I'm a load poster: how do I enable this feature?
I'm a load poster: which option should I select?
I'm a driver/carrier: do I need to do anything?
What do the two options mean for me?
Where is this information displayed?
What is digital completion?
The 'Digital Completion' field allows load posters to better signal their invoicing preferences to drivers and carriers.
For drivers and carriers, it's a way to easily identify businesses that are actively using Finance Manager to receive and approve invoices.
I’m a load poster: how do I enable this feature?
If you’re a load poster, click on Settings > Company Profile. You'll find the 'Digital Completion' field under 'Trading Details'.
You can then choose between the two options below.
I'm a load poster: which option should I select?
| Load posters | |||
| What this means for you | Where you receive invoices | Where you approve invoices | |
| Finance Manager Invoicing Preferred | You'd prefer to receive and approve invoices via Finance Manager. However, you're willing to accommodate members who have other invoicing arrangements. | Preferably via Finance Manager or via email / post as you define. | For invoices received in Finance Manager, they are approved in Accounts Payable. Others are processed offline. |
| Finance Manager Invoicing Required | You will only accept and approve invoices through Finance Manager. All of your suppliers must submit invoices via Finance Manager. | Finance Manager only. | In Finance Manager: Accounts Payable tab. |
I'm a driver/carrier: do I need to do anything?
As a driver or carrier, you do not need to fill out the digital completion field.
What do the two options mean for me?
| Drivers and Carriers | |||
| What this means for you | Where you send invoices | Where you see approvals | |
| Finance Manager Invoicing Preferred |
This load poster would prefer to receive invoices via Finance Manager. However, if you have another invoicing system that you must use instead, you are able to send your invoice via other means [e.g email or post, as defined by the load poster]. |
Preferably via Finance Manager or to the email / postal address specified by the load poster. |
For invoices raised in Finance Manager, you'll see this in the Accounts Receivable tab. Offline invoices will not appear in Finance Manager and therefore have no status. |
| Finance Manager Invoicing Required |
This load poster only receives invoices via Finance Manager. Even if you use another invoicing system, you must submit your invoices via Finance Manager in order for them to get approved and paid. |
Finance Manager only. | In Finance Manager: Accounts Receivable tab. |
Where is this information displayed?
If a load poster has set their digital completion field, you can view their invoicing preferences in multiple locations:
Within the Exchange desktop
In the ‘Diary’ tab:
In the 'Loads' tab:
Within Accounts Receivable when you create an invoice for a completed booking:
And within the ‘job details’ tab in Accounts Receivable:
In emails [off platform]
You can also view a business's invoicing preferences in your 'load alerts' emails.
And in your booking confirmation emails, which you receive once you book a load.
Why have you introduced this?
We’ve introduced this new feature to make life easier for both load posters and carriers.
For load posters: this provides better visibility of your invoicing preferences for drivers and carriers, instead of it getting lost in the booking footer. Now drivers and carriers can see your preferences in multiple areas across the platform, helping to minimise confusion at invoicing stage.
For drivers and carriers: this gives you better visibility on how the load poster wants to receive and approve invoices. You also have a clearer view of which load posters are using Finance Manager, which is the quickest and easiest way to raise and submit your invoices.
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