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Tag: system/HaulPay
33 items with this tag.
May 16, 2026
Step 1.2 — Sales Introduction Email
seat/VP-of-Sales
system/Microsoft-365
system/HaulPay
May 16, 2026
Step 1.3 — HaulPay Shipper Profile Creation and Credit Check
system/HaulPay
system/MVMNT
May 16, 2026
Step 1.3a — Self-Finance Decision Path (Tier 3 Declines)
seat/Founder-CEO
system/HaulPay
system/MVMNT
system/Fifth-Third-Bank
May 16, 2026
Step 1.5 — MVMNT Shipper Billing Configuration
system/MVMNT
system/HaulPay
system/Fifth-Third-Bank
May 16, 2026
Step 1.6 — MVMNT Shipper Invoice Settings and Requirements
system/MVMNT
system/HaulPay
system/Produce-Blue-Book
May 16, 2026
Step 1.7 — MVMNT Shipper Credit Limit
seat/Founder-CEO
system/MVMNT
system/HaulPay
May 16, 2026
Step 1.8 — Debtor Verification & NOA Outreach
seat/CFO
system/HaulPay
system/Microsoft-365
May 16, 2026
Step 2.4 — Carrier Accounting Details Verification
seat/Ops-Manager
system/Highway
system/MVMNT
system/HaulPay
May 16, 2026
Step 2.4a — Carrier Factoring Company Address Book Management
system/MVMNT
system/HaulPay
May 16, 2026
Step 2.6 — Carrier Entry in HaulPay
system/HaulPay
system/MVMNT
May 16, 2026
Step 2.7 — MVMNT → QBO Sync (Carrier Record) with Option B Payee Configuration
system/MVMNT
system/QuickBooks-Online
system/HaulPay
May 16, 2026
Step 3.2 — Carrier Assignment
seat/Ops-Manager
seat/Logistics-Coordinator
system/MVMNT
system/DAT
system/Parade
system/Trucker-Tools
system/Highway
system/HaulPay
May 16, 2026
Step 4.1 — Document Collection
system/MVMNT
system/Trucker-Tools
system/HaulPay
system/Microsoft-365
May 16, 2026
Step 4.2 — Carrier Invoice Audit
seat/Ops-Manager
system/MVMNT
system/HaulPay
May 16, 2026
Step 4.3 — Document Completeness Check and Invoicing Queue Entry
system/MVMNT
system/HaulPay
system/QuickBooks-Online
May 16, 2026
Step 4.4 — Invoice Generation in QBO (Interim Workflow)
system/MVMNT
system/QuickBooks-Online
system/HaulPay
system/Fifth-Third-Bank
May 16, 2026
Step 4.5 — Invoice Review
system/QuickBooks-Online
system/MVMNT
system/HaulPay
May 16, 2026
Step 4.6 — Invoice Submission to HaulPay (Factored + Path A)
system/HaulPay
system/QuickBooks-Online
system/MVMNT
system/Microsoft-365
May 16, 2026
Step 4.7 — HaulPay Generates Customer-Facing Invoice
system/HaulPay
system/Fifth-Third-Bank
May 16, 2026
Step 4.7a — Factoring Rejection Handling
seat/Founder-CEO
seat/Ops-Manager
system/HaulPay
system/MVMNT
May 16, 2026
Step 5.1 — HaulPay Remittance Receipt (Factored and Path A)
seat/Founder-CEO
system/HaulPay
system/Fifth-Third-Bank
system/QuickBooks-Online
May 16, 2026
Step 5.2 — Payment Matching
system/HaulPay
system/QuickBooks-Online
system/Fifth-Third-Bank
system/MVMNT
May 16, 2026
Step 5.3 — Short-Pay Investigation
seat/Ops-Manager
seat/Founder-CEO
system/HaulPay
system/QuickBooks-Online
system/MVMNT
May 16, 2026
Step 5.4 — Chargeback Identification and Handling
seat/Ops-Manager
seat/Founder-CEO
system/HaulPay
system/MVMNT
May 16, 2026
Step 5.5 — Reserve Reconciliation (Monthly)
seat/Founder-CEO
system/HaulPay
system/QuickBooks-Online
system/Fifth-Third-Bank
May 16, 2026
Step 6.1 — Carrier Payment Initiation
system/HaulPay
system/QuickBooks-Online
system/MVMNT
system/Fifth-Third-Bank
May 16, 2026
Step 6.2 — Carrier Payment Discrepancy Handling
seat/Founder-CEO
system/HaulPay
system/QuickBooks-Online
system/MVMNT
May 16, 2026
Step 6.3 — Carrier Payment Confirmation and Documentation
system/HaulPay
system/QuickBooks-Online
system/MVMNT
system/Microsoft-365
May 16, 2026
Step 7.1 — Daily Cadence
seat/Founder-CEO
system/QuickBooks-Online
system/MVMNT
system/Fifth-Third-Bank
system/HaulPay
May 16, 2026
Step 7.2 — Weekly Cadence
seat/Founder-CEO
seat/Ops-Manager
system/HaulPay
system/QuickBooks-Online
system/MVMNT
system/Trucker-Tools
May 16, 2026
Step 7.3 — Monthly Cadence
seat/Founder-CEO
system/HaulPay
system/QuickBooks-Online
system/MVMNT
May 16, 2026
Step 7.4 — Quarterly Cadence
seat/Founder-CEO
seat/Ops-Manager
system/HaulPay
system/QuickBooks-Online
system/MVMNT
May 16, 2026
Step 7.5 — Annual Cadence
seat/Founder-CEO
system/HaulPay
system/QuickBooks-Online
system/MVMNT