Adding A Factoring Company to Your Address Book

Overview

Adding records into your accounts "Factoring Companies Address Book" allows you to quickly copy contact information from your address book into the Payee details of a Carriers profile.

Additionally Carriers will be able to search your address book when entering their Payee information into the "Carrier Onboarding Webform" during the onboarding process.

Click Here for Video on Approving a New Factoring Company Request from Carrier Onboarding

Click Here for Article on Approving a New Factoring Company Request from Carrier Onboarding

Adding Entries into Address Book

Note: Only Admin and Accounting users have access to add entries into your accounts Address Book

1) Selecting your Initials in the top right corner > Settings > Factoring Companies

2) Select + "Add a New Factoring Company" > Fill in the applicable information > Select Save

Note: Selecting the blue "Search" button when no search criteria is entered will display all records in your address book

3) Fill the new Factoring Company's information in the modal > Select Save

Adding A Factoring Company to the Carrier

Adding a factoring company to a carrier only takes a few steps:

1) Navigate to the Carrier Pro