Release Notes 9/22/2025 - 10/4/2025

🚀Enhancements

Business Rules 2.0 Updates/Progress

• Document Shape Updated
  • The data points for documents has been updated as a required step in our Invoice Rules release process within Business Rules 2.0
• Mapping Charges
  • A new charge object was created specifically for Invoice Rules to function successfully
• Connected Data Warehouse to the Rules Engine
  • We now have our Business Rules 1.0 and Business Rules 2.0 working in conjunction, so that rules can trigger in both systems for a tenant
    • This is a key component required for the business rule migration process that will take place in the coming months, since there will be a continuous period of time where rules for a tenant will live in both of the rules engines

Compress Revenova PNG Files

• The PNG file conversion process was making files far too large when we were sending them back to the TMS for tenants
• Not only was this causing issues from a storage standpoint in Revenova that was costing our tenants more money, but also the files were too large to email to customers
• We’ve made the necessary adjustments to resize the PNG files to make them smaller by ensuring no dimension (Height or Width) is bigger than 1000 pixels
  • These changes have compressed the PNG file size by about 70-85%

Docs Sync Up on Match | Do not sync 404 urls documents

• When an Invoice matches to an Order, some of the Order documents are no longer present (typically these documents are emails). This was causing an error in the document syncing process
• In any scenario moving forward where a document is no longer present in the middle of the document syncing process (specifically copying Order documents over the Invoice), the document is skipped

Invoice Received Date added on EDI Invoices

• Previously, the Invoice Received Date was only populated on Email invoices. Now the Invoice Received Date is displayed on EDI Invoices and set equal to the Created Date
• The value of adding this date is that we currently don’t calculate a Due Date for Invoice Approval. Our customers have logic in their TMS’s that calculate the Due Dates and trigger the payment export to their financial systems accordingly
• Most of our customers’ TMS don’t give them the ability to do “or” logic to pick the Received Date if present, or the Create Date if not, so having a single date field we can use for this helps our customers

Revenova - Change Lumper Receipt document mapping

• Previously, a Lumper Receipt document type was being sent to Revenova with the following format
  • ‘LumperReceipt_{LoadName}’
• This has been updated to be sent as the following moving forward; these are now grabbed by Revenova's customer invoicing workflows
  • ‘Labor-Lumper Receipt_{LoadName}’

SMC3 - Central Transport Carrier Code Storage

• In the process of subscribing to notifications from SMC3, a select number of small carriers require us to send an additional header called X-Carrier-Account-Number
• We needed a way to store these carrier account numbers and were able to do so with the following steps:
  • Utilize the “Integration Settings” property on a tenant
  • Add new values under "SMC3" to store carrier codes
  • These values are named with the carrier SCAC

PreBill - Column misalignment editing documents

• When a user was editing documents in a “Customer Billing” order, the column headers weren’t aligned with the columns being displayed (see snapshot below)
• This has since been corrected and is now displaying accurately

PreBill - Approve button Tooltip Removal

• The “Approve” button on the Pre Bill Order Detail page had a tool tip that was reading “Edit Document” when a user had their mouse on it. The tool tip was confusing and didn’t add value, as Approve is self explanatory
• This tool tip has now been removed

🐞Optimizations

MercuryGate Integration - Line Items Not Correctly Ingested

• The source XML that we use to ingest Orders from MercuryGate has several ItemGroups tags. Each of these tags contain different information from the others
• Previously, we were grabbing the one from Shipment.Packages.ItemGroups, but now we are mapping them from Shipment.ItemGroups.
  • We were able to confirm in MercuryGate that Shipment.ItemGroups was the tag that contained the expected data values

PreBill - Updating 'Email' Document Type Fails

• When a user was trying to update a missing submitted file name in the Customer Billing queue, after selecting the document file name and saving, the UI was displaying an error
• This issue has since been resolved and a user can now update/add a value for the submitted file name for each document and save without any issues

Business Rules 2.0: Invoice Without Vendor Fails

• In scenarios where the Vendor on the Invoice didn’t match the Vendor on the Order, when a user attempted to re-audit the invoice, it resulted in an error within the Business Rules 2.0 engine
• The necessary code change was made to address this error and the issue is no longer occurring

📊Reports

Margin Analysis Report - Line Level Charges now included!

• The first iteration of the Margin Analysis Report was to provide the Net Charge Total values to our tenants, so that they could understand what they EXPECTED to pay and what they ACTUALLY paid
• While this first iteration of the report added valuable insight for our tenants, there was always interest in getting this report to provide additional line level granularity. Line level charge data is now included in the report for each of the four different charge sets included (Vendor Order charges, Customer Order charges, Vendor Adjusted charges, Customer Adjusted charges)
• The Line Level charges provide an even further detailed breakdown to users on not only invoices where they paid more/less than originally expected, but what exactly caused the approved amount to be different than the charges listed on the Order (i.e. Base Rate increase, FSC difference, Accessorials, etc)

Refresh Display Updated (All Reports)

• Now displaying how many minutes/hours it’s been since the specific report was last updated for the user to easily understand how recent the data is that is being displayed
• Time zone filter has been removed to simplify the refresh view

*Currently the Dashboard, Dashboard Extract, Invoice Timeline Dashboard, and All Invoices Reports are scheduled to refresh every hour. All other reports are currently set to refresh once per day. We’re continuing to monitor the strain on memory to see how we can best optimize our reporting refreshes, ideally refreshing our reports as much as possible without experiencing service issues

Dispute Summary Report

• The Dispute Summary lives within the Dashboard Extract reporting link, and provides a view for a user to easily see all the disputes for a given vendor at once
• Our UI only enables a user to communicate on one dispute at a time. This report not only allows a user to see how many ongoing disputes there are for each vendor, but also allows them to export and send one email to a vendor to notify them about all the currently open disputes that need resolved and how much money is being held up because of the disputes
  • The export functionality from the Dispute Summary makes this process easy for the user