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How To - Filter Unprocessed Pros by Load Date


Objective: Make an entry in customizer to filter unprocessed pros by load date

Prerequisites: N/A

Refer To: N/A

Steps:

  1. Go into Customizer in Billing
  2. Click on Freight Billing Files
  3. Choose Unprocessed Pros
  4. Select Filters
  5. Click the New button on the toolbar
  6. Name the filter Load Date or whatever you wish
  7. In Filter Condition field copy/paste the following:

LOADDATE = CTOD("{1}")


  1. Select One question to ask, with type of Response Date, length 8.
  2. Click apply
  3. Click Close
  4. Close and reopen Billing
  5. Go to Unprocessed Pros
  6. Click the Filter icon on the toolbar
  7. Locate your new filter and select it.

Choose files or drag and drop files
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  1. Bob Hogan

  2. Posted

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