New Company Setup Documentation Aljex offers a number of online resources for your convenience. Please contact support with any questions about our online training. Automated Rate Confirmation (ARC) Scanning and Uploading Documents Setting up a Customer for E-Billing Voiding/Releasing Multiple Shipments LTL/Logistics API Accessorial Codes Multiple Spot Loads & Multiple Repeat Loads Sertifi eSignatures Integrated into Aljex Software Setting Up and Paying Drivers (Weekly Driver Pay Program) Setting Up Sales Reps and Commissions Entering a New Shipment in Trucking Creating an Accessorial Charge A Detailed Overview of the Invoice File and Transportation Summary Adding a New Customer to the Customer File Adding/Editing Equipment Types for Shipments Adding or Searching for a Zip Code Burst Info, Loads, and Requests to Carriers Bursting to Carriers for Insurance Information Carrier Advances Administration Editing Equipment Types for Shipments Great Sales & Customer Service Telemarketing/CRM Feature Helpful Forms and Functions in the Customer File from Accounting How to add an Invoice with Carrier Charges How to Process a Carrier’s Pay How to Receive Payments from your Customers How to Setup Special Commissions Manually Creating a Purchase Journal New Web Version of the Employee/Users File Printing 1099’s/using 1099 Pro Processing a Credit or Debit for a Posted Invoice Reviewing Hooks, Notes on Checks, and Billing Discrepancies/Short Pays Sending a Balance Due Statement to your Customer Setup a Sales Rep/Agent and their Default Commission Structure Setting up a Customer for E-billing Setting up a New Accessorial Charge Setting up Deductions for Carrier Pay View Most Recent New Features and Guides Home Page Highlighting End User Documentation – (9/17/2019) Quickbooks Integration Guide (09/03/2020) My Carrier Packets Integration Guide (06/29/2018) New ARC Process and Flow for Carriers! (3/20/2018) Add Carrier with My Carrier Packets (3/16/2018) Minimum Line Haul Charge Over Ride – (3/15/2018) Factor Portal V2 – (3/01/2018) Vision Accessorial Menu (2/28/2018) Vision Factor File (2/28/2018) Vision Quick Pay Menu – (2/28/2018) FSMA Guide – (9/26/2017) Auto Rate Confirmation (ARC) – (10/19/17) SaferWatch Guide – (9/15/2017) Set Required Fields – (8/15/2017) Acts Payable Guide – (7/15/2017) Inbound Doc Portal Notes Tab – (6/15/2017) Getting Started – New User Guides & Documentation:
Vision Brokerage Trainings:
Training Documentation:
Vision Trucking Trainings:
LTL/Logisitics Trainings:
Classic Training:
Latest New Features & Announcements:
User Guides:
Aljex Support:
Training Videos & Documentation
