Dalko Load Board

Version 3.100235

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R&L Carriers

Add invoice PDFs

Background processing: after the upload is secured, OCR and classification continue on the server if you leave this page or close the browser.

Loading correction learning...

Drop R&L invoice PDFs here or click to add files

Processing mode

Fast / lower qualitySlow / best quality

Good OCR quality with two pages processed at once.

Audit Results

Invoice stack

Status	Carrier PRO	BOL / Load	Invoice Date	Amount	Packet Pages	Paperwork	Action

How paperwork review works

Paperwork review classifies each page as Invoice, BOL, POD, Inspection, Reweigh, or another document. Every packet expects an Invoice, BOL, and POD; Inspection and Reweigh support become required only when the invoice shows that exception. Low-confidence pages stay in review until their page type is manually corrected. Confirmed corrections contribute privacy-safe text and page-layout signatures; after at least three consistent examples, a learned pattern may classify similar low-confidence pages while explicit document and packet-matching rules stay authoritative. OCR can identify delivery forms and printed receipt fields, but questionable handwritten signatures still need visual confirmation. Uploads are handed to the background server worker, so OCR and classification continue after this page or browser is closed; each document type can then be viewed or downloaded separately. TMS status remains separate: Invoiced means an exact Carrier PRO match or exact Load/BOL fallback match was found in TMS Invoice Details; Not invoiced means neither matched, while connection or sign-in problems are marked Check failed.

History

Audit