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Accu-Rate & No Touch Billing

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Presentation on theme: "Accu-Rate & No Touch Billing"— Presentation transcript:

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

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

3 Agenda Purges No Touch Billing Rate Audit Print Freight Bills

4 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.

5 Accu-Rate

6 Features of Accu-Rate

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

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

9 User Authority & Set Up

10 User ID and Initials

11 Customer Special Rates

12 Company Master

13 Order Entry

14 Accessorial Master

15 Commodity Master

16 Customer Special Rates

17 Customer Special Rates = Add

18 Customer Special Rates = Add

19 Customer Special Rates = Add

20 Customer Special Rates = Add

21 Customer Special Rates = Add

22 Customer Special Rates = Add

23 Customer Special Rates = Add

24 Customer Special Rates = Add

25 Customer Special Rates = Add

26 Customer Special Rates = Add

27 Customer Special Rates = Add

28 Customer Special Rates

29 Customer Special Rates

30 Customer Special Rates

31 Customer Special Rates

32 Customer Special Rates

33 Customer Special Rates

34 Customer Special Rates

35 Customer Special Rates

36 Customer Special Rates

37 Customer Special Rates

38 Customer Special Rates

39 Customer Special Rates

40 Customer Special Rates

41 Customer Special Rates

42 Tier Pricing

43 Surge Charges

44 Customer Special Rates

45 Customer Special Rates

46 Second Screen of Billing

47 Freight Bill Inquiry

48 Upload Rates

49 Upload Rates From Excel

50 Copy Rates from Excel to Special Rates

51 Purge

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

53 No Touch Billing

54 User ID and Initials - Authority

55 Customer Master

56 Rate Audit Report

57 Rate Audit – Auto Bill

58 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.

59 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.

60 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: e: M O V I N G Y O U F O R W A R D T H A N K Y O U

61 © 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.


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