multi-tenant access, e-check limits, avatar, subsidiary emails, and deleting a user. One capability is genuinely new: a Partner Admin can now reset a user’s multi-factor authentication from the Edit User screen. That clears the user’s enrolled authenticators so they enrol again at their next sign-in — useful when someone has lost the device holding their authenticator app. A Partner Admin cannot reset another Partner Admin, and those requests still go to Support. My Profile has moved to the same new stack, with personal details, integrations, subsidiary emails, favourites and quick actions, notification and email preferences, locale, tenant switching, and self-service password change all unchanged. This is available to every account at no extra cost, and rolls out progressively — if you still see the older screens, they are the same pages and your access is unaffected. Learn more: How to Add and Manage Users in Alvys · My Profile in AlvysCustomers & Credit (July 10)
See a customer’s credit limit and outstanding balance where you work
You can now record an optional credit limit on a customer and see their outstanding balance at the moment it matters. The credit limit field and a balance visualisation sit in the credit section of the customer profile, and the same visualisation appears — read-only — directly under the customer name on the Load Details page, so a dispatcher sees credit standing without navigating away. The outstanding balance reflects real exposure rather than only what has been billed: overdue unpaid invoices, plus the current revenue on open, in-transit, and delivered loads that have not been invoiced yet. It recalculates as things change, and once a load is invoiced it is tracked through that invoice instead, so nothing is counted twice. Worth knowing:- This release is visibility only. Alvys does not block, warn, or require approval based on the limit, and there are no notifications when a customer approaches or passes it.
- A credit limit is optional. Without one you still see the outstanding balance as a standalone figure — you just do not get the progress bar and percentage. A limit of $0 is treated as unconfigured — Alvys shows the standalone balance with no bar until you enter a positive dollar amount.
- Who can view credit information and who can change it are controlled by permissions your admin assigns — see the article below.
- Credit Limit and Outstanding Balance are also available as fields in Custom Reporting, so you can look at credit standing across your whole customer base.
Accounting Integrations (July 13)
Control how carriers are matched in Business Central
If two carriers share a name but have different MC numbers, a bill could post under the wrong vendor. A new Match vendors by name checkbox on the Business Central integration settings puts that under your control. It is on by default, matching carriers by MC number and then by name exactly as before, so nothing changes unless you turn it off. Switch it off and Alvys matches by MC number only — when there is no MC-number match it creates a new vendor rather than guessing by name, which keeps same-named carriers distinct. One caution: if you are a carrier subsidiary that exports driver statements, leave this setting on. Drivers do not have MC numbers and are matched by name, so turning it off can stop Alvys finding the right driver in Business Central. The setting exists only on the Business Central integration. Learn more: Business Central: Connect & configureLoads & Templates (July 14)
Load Templates, rebuilt
The Load Templates page has been rebuilt and is now the only version — the older page is retired. It ships to every account at no extra cost. What this includes:- Saved views. Save, name, and recall a filtered and sorted arrangement of the grid, the same way you do on other Alvys grids.
- A cleaner default layout. Columns start as Alert/Issue indicator, Customer, Template Name, Lane, Contract, and Equipment, with more available from the column management sidebar.
- Editing inside the load creation flow. Opening a template for editing now uses the full load creation experience instead of a cramped modal, so you can see and change more.
- “Create load & make template.” Build a load and save it as a reusable template in one step.
- Bulk creation from a template. Say how many loads you want and set their dates, and you land on the load board filtered to the loads you just created.
You Asked, We Listened — Requested Features (July 28)
Driver pay & settlements- Organise statements by driver name for cleaner payroll.
- Broker, customer, and order numbers now appear on driver pay stubs and statements, so drivers can match pay to the right load.
- Trailer and container numbers show on driver pay statements — helpful for drayage and drop-and-hook work.
- TONU loads show “TONU” in the description with a clear origin and destination, and reflect origin-to-origin with zero loaded miles.
- Per Day and Per Diem Per Day items roll up into a single line item instead of one per day.
- New escrow account types on driver profiles: business escrow, performance bond, and lease depreciation.
- Tolls appear in the approved items panel on owner-operator statements.
- A new statement template editor, so you can configure and preview your statement layout side by side.
- Carrier Settlements is hidden for single-subsidiary carriers, keeping navigation clean.
- Carrier invoice upload prompts for an invoice number per document and shows which document you are working on.
- Push a driver or carrier bill even when the accounting sync step was skipped, without reverting to draft.
- Dispatch Planner rows show the full first-come-first-served pickup and delivery window without opening the trip.
- Set the Drivers view as your default in Dispatch Planner.
- Add, edit, or clear the dispatcher directly on trips from the planner.
- Filter Available In by several states at once for regional planning.
- Stop notes save inline as you edit, with no extra pop-up.
- A load’s Office or Department carries onto the NetSuite vendor bill for carrier settlements, so costs can be segmented by office.
