Integrations - Denim Payments
Denim is a factoring partner of EZ Loader TMS and we are proud to offer a seamless integration between our systems.
If you are not currently a Denim Customer and would like to learn more Click Here
***Please Note: Denim was previously known as Axle Factoring. Some of the training materials still reference Axle Factoring***
Click below to view a step-by-step tutorial to activate, configure, and begin utilizing your Denim Integration.
Denim - Integration Setup
Step 1: If you have not already done so, contact EZ Loader support at support@ezloadertms.com to notify our Support Team that you are a Denim customer. (We will have to adjust some of your account settings on our end)
Step 2: Log into your Denim account.
Step 3: Obtain your API Key by navigating to "My Account" then scroll to the bottom and click "Generate API Key" as shown below:
Step 4.1: Go to SETTINGS > INTEGRATIONS
Step 4.2: Scroll to the "API Portal Integrations" section and click the + button to add the integration
Step 4.3: Click the Dropdown and Choose "Axle Factoring" (Now known as Denim) then plug in your API Key, select save to activate your Denim Integration
Denim - Customer Profile Setup
For customers that you want to factor with Denim, you will need to make some adjustments to their Customer profile.
Step 1: Navigate to their customer profile that you wish to factor > Billing Card > Select both the "Send to Axle Factoring" and "Factor this Customer" checkboxes
Step 2: You will need to adjust the "Invoice Doc Types" for the customer being factored with Denim. The "Invoice Doc Types" setting adjusts which documents get included in the "Customer Invoice PDF Packet" which is ultimately sent over to Axle.
Navigate to the Accounting section of the customer profile > Invoice Settings and Requirements > select all of the following Doc Types:
- Carrier POD
- BOL
- Customer Rate Confirmation
*Note: Behind the scenes, EZ Loader will automatically compile and send to Denim a second "invoice packet" with the appropriate Carrier documents such as the Carrier Invoice and Carrier Rate Confirmation.
Step 3: Additionally, you will need to select the following three checkboxes within the Invoice Settings and Requirements window:
Denim - Submitting invoices to Denim
***PLEASE NOTE: This section assumes you have already received "Customer Credit Approval" from Denim for the particular customer you are planning to factor with Denim from EZ Loader.
***Please Note: A customer Invoice date, carrier received date and carrier due date must already be input into the accounting section of the load profile.
Once a load is in the Invoicing stage (i.e. The load is in "Received" status and can be found in the "Invoicing page" located on the left toolbar) an invoice batch must be created by selecting the paper airplane Icon next to "Customer Invoices Manual"
Once an "invoice batch" has been created, select the "cloud" icon to submit the "Customer Invoice PDF packet" to Denim. This Icon is visible under the "Customer Invoices created" section as seen below
When the "Cloud Icon" is selected, the "Status" Column will change from "Invoice Created" to "Waiting to Process". During this time, EZ Loader will run some background processes and automatically send the invoice packet to Denim once completed. To check if the background processes are complete, you can refresh the page by selecting the "refresh" Icon located at the top of your screen.
Once the background processes are complete, the "Customer Invoice PDF packet" will automatically be transmitted to Denim and moved from the "Customer Invoices Created" section into the "Invoices Batches Sent" section immediately below.
Additionally, once the "Customer Invoice PDF packet is sent to Denim, A "Customer receipt" and "Carrier payment" will automatically be applied to the load. You can view this in the load profile > Accounting > Checks
As you begin utilizing the integration, we recommend visiting your Denim account to confirm the invoice correctly sync'd into your Denim account.