MyTrucking

Accounts - Subscription Queries

Info

Support

Setting Up MyTrucking

Getting Started with MyTrucking setup

Set the Browser Language to ensure exported dates are in NZ format

Setting the Language in Firefox

For MYOB AccountRight and MYOB Business Users only

Getting started with the MYOB Wizard

Getting Started

Getting started through the Xero Wizard

Alternative MYOB Setup - For Non MYOB AccountRight or MYOB Business Users

How to Export your Client List from Empower

If you’ve let us know that you’re a Xero User you’re already good to go.

How to export your client list from Xero

Integrate your Accounting Program with MyTrucking

Accounting Program Setup

Setting the Language preference in Chrome

General Setup

Add Admin Users and Drivers in MyTrucking

How to Add Users

How to Archive a User or Driver

How to reset your password

Nicole Yee

Users

How to save attachments to your clients which will appear in the driver app

Client and Location Attachments

Clients

Customer Portal is an online booking system where your customers can submit a job reques

How to setup Customer Portal

Review and accept Job Requests and create Jobs on your Daysheet

Customer Portal Job Requests

Customer Portal quick start guide

Customer Portal

Export a file that MyTrucking companies can use to create jobs

Create an Import file for Sub-Contractors

How do I add Rates in MyTrucking?

How to Add Recurring Jobs

What is the difference between Multi-Leg and Split Job features?

Multi-Leg vs Split Job

Jobs

Where to review and edit all jobs that have been marked as done, and mark them as ready to be invoiced.

The Invoice by Date Page

Xero Customers Only. You can now see your Xero Invoice number on each job in MyTrucking

Xero Invoice Number in MyTrucking

Invoicing

The Daysheet Icons

How to setup and use the Multi Daysheet

The Daysheet

What are reference fields and how do I use them

Reference Fields

General Settings

How to get the most out of MyTrucking Reporting

Custom Reports

Reporting

Send your client an email when the job is delivered

Automatic Delivery Notification

Send an email detailing the job details with attachments

Email Job Details (Consignment Note)

Capture a signature for Proof of Delivery

Sign on Glass

POD's

www.mytrucking.com

Find answers and get help from Intercom Support and Community Experts

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