Introducing: Flexibile & Intuitive Carrier Billing

Learn all about the updated Carrier payables module - what's changed, and how it might impact your Accounts Payable processes on Rose Rocket

There’s some exciting changes to our Carrier Bills module coming next week, on September 20.

Here's what you need to know:

1. Navigation Bar & Module Names
2. Lists View
3. Items & Bills (No More Consolidated Bills)
4. Bill Details View
5. Create A Bill Without A Manifest
6. Upload Multiple Invoices At A Time
7. Step-By-Step Guides

Navigation Bar & Module Names

Following the update, the first thing you'll notice is that the names and placement of the accounts payable modules on the side navigation menu have changed:

 

Details:

• The Invoices & Bills section is now named Accounting
• The Invoices module has been added under a new Receivables section
• Instead of separate modules for Carrier Bills, Commission Bills, and Commission Items, the new Payables has been broken out by vendor type (Carriers, Drivers, and Salespeople)

Beyond the menu changes, Drivers, Fuel Purchases, and Receivables will remain the same.

However, Carriers will have some added functionality.

Lists View

Looking into the new Carriers module, you’ll notice that the list view has been updated to have a similar look and feel as other modules in the app.


Before:

After:

Details:

• Instead of showing all manifests on the list, only outstanding manifests (those not yet added to a bill) will show
• Bill statuses have changed slightly:
  • Before: Bill In Review, Bill Sent, Bill Approved, Bill Paid, Completed
  • After: In Review, Approved, Partial, Paid, Archived

You'll also notice two new tabs at the top of the List View: Items, and Bills.

Items & Bills Tabs

Where before you could only add one manifest to a bill, with these new changes you'll be able to add as many manifests to a bill as you want - removing the need for "consolidated bills".

Before:

After:

This unlocks a number of bill management benefits, like the ability to:

• Combine multiple manifests into one bill
• Remove or reassign manifests if they don’t need to be paid on a particular bill
• Easily review and group items on a bill, since you can see accessorial, fuel charges, etc all in one spot
• Fewer Bill IDs to manage*

*Note for QuickBooks users: If you currently use Manifest IDs when mapping to QBO, some fields may be impacted. Please click here to learn more.

 

Bill Details View

Clicking into the Bill Details view, there are a few updates designed to simplify your accounting processes:

Before:

After:


Details:

• Helpful fields from the manifest, like Shipper, Consignee, Start/End dates, and Reference # will now be visible at the top of each bill item
• On bills with multiple manifests, you'll be able edit line items for each of them from this page, instead of clicking through to each individual manifest
  
  

There are also a couple new features that will add flexibility to your carrier billing.

Create A Bill Without A Manifest

Before, the bills you created were limited to what was included on the manifest. But what about the additional charges that may occur outside of a manifest, like trailer rental, warehousing fees, and detention fees?

With this update, you’ll be able to:

1. Create a bill, unassociated with a manifest, at any time
2. Reassign it to any existing manifests for a complete carrier bill

Upload Multiple Invoices At A Time

Before, when a vendor sent you an invoice with multiple manifests, you had to upload each one individually and attach it to the right manifest

Following the update, you can simply upload all relevant docs to one bill, all at the same time.

Step-By-Step Guides

Given these improvements, we know there may be some changes to common Accounts Payable tasks you perform on Rose Rocket.

To see exactly how to complete them in following these updates, we've prepared step-by-step guides for you here:

• How to create a carrier bill for a partner carrier
• How to approve, save, and send a carrier bill
• How to add a new bill items to an existing carrier bill