Feature Requests

We were manually checking factoring payments until support showed us the reconciliation flow. It is hard for us to figure out and run on our own, and it requires manual file preparation before upload.

I cannot easily understand where the numbers in the financial report come from or where I should enter each type of cost. The earlier walkthrough showed an empty flow without figures, which made the logic hard to follow for my accounting work.

We tried Financial Reporting and Power BI, but we could not get reliable results on our own. We need someone who knows the platform to configure the reports, tell us what data is missing, and help us trust the output.

I am confused by the difference between daily reconciliation and the monthly broker-to-factoring reconciliation. I also expected to see a reconciled status on loads, so I tried doing it manually and could not tell whether I was doing it right.

I was not sure whether factored loads should be marked as paid, funded, or handled another way. I needed guidance to understand the difference between invoice status, sub-status, and the later reconciliation step.

I do not clearly understand the setup for net profit calculation, especially the difference between deduction types and balances, and how statement charges should be mapped into financial report columns.

I had to ask where to find the profit and financial reports and how to read them. It was not obvious that monthly reporting depends on weekly invoicing and reconciliation, or which columns show deductions, expenses, and net profit.

I want to see factoring-company rejections or document-quality notes inside Datatruck instead of having to check the factoring company's website separately and correct things manually.

Recurring expenses entered against trailers aren't currently rolled into Financial Reports or the Reports Calculator. Include them so trailer-side costs show up in financial analysis.