- Pepsi EDI tenders map the Order # to the PO # field.
- A new per-customer control chooses which load reference is sent to tracking providers as the “BOL” match key.
Platform Fixes (July)
Fixes from across the month, grouped by where you will notice them. Billing & settlements- Select All on driver statements selects every statement shown when emailing, and sharing a statement sends only the pay period you selected.
- Recipient details fill in properly when sharing: the truck statement share modal pre-fills the owner-operator and statement details, and the driver email populates in the To field even for owners who do not drive.
- Adding or removing a driver rate no longer makes the other rate disappear until you refresh, you can edit or exclude a second rate after a partial payment, and you can remove excluded settlement rates even when an item shows as partially paid.
- A per-load rate added in the money box stays put when a contractor is assigned, and Daily Pay and Daily Per Diem rates survive adding or removing a driver from a rate plan.
- Items excluded from a settlement no longer show on the driver statement, and duplicate deductions no longer appear on their own.
- Recurring truck and trailer deductions apply consistently on every settlement.
- Mileage tiers in rate plans populate as correct, non-overlapping ranges; mileage-based pay shows the right miles rather than $0; and edited load miles flow through to driver pay automatically.
- Fuel now credits and deducts correctly on settlements.
- Statements generate reliably instead of failing on an external accounting sync error or an unexpected fuel transaction, and reverting a statement works rather than sticking in Queued.
- Loads in a draft statement are locked from driver-pay edits, preventing accidental changes.
- A load marked paid in the driver money box shows as paid in carrier details.
- Owner-operator truck settlements no longer show greyed-out Open and Drafts tabs, and the Settle with Owner Operator button works again.
- Driver profile rates display correctly, you can adjust an owner’s rate plan to their current rate, and YTD totals on the Driver Profile reflect the correct gross pay.
- Search in Driver Settlements returns the right results, drivers appear in the Open tab as expected, and statement reports attribute pay to the correct driver or owner-operator.
- Driver profiles and paystubs open and download without an error, including in the mobile app.
- Removing a driver from a load that carries an accessorial works.
- Settlement approval no longer gets stuck when you close the approved-items sidebar, Unapprove all items processes as a single action, and empty states and rate-plan editing screens display cleanly.
- Statement totals no longer include trip value from accessorial-only loads or loads already paid in an earlier period.
- TONU loads show the correct delivery date and no longer apply per-extra-stop charges to driver pay.
- External drivers no longer appear selectable in the Custom pay period list, and pay period filters list in date order.
- Escrow running balances stay accurate while you scroll transaction history.
- The Paylocity export includes all deduction codes and totals line haul and per diem by driver.
- Statement emails send from the correct no-reply sender rather than a user’s name.
- Carrier settlements accept a second payment of the same amount, can be resynced when a sync sticks, show uploaded files without a hard refresh, and the Carrier Payments view now shows paid date, check number, and payment method. Factoring loads sent to TAFS process and batch correctly.
- Factoring uploads no longer stick after a large batch fails, and invoices sent to Triumph over SFTP connect reliably.
- The money box is visible again for the biller role.
- Internal notes no longer appear on customer invoices, and load notes on the Released/Invoicing screen sort newest first.
- Invoice generation no longer throws a concurrency error, works when a carrier invoice is attached to the trip, and completes without unexpected errors.
- A Bill of Lading is no longer required to invoice TONU loads.
- Trips no longer flip from Invoiced back to Released when an accounting sync hits an error.
- Bank and asset account pickers are separate, so NetSuite and Business Central bank accounts appear in account mappings, and QuickBooks Online bank accounts appear when configuring customer payment export.
- The correct Pay To is pushed from Alvys into Business Central, and the sync no longer creates duplicate factoring companies.
- Customer payments applied in NetSuite flow back into Alvys, loads that fail to reach NetSuite surface in the Error Transaction report, and customer invoices export correctly even when a company name exists as both a customer and a carrier.
- Sage: driver statements stay in sync, bills no longer stick in an error state after manual invoice changes, carrier invoice sync problems surface in the error transaction list instead of failing silently, vendor creation works when a contact of the same name exists, class dimension mappings display after a rename, and fuel and toll exports map truck, class, and related dimensions.
- Carrier settlement Remit-To details sync to QuickBooks, and the QuickBooks link in onboarding opens the right page.
- The system prevents creating a duplicate fuel card with the same name and provider.
- Triumph trip-sync is more reliable, so trip updates are no longer occasionally dropped.
- You can bulk dispatch trips directly to a driver in the Dispatch Planner without hitting an error.
- You can resize and minimise columns on the Load Board and other tables.
- Dispatch Planner no longer shows a stale Available in location after a driver is removed, and the Available In and Available At columns filter and sort correctly, including by date.
- Load templates behave properly: you can create a load from a template with a pickup date in the past, edit the stop type on an existing template and on stops you add, see reefer temperature fields, and pick from only active location profiles.
