Overview
The TMS provides a seamless integration with the Accounting Seed product, which is also a fully-native Salesforce platform product.
Install the TMS Accounting bridge package version 7.12.1 (7.12 Patch 1) to ensure the integration works correctly with the Spring ‘24 and Summer ‘24 Accounting Seed packages.
Integration Notes
All Accessorial records must be associated with a Product via the Accounting Product field.
All Sales Tax records must be associated with a Product via the Accounting Product field.
Make sure that “Transportation” is a picklist choice for the Product Family field on the Product table.
For more information, see the specific feature articles below:
TMS Accounting Admin
Auto-Creation of Invoices
TMS Tax Calculation
Invoice Adjustment
Single Billing EDI Send
Batch Invoice Presentment
Dispute Management
Batch Post/UnPost/Pay
ePayment Support
Comprehensive A/R Calculation
Carrier Quick Pay Support
ACH/NACHA Support