Training Center

Accounting

• A/P Import Card Transactions Import bank or credit card CSV transactions into Transport Pro AP, assign vendors, process expenses, and post completed card payments.
• Add & Edit Checking Accounts Add, search, and edit checking accounts in Transport Pro for settlements, cash receipts, and cash reconciliation workflows.
• AP Vendors & Vouchers Manage AP vendors in Transport Pro: create and post vouchers, print checks, and record ACH payments for trucking expenses.
• AR Aging & Reports Use AR Aging, Customer Calls, Days to Pay, and Credit Limit reports in Transport Pro to track freight balances and collections.
• Cash Receipts Record, apply, post, search, and void AR cash receipts in Transport Pro against freight invoices, credits, and factoring fees.
• Cash Reconciliation Reconcile cash accounts in Transport Pro TMS with bank adjustments, statement processing, cleared transactions, and posted statements.
• Custom Accounting Reports Build custom accounting reports in Transport Pro with GL nodes, nesting, and report settings tailored to freight financial reporting.
• GL Adjustments / Journal Entries Add and post GL journal entries in Transport Pro, including debit/credit lines, spreadsheet upload, and pending adjustment search.
• Partial Voucher Payments Split an AP voucher across multiple GL accounts in Transport Pro for partial or multi-account vendor payouts in trucking accounting.
• Set Up Chart of Accounts Set up the Transport Pro chart of accounts to organize revenue, liability, expense, asset, and equity GLs for trucking and brokerage accounting.
• View, Void & Print Checks View, void, and print settlement checks in Transport Pro, change check numbers, and use the Unvalidated Checks Report for driver pay.

Billing

• Bill a Load Bill a load in Transport Pro using the billing dashboard and queues—generate invoices and move freight bills through your AR workflow.
• Billing & Settlement Codes Set up and manage billing and settlement codes in Transport Pro for freight, detention, lumpers, and automatic payout of billed charges.
• Billing a Load Learn Transport Pro freight billing: use the billing dashboard, bill loads, bill through a factoring company, and set customer billing preferences.
• Generate a Billing Statement Generate freight customer billing statements in Transport Pro and print, email, or push them to imaging from Customer Summary or AR Aging.
• Master Billing Create, preview, generate, and re-bill master bills in Transport Pro that combine multiple freight invoices onto one customer bill.
• QuickBooks Online Connect Transport Pro to QuickBooks Online: set up products, customers, vendors, invoicing, vendor payments, settlements, and rebill sync.
• QuickBooks Online Overview See how Transport Pro's two-way QuickBooks Online sync keeps freight invoices, payments, vendor pay, and reports aligned with QBO.
• Rebill a Load Rebill a load in Transport Pro to update rates or accessorials, regenerate the customer invoice, and resend it to the customer or factor.

Broker Carriers

• Active Capacity Match available trucks to open loads in Transport Pro Active Capacity using carrier offers, current dispatches, and Exchange capacity.
• Add Broker Carriers Add and manage broker carrier profiles in Transport Pro, including status, quick pay, factoring, insurance, and billing details.
• Book Now Let carriers book available loads online with Transport Pro Book Now—from website posting through managing e-booked freight loads.
• Carrier Onboarding Onboard carriers in Transport Pro with DAT CarrierWatch or SaferWatch—pull compliance data and add qualified carriers in a few clicks.
• Carrier Qualification Set up carrier qualification standards in Transport Pro, monitor compliance, and review the Carrier Qualification Issues report for brokers.
• Carrier Quick Pay Set up carrier quick pay in Transport Pro, assign options at profile or dispatch, and process expedited settlements on time.
• Carrier Sourcing Find carriers that have run a lane before with Transport Pro Carrier Sourcing, then contact them by phone or email from the tool.
• eSignature Send electronic rate confirmations with eSignature in Transport Pro and receive signed rate confs back from carriers automatically.

Customers

• Add a Customer Add and edit freight customers in Transport Pro TMS, including credit, billing options, rendition documents, and billing deliverables.
• Customer Portal Set up the Transport Pro customer portal so shippers can view dispatched and billed loads, tracking updates, and POD documents.

