Accessing and Navigating the Billing Page

Modified on Mon, 30 Jun at 9:52 AM

Billing Page Overview

The Billing page in drayOS offers streamlined tools for managing charge sets more efficiently. Key features include advanced filtering, sorting, customizable views, and bulk action capabilities.

Click the links below for video walkthroughs of these specified topics:

How to Configure Payment Terms

How to use the Accounting Configuration Settings

How to Combine Charge Sets

Introduction to new Document Management

The new Margin feature Explained

How to enable and use Watermarks on draft documents

After logging into drayOS, navigate to Accounts Receivable.

Screenshot of: Once logged into drayOS, click "Accounts Receivable."

Next, select Billing to access the updated billing page.

Screenshot of: You will then click "Billing" to be taken to the new billing page.

On this page, updated filter cards are displayed. These correspond to the billing status of charge sets—both completed and pending—on each load. Selecting a filter card updates the table below to show the relevant charge sets available for action.

Screenshot of: You will notice some new filter cards here that align with the billing status of charge sets on a load, for completed and yet to be completed loads. By clicking these filter cards, you will see the charge sets available to action on change in the table below.

Above the data table, a built-in customer filter enhances usability by allowing quicker filtering without navigating through the full filter panel.

Screenshot of: You will also notice an enhancement to the filtering through natively built in customer filters right above the data table. This is an efficiency vs needing to go to the filter options, detailed below, to filter by customer.

A frequently requested feature—table sorting—has been introduced. Columns that display up/down arrows on hover can now be sorted directly.

Screenshot of: A highly requested function for the billing table has been sorting and you now have the ability to sort the table by any column that has the up and down arrows showing when hovering on it.

Enhanced filtering options are also available on the right side of the page, just above the loads and charge sets table.

Screenshot of: We have also enhanced the filtering options, found on the right side of the page, just above the table of loads and charge sets.

These expanded filters provide more granular control for viewing data based on specific operational needs.

Screenshot of: As you can see below, the filtering options have increased to accommodate detailed views based on your needs.

The Edit Column tool allows additional customization. Columns can be toggled on or off to create a tailored view, similar to the functionality available on the Dispatch page.

Screenshot of: Additionally, you now have the option to customize your view even further through the Edit Column tool.

Users can also create custom views, combining preferred filters and columns to quickly access targeted datasets—another feature adapted from the Dispatch page.

Screenshot of: Similar to the dispatch page, you can toggle columns on and off with this tool.

Users can also create custom views, combining preferred filters and columns to quickly access targeted datasets—another feature adapted from the Dispatch page.

Screenshot of: Also, similar to the dispatch page, you can now create custom views based on your desired filters and columns for ease of getting to certain data quickly.

Bulk functionality remains available. When multiple charge sets are selected, a bulk options menu appears at the bottom of the screen for group actions.

Screenshot of: We have also retained the bulk functionality in terms of billing, when selecting multiple charge sets.

Once multiple items are selected, a bulk options menu appears at the bottom of the screen, allowing actions to be taken at scale.

Screenshot of: Once multiple items have been selected our bulk options menu pops up at the bottom of the screen for actioning on a bulk level.