- Saving a note on a load no longer throws an “Access Denied” error or closes the load.
- Adding and saving a new contact from the load page saves reliably.
- Rate confirmation handling is more accurate: uploads read the correct year on tender dates, extraction captures the pickup company name and PO reference, and uploads during load creation fail far less often.
- Cloned loads carry over their charges, so customer revenue is preserved.
- You can create companies that share a name but have different addresses.
- Trailer equipment type is retained after a load is split, actions on split trips no longer bounce you back to the main load, and carrier rates on split loads can be edited in the interface.
- Deleted loads no longer linger on the load board.
- The driver list keeps your sort and filter selections when you preview a load.
- Stop notes copied from a company come through as clean text, copy correctly when you change a stop’s company, clone a load, or use a template, and long internal notes are fully viewable.
- Customer contracts pull in consistently on EDI loads, and a rare tender-conflict issue that could leave a duplicate tender on the board is resolved.
- Arrival and departure validation and provider-form submission errors are fixed.
- Contracted lanes display consistently on the board and within the lane.
- Documents upload to Open loads again, and long PO numbers no longer overlap the side panel.
- Creating a location no longer requires selecting an Office, and Operations reports respect office-based visibility.
- Stop instructions on a load are editable again.
- Switching a driver between internal and external updates correctly, and tanker endorsements are recognised so qualified drivers are no longer blocked from assignment.
- Carrier rate confirmations generate and send without errors.
- The cancel-subscription button appears only for accounts eligible to use it.
- Carrier details sync from FMCSA when you search by MC or DOT number.
- The carrier setup packet works properly when carriers fill it out on a phone.
- Carriers with expired insurance can no longer be assigned by users without override permission, and insurance expiration dates sync correctly from Highway so valid carriers are not wrongly flagged.
- Saving an RMIS carrier-compliance integration completes successfully.
- Driver chat campaign registrations now submit the required privacy policy and terms links, resolving several rejected campaigns.
- EDI status updates that had stopped flowing for certain connections are restored, and the Auto-Updates option is back on attached EDI loads.
- EDI tenders no longer add an equipment type or trailer length the partner did not send.
- Tender accessorials map to load references even when qualifiers repeat, and 210 invoices include the street-address segment.
- Trucker Tools tracking dates no longer revert to a prior year, FourKites matches on the correct order number, and Home Depot EDI invoices process correctly.
- The public load tracking page returns load details for valid orders.
- Relay and handoff stops are no longer shared with customers over visibility feeds, so customers see only the stops that concern them.
- The Samsara Proof of Delivery field can now be mapped.
- DAT improvements across the board: loads post reliably, authentication failures are resolved, saved credentials persist after a refresh, and posting to previously failing destinations works.
- The Asset Map reflects current trip assignments instead of old ones, and truck locations update correctly from Verizon Connect.
- Saved filters on Truck, Driver, and Trailer list views persist when you switch pages, view changes on Assignment Preferences save, and truck and trailer reference dates display on the correct day.
- Fuel card cash advances export to Paylocity as ADV rather than FUEL, transactions map to the correct truck and card, Love’s fuel uses the correct discount per unit, and EFS eCheck and fuel login connects reliably.
- Fuel and toll report exports include only the columns you selected, totals calculate automatically, CSV import issues are fixed, and the fuel report returns accurate results when filtering by transaction date range.
- The Fuel module shows the correct subsidiary, non-admin users can reach fuel import again, and Partner Admins can delete fuel transactions.
- Cancelled loads are excluded from report exports and revenue totals, and custom reporting dashboard totals no longer undercount.
- Partner Admins can see invoiced loads in the Custom Loads Report.
- Gross margin displays even when the value is $0, the Detailed Financial Report shows correct fuel totals, and the Financial Report calculates trip margin correctly for loads with driver accessorials.
- The Aging Report’s invoicing-method filter works again, and the aging invoices report no longer includes loads already paid in full.
- The Statement List Report displays truck numbers.
- The custom report builder no longer shows duplicate Load ID and Trip ID fields, empty cells show a dash instead of a literal “(empty value)”, the Late Trips view offers proper date-range options, and the Load Status filter clears its search text after you pick a status.
- Safety accident records save correctly when you set Date Reported or Date Completed, and deleting a safety report updates the screen immediately.
- Customer phone numbers entered with a leading “1” keep all their digits.
- Contacts with a missing identifier can be deleted, and Admins can edit the Company Number field on customer profiles.
- Partner Admins can access customer profiles, and the user details page no longer crashes when a user’s tenant record is missing permissions.
- A permission or role change no longer forces an unexpected sign-out, and a denied response during an active session refreshes your session instead of logging you out.
- Customer, Location, and Other records open in a new tab again, and company-grid filters persist after a refresh.
- Broker and customer credit checks return accurate statuses instead of showing everything as declined.