11.6 Approving a New Factoring Company Request from Carrier Onboarding
Approving a New Factoring Company Request from Carrier Onboarding
An EZ Loader Accounting user is setup to receive an automated e-mail when a new Carrier has completed their Carrier Onboarding webform and has requested to add their Factoring Company into your EZ Loader Factoring Companies address book.
Below you'll find a walkthrough to audit, approve, or deny a Factoring Company Request submitted by a new Carrier during the Carrier Onboarding process.
*** NOTE: Click the following link to learn more about the Carrier Onboarding webform here
1. New Factoring Company Request e-mail
This email is sent to an EZ Loader Accounting user when a Carrier cannot find their Factoring Company inside your Factoring Companies address book.
1. Before approving the Factoring Company request email to automatically have the Factoring company assigned as the Payee in the Carrier profile, you must check your Factoring Companies address book to ensure the Factoring Company is not in your Address book to prevent a duplicate entry.
2. Search for the Factoring Company within your address book to Audit, and see if the Factoring Company is listed.
- If Factoring Company is NOT listed in the Address Book, click the link at the bottom of the Factoring Company Request e-mail (see screenshot above) to automatically have the Factoring company assigned as the Payee in the Carrier profile. The process is now complete and you have Approved the Carrier's Factoring Company request.
- If Factoring Company IS listed in the Address Book, you can delete the Factoring Company Request e-mail you received and proceed to Step 3 below. You have now Denied the Carrier's Factoring Company request and will manually add the Factoring Company from your address book as the Carrier's Payee.
3. Pull up the Carrier profile > Accounting Details > Edit the Payee card
4. Click Update from Factoring Company to open your Factoring Companies address book
5. Search for the Factoring Company entry > Click Find > Select the entry
6. The Factoring Company has been added and linked to the Payee in the Carrier profile.
- NOTE: The Payee Name displays the Carrier's Name. The Factoring Company address book entry is linked as the Payable address. You have not correctly formatted the Carrier's Payee until you have linked the Factoring Company from your address book.
