See what’s new at Loop!

A new column is now available on the Payables Table. The linking status reflects the status of the link between the payable invoice and the shipment job.

The confirm payee workflow has been updated to include:

The Shipments, Payables, Receivables, and Payments tables were upgraded with the organization filters. If the organization exists, you can now filter and search for it!

You can now categorize newly uploaded supporting artifact types on a shipment job.

When uploaded, a new artifact will appear under the "artifacts" tab on the shipment job or AP Invoice. Hover over the hourglass or check mark sign to see the artifact processing status:

This new feature allows you to interact with both the related shipment job or invoice with the artifact. Click on an artifact title to open the viewer on the opposite half of the page. The three-dot button allows you to:

On the right-hand side billing panel on a shipment job, click the arrow button on the top right corner to expand the Payables and Receivables tabs. This allows you to view related AP and AR invoices side by side.

You are now able to create an AP or AR invoice manually. This new feature allows you to quickly move an invoice through Loop's system. On the billing summary side panel, click the three-dot button to "Create new AP Invoice" or "Create new AR Invoice."
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Table Download is available on the Organizations table. Add filters to narrow down the list and click the upper right-hand button to generate the download.

We added a QuickPay filter button on the Payables table that shows the AP invoices eligible for QuickPay discounts.

In the Organization tab, the Account Status has been updated to reflect the different scenarios of payment onboarding.

The goal is to surface payment-blocking issues more consistently. Simplified error messages appear in the payment panel which funnels users to the organization page where they can edit the missing information directly.

For carrier-type, the side tabs on the organization page have been updated to include a Factoring section where you can manage the factoring relationship.

For customer type, the organization page side tab "Invoicing Profile" now includes "Invoice finalization settings," allowing you to select specific requirements for the customer's AR Invoice.

Artifacts are now grouped with source information linked. Click the link to view the details. AP invoice artifact list only shows invoice artifacts and Supporting artifacts are displayed on the shipment.

The Receivables Table has two major updates to improve user workflows. You can now bulk confirm and download.

This new feature provides the ability to assign, release, and create a new factor relationship all within Loop. Navigate to Network --> Organizations --> Payment Setting --> Manage -->Assign factor. In "Payment settings" you can also edit the organization's information:

You can now clearly filter by Payment Status on the top banner. The new invoice column indicates how many invoices are attached to the payment. Click the buzz icons to view payments that are:

Provides the ability to manually remove offline payments and QuickPay discounts if no longer needed on the AP invoice.

Notes allow the user to leave comments on an AP or AR invoice. Now, you can view and edit these notes directly from the shipments page instead of navigating back to the invoice.

Surfaces the bank connection status on the Organizations Table and allows resending email invitations straight from Loop.

If Loop detects a payee as potentially incorrect, an exception will automatically be applied to the payable invoice entity. The exception will need to be reviewed and resolved by confirming/updating the payee.

Shows users specific actions made within Loop's system.

The feature is available on the Shimpent and Invoices tables. Provides the ability to take data out of Loop and use it for internal review and reporting.