Dispatch

• Cancel Load vs Cancel Dispatch Cancel a dispatch to return a load to available, or cancel a load permanently in Transport Pro freight dispatch workflows.
• Empty Movements Track and add empty movements (deadhead) in Transport Pro so your TMS captures miles between loads for accurate fleet and driver reporting.
• Freight Operations Dashboard Run day-to-day freight ops in Transport Pro: available loads, active drivers, planned and dispatched loads, and operations tools.
• Load Entry Overview Enter freight loads in Transport Pro with bill-to details, line items, express loads, stop-offs, and dispatches for operations teams.
• Load Stopoffs Add, edit, reorder, and delete load stopoffs and pickups in Transport Pro, including dispatch-only origin and destination changes.
• Message Notification System Use Transport Pro system notifications and private messaging to alert teams on load status changes, credit issues, and daily freight updates.
• Samsara Routing Document Integration Integrate Samsara with Transport Pro: send dispatch routes to the ELD app, track status updates, and index driver documents to loads.
• Split Dispatch Set up split dispatches and team drivers in Transport Pro, including drop-trailer legs and recommended flat-rate pay on freight loads.
• Transport Pro Exchange Use Transport Pro Exchange to search and post loads and empty trucks, view the load map, and work alongside DAT and Get Loaded integrations.
• Truck Order Not Used (TONU) Bill a customer for TONU in Transport Pro, update dispatch type and pay, and pass truck-order-not-used charges through to settlements.

Drivers & Equipment

• Adding Equipment Add and edit tractors and trailers in Transport Pro, then assign drivers so equipment auto-inserts at dispatch for your fleet.
• Company Driver Profiles Add and edit company driver profiles in Transport Pro, including pay rates, contact details, and search tools for your trucking fleet.
• Equipment Maintenance Module Run fleet maintenance in Transport Pro: PM schedules, warranties, repair and work orders, and maintenance reports for tractors and trailers.
• Owner Operator Profiles Add and manage owner operator profiles in Transport Pro, including payment info, linked drivers, and multi-driver fleet settlements.
• Safety Manage fleet safety in Transport Pro with driver, tractor, and trailer records, uploaded compliance documents, and safety reports.

EDI

• EDI User Guide Run EDI in Transport Pro for load tenders (204/990), status updates (214), and freight billing or re-bills (210) with trading partners.

Fuel Cards

• Fuel Cards & Pending Transactions Set up EFS/Comdata fuel cards in Transport Pro, review fuel card transactions, and process pending charges into settlements.

Getting Started

• Getting Started Get started with Transport Pro TMS: set up owner operators, equipment, system users, lookup tables, broker carriers, and checking accounts.
• Look Up Tables Set up and manage Transport Pro lookup tables so dropdowns across your TMS include tractor/trailer makes, warranties, and compliance items.

Imaging

• Imaging Upload, index, search, and manage freight documents and PODs in the Transport Pro Imaging module with Transflo and Trippak support.

Integrations

Check out all of our partners →

• DAT Integration Connect Transport Pro to DAT Connexion for load posting, CarrierWatch compliance checks, and Rate View freight pricing insights.
• ProMiles Prepare state mileage and fuel purchases in Transport Pro, then enter them into ProMiles FuelTaxOnline for IFTA fuel tax reporting.
• Transflo Mobile App Connect Transflo Mobile+ to Transport Pro: send dispatches to drivers, capture status and times, and index POD documents to loads in your TMS.
• Trucker Tools Integration Order Trucker Tools tracking from Track & Trace in Transport Pro and view automatic carrier location updates in your TMS.

Reports

• Executive Dashboard Monitor load status, revenue, margin, open loads, customers, and sales leaderboards on the Transport Pro Executive Dashboard.

Sales

• Sales Floor Module Manage sales accounts and sales floors in Transport Pro to organize freight sales teams, track accounts, and support brokerage growth.

Settlements

• Pay Drivers/Carriers via ACH Set up ACH in Transport Pro, process driver and carrier settlements for direct deposit, submit NACHA files, and search ACH payments.
• Print Settlement Checks Print driver and carrier settlement checks in Transport Pro from the Settlement Check Print Queue, then confirm or requeue prints.
• Process Settlements Process settlements in Transport Pro for broker carriers, terminals, and vendors, then review completed settlement reports for your freight network.
• Recurring Settlements Add and search recurring driver deductions, earnings, and reimbursements in Transport Pro, including companion codes for garnishments.
• Void a Settlement Void a settlement in Transport Pro and reprocess it when driver or carrier pay needs correction after a settlement was already completed.

System Users

• System Users Add Transport Pro system users, assign messaging and security groups, review activity, and clone profiles for your TMS team.

Terminals

• Add & Manage Terminals Add and manage terminals, agents, and 1099 offices in Transport Pro, set commission payouts, and enforce terminal data restrictions for users.