Accu-Rate & No Touch Billing Connie McNeill Implementation and Training Consultant

Agenda Accu-Rate Overview Features of Accu-Rate Authority & Set Up Customer Special Rates Entry Upload Rates Computerized Rate Inquiry

Agenda Purges No Touch Billing Rate Audit Print Freight Bills

Accu-Rate Overview The IES Accu-Rate module is an exciting tool for creating and managing your customer rates. In this one module, you can download your customers’ rates from an Excel Spreadsheet and fully automate your rating process by adding accessorials, setting up fuel surcharge and/or mileage overrides, establishing Hazmat rates and much more. IES Accu-Rate works alongside IES® Computerized Rating. When you rate your bills, the system will look first for rates in IES Accu-Rate. If rates aren’t found there, it looks in Computerized Rating. If the system gets the line haul rate from Computerized Rating, it will then look back at IES Accu-Rate for accessorial.

Accu-Rate

Features of Accu-Rate

Features of Accu-Rate Expire Dates ZIP Code Rating Load At / Consignee Customer Codes Accessorial Extra Line haul Charges Hazmat

Features of Accu-Rate Customer Billing Miles Stop-Off Charge Fuel Surcharge Overrides Surge Charges Rate Downloads

User Authority & Set Up

User ID and Initials

Customer Special Rates

Company Master

Order Entry

Accessorial Master

Commodity Master

Customer Special Rates

Customer Special Rates = Add

Customer Special Rates = Add

Customer Special Rates = Add

Customer Special Rates = Add

Customer Special Rates = Add

Customer Special Rates = Add

Customer Special Rates = Add

Customer Special Rates = Add

Customer Special Rates = Add

Customer Special Rates = Add

Customer Special Rates = Add

Customer Special Rates

Customer Special Rates

Customer Special Rates

Customer Special Rates

Customer Special Rates

Customer Special Rates

Customer Special Rates

Customer Special Rates

Customer Special Rates

Customer Special Rates

Customer Special Rates

Customer Special Rates

Customer Special Rates

Customer Special Rates

Tier Pricing

Surge Charges

Customer Special Rates

Customer Special Rates

Second Screen of Billing

Freight Bill Inquiry

Upload Rates

Upload Rates From Excel

Copy Rates from Excel to Special Rates

Purge

Accu-Rate Purge Choose selected customer or all by date or date range

No Touch Billing

User ID and Initials - Authority

Customer Master

Rate Audit Report

Rate Audit – Auto Bill

Safe Harbor Notice The information presented is for informational purposes only and should not be relied upon in making a purchasing decision. Trimble is under no legal obligation to deliver any future products, features or functions within any specified time frame, if at all. Release dates and content are subject to change at Trimble’s sole discretion.

Visit the TransForum Technology Hub Questions? Please use your TransForum mobile app to rate this session. Help us improve our content. Visit the TransForum Technology Hub Ryman C Exhibit Hall The TMW Resource Center is the hands-on laboratory where software experts provide you with personalized assistance for any TMW application. Staffed: Sunday – 6 PM to 9:00 PM Monday – 7 AM to 6:30 PM Tuesday – 7 AM to 6:00 PM Wednesday – 7 AM to 11:00 AM The TMW Systems booth offers personal demonstrations on any TMW software product. TransForum Sponsors & Exhibitors will share the latest technologies, products, and service offerings with you and answer TMW compatibility questions.

Connie McNeill Implementation and Training Consultant, TMW Systems T H A N K Y O U Connie McNeill Implementation and Training Consultant, TMW Systems p: 440.721.2619 e: cmcneill@tmwsystems.com M O V I N G Y O U F O R W A R D T H A N K Y O U

© 2014 by TMW Systems Inc. All rights reserved. This document may not be publicly disclosed or reproduced in any way to anyone without the express written consent of TMW Systems Inc. No copies may be made for any other reason, or to create derivative works or compilations with this documentation. No one may republish, redistribute, or include the use of this work in support of or in conjunction with any service or service offerings.