Turvo’s Comchek (by Comdata) integration allows you to send payments and/or advances to your carriers through their respective shipments, making payments and/or advancements.
This article covers:
Enablement prerequisites
Before initiating a connection between your Turvo tenant and Comchek, you must first create a Comchek account. Email Comdata to set up an account: regionalfleettrr@comdata.com. Make sure to obtain the following information to enable the integration:
- Account Code
- Customer ID
- Username
- Password
- Realtime Security Card
- WSS SignOn Name
- WSS SignOn Password
- Contract ID
- Endpoint: Use the following Endpoint unless Comdata directs you to use a different one - https://w6.iconnectdata.com:443/cows/services/RealTimeOnline
Store these credentials in a safe place. You will need to enter them into Turvo in the following steps.
Step 1: Set up the Comchek integration
Log into your Turvo tenant and scroll down to the Admin console via the Profile icon at the top right corner of the screen.
In the Admin console, click the Integration hub tile.
Then, scroll down to the Load boards/Tracking integrations section and select the COMDATA tile.
Enter the account credentials you received from Comchek (see the Enablement prerequisites section) and click CONNECT.
Important note: Make sure the Endpoint in your credentials is https://w6.iconnectdata.com:443/cows/services/RealTimeOnline
Step 2: Configure payment methods and advancements
Configure your payment methods and advancements, by following the steps in the adjusting your payment terms, methods, and advances in the Admin console article.
- Set up Comcheck as a payment method for your tenant within the Payments section of your Admin Console.
- Determine the types of advances that are relevant to your business and the payment methods that apply to those advances.
- After you add Comchek as a method, set up the associated advance terms and fees (if applicable).
- All of the advances names are configurable, so if you need an advance type for Fuel, Lumper, Other, etc., you can set each one individually.
Step 3: Set Carrier payment settings
Before initiating a connection between your Turvo tenant and Comchek, you will need to configure payment methods and advances in the applicable carrier profiles to ensure they can receive advance payments.
Navigate to the carrier profile by selecting Carriers from the left navigation menu, or search for them using the global search bar.
In the carrier’s profile, select the Details tab and scroll down to the Payments section. Click Payments to expand and show the Method, Terms, and Advances segments.
From there, you can choose the methods you will use to pay the carrier, toggle on or off established payment terms, and toggle advances on, and configure which methods you can use to pay advances. You can find more information on each section in our Viewing and editing carrier details article.
Sending payments with Comchek
After all of the previous steps are complete, you can send Comchek payments. See the steps below for a detailed step-by-step guide to record and send payments.
Step 1: Locate the shipment needing payment
Locate the shipment needing a carrier payment or advance by selecting Shipments from the left navigation or searching for it via the global search bar.
Step 2: Assign costs to the carrier
Next, click the shipment’s Details tab. Prior to adding any payments or advances to a shipment, it’s important to make sure the appropriate costs are assigned to the carrier. Scroll down to the Carriers section of the shipment’s Details and find the Costs segment.
If no costs have been assigned to the carrier, you can add costs by clicking the Costs segment to expand it and then entering the appropriate costs. When all of the appropriate costs have been assigned to the carrier, click SAVE to save your changes.
Note: If you have more than one cost item to assign to a carrier, click + Add item to add additional items and costs associated with the carrier.
Step 3: Add payments and advances
After costs are assigned to the carrier, you can then add payments and advances. In the Carriers section of the shipment, click the Payments and deductions segment to expand and select + Add payment.
From there, select the appropriate Purpose for the payment from the drop-down and enter the amount in Payment amount. Make sure Comchek is selected under Payment details.
Note: If the advance options do not populate, you need to add the advance method and term options in the carrier’s profile. For more information on configuring carrier payment details, see the Payments section of our Viewing and editing carrier details article.
Once all of the appropriate information is entered, the record payment button will change from grey to blue and you can click RECORD PAYMENT.
Note: Fees and deductions will be auto-calculated based on the payment settings configured in your Admin console for the payment or advance type.
Step 4: Locate and share your reference code
Successful payment transactions will show in the Transactions section of the Payments and deductions segment. You can also see a reference code under the Reference # column. You will share this code with the carrier so they can redeem the payment.
Protip: Deleting a transaction will disable the code, if you need to do so. To delete a transaction, hover over the transaction and click the x that appears to the right.
Note: If you do not see the icon from your Accounting system (such as QBO or Xero) to indicate a successful sync, you may see a red warning triangle to indicate an issue. If you see this warning icon populate, navigate to your reports and select Accounting Sync Analytics Report to review the ‘error code’. Common errors include: incorrect comchek credentials, etc.
If you are unable to troubleshoot on your own, please contact Turvo Support and open a ticket to work towards resolution.
<%= heading %>