Organizations

The Organization table showcases all your organizations (carrier, factor, customer, or other) within your network. Select the "Columns" button to display more information within the main table such as name, type, primary contact email, payment method, and account status (if enrolled in Payments). Use the "Filters" button to find more granular information.

Tip: filter by "Type" to view specific organizations

The "Account status" column indicates if the organization has set up bank account information with Loop.

The "Assigned factor" column indicates if a carrier has a factor relationship.

The QuickPay column displays organizations enrolled in Loop's QuickPay program.

Carrier, Factor, or Other

By clicking on these organization types, you can view the “Business info", “Payment Settings” and "Activity."

• "Business info" provides organization details including name, email, address, and documentation numbers. Select the "Manage" button to:

  • Edit MC & Dot numbers

  • Edit legal business name

  • Edit primary contact

  • Set TIN

• The “Billing and payments,” provides the organization's payment method, factoring relationship, and Bank account (if enrolled in Payments). The "manage" button offers the ability to:

  • Edit the remittance email

  • Edit payment method

  • Update payment terms

  • Add bank account

  • Send bank account invite

  • Manage QuickPay

• The "Factoring" tab allows assigning or releasing factor relationships.

Click the "View factor assignment history" button to see all past relationships.

• By clicking the "Activity" button, a right-hand panel will appear. The panel shows the user's name, timestamp, and action taken.

Customer

By clicking on the customer organization type hyperlink you can view “Business info", “Payment Settings” and "Activity."

• "Business info" provides the identification of the organization including name, email, address, and documentation numbers. Select "Manage" to:

  • Edit MC & Dot numbers

  • Edit legal business name

  • Edit primary contact

  • Set TIN

• "Invoicing profile" provides the customer's requirements: Payment terms, Invoice finalization settings, Attachment format, Required artifacts, Loop email delivery, and Email template preview (if applicable). Select the "Manage" button to:

  • Update payment terms

  • Update invoice finalization settings

• By clicking the "Activity" button, a right-hand panel will appear. This panel shows the user's name, the action taken, and a timestamp for that action.