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Open Trip Tracking / Map / Chat. Trip Tracking / Map / Chat Trip Tracking Map Distance in kilometers between stops. Add additional stops by clicking the + symbol. 

Click the “New” button in the toolbar. From the menu that opens, select “Trip/Expedition”. Which Trip/Expedition type should I choose? Agreement – Select this option when a subcontractor operates under your management and you are forwarding the vehicl...

1. Payment of Outgoing invoices - automated data Import from the Bank 2. Linking Incoming Bank payments with Outgoing invoices 3. Outgoing invoice payment - manual data entry 4. Tips and tricks Important! CLOUDEX TMS provides two options - automated and man...

Cloudex TMS fills in the Date sent field automatically when both of the following conditions are met: Send by email only is selected. The invoice is sent by email from Cloudex TMS. When the Date sent field contains a date, the invoice status changes aut...

To enable automatic bank statement downloads (up to 3 times per day), you need to connect your bank account with GoCardless. Please follow the steps below: In Cloudex TMS first page/dashboard you can see 1) Import for bank account need to be made Manualy ...

To register a single invoice for multiple trips at once, you can do so in one of the following ways: How to register an Invoice from the Trip Form? How to Register an Invoice from the Open Trips window? How to register an Invoice from the Trip Form? ...

1. In the Partner List, find the relevant partner. 2. Open the "Settlements" section and enter the discount.

In order to send  electronic Invoice to your client (PEPPOL, rekini.lv or other formats) Go on Partner > Invoices > Electronic invoice format in email chose: Peppol or other > Save  When you send an invoice to your client, electronic invoice (PEPPOL or oth...

When you send order for carrier in e-mail is unique link on which Carrier manager need to click in order to mark loading/delivery dates and upload CMR and Invoice. 1. Click to open the page 2. Upload CMR 3. Confirm loading 4. Upload invoice PDF file Ad...

The customer portal can be activated from the customer profile. Open Lists in the top navigation bar. Select Partners. Click All Partners. 4. Find the required partner. 5. Click the Edit icon . to open the partner profile. 6. Select the manag...

Quick cache clearing in Google Chrome: Press F12 to open Developer Tools. Right-click the Refresh icon (usually located in the upper-left area next to the address bar). Select "Empty Cache and Hard Reload". This method clears the cache only for the cur...

1) Open the “Delete” window This window appears when you try to delete a company that is used in existing records. 2) Review where the data is used In the top table, you’ll see all places where the company is linked (e.g., invoices, purchases, shipments, etc....

How to give a driver access to a trip using a link? How to display a trip in the Cloudex Drive app? How to create a Cloudex Drive password? How to give a driver access to a trip using a link? 1. Select the Required Trip Open the trip list menu. Select th...

Where can I find the Delivery via Terminal service? How to select Delivery via Terminal in the Services section? How does the Services view change after adding Delivery via Terminal? Where can I find the Delivery via Terminal service? Client Or...