v1.0.0

Invoice Management (Pilot)

Sep 04^th, 2023                                                                                                        Version 1.0.0

Features Delivered

The current status of the project includes the successful completion of the Pilot phase for Invoice Management. This phase encompasses a solution designed for managing owner operators in the Winnipeg, MB region. Within this solution, owner operators can input the necessary data into the DL Asset Track platform, which is used to generate invoices based on factors such as:

• Number of stops
• Number of daily parcels
• Number of kms
• Fuel Rate
• Warehouse work, etc.

User Management      

The invoice management process includes 6 user groups:

1. Owner Operator can create, update, and send the Invoice form through DL Asset Track Platform. Additionally, Owner Operator has the privilege to access and review invoice details for daily transactions, encompassing present, upcoming, and past records. Owner Operator can delegate access to create and submit invoices to other Owner Operators and/or Relief Drivers within the same location.
   
   
2. Supervisor has the authority to modify, approve, or decline invoices submitted by the Owner Operator. For dispute resolving, Supervisor take the role of Internal Auditor to modify invoice details.
   
   
3. Manager can review, approve, decline, and add remarks on invoices submitted by the Owner Operator. The manager can assign approval privileges to other managers within the same region specifically.
   
   
4. Area OPS Manager can't modify invoice details; however, they can review, authorize, decline, and include remarks on existing invoices. A single manager is designated for the Winnipeg location.
   
   
5. Payroll has comprehensive access (review, comment, download) to all invoices submitted by Owner Operators from all regions of Canada. Payroll can review and raise disputes to modify data points in invoices.
   
   
6. Relief Driver is seasonal use designated to assist Owner Operator in daily operations. Relief Driver can generate, modify, and forward invoices to the Owner Operator. 
   
   

User Access Delegation:

The Invoice Management solution includes a feature known as, Access Delegation feature within the DL Asset Track Platform. This feature empowers Owner Operators/ Managers to grant permission to another Owner Operator/Relief Driver/Manager to create/submit/approve invoices on their behalf for pre-defined period time. This feature is especially valuable in situations where a user may require assistance during their absence or when collaboration with others is needed, while ensuring the original user retains control over the extent of access granted to others.

Invoice Management via DL Asset Track Mobile app

The DL Asset Track mobile app has been enhanced to support invoice management process for Owner Operators and other user groups. Considering daily operations handled by Owner Operators, DL Asset Track mobile app enables users to create, review, approve, and send invoices. This mobile application empowers Owner Operators to generate invoices right after they have completed a delivery, thereby facilitating prompt billing and minimizing delays in the invoicing cycle.

Reporting:

For any questions, please email us at dl.releasenotification@dltlabs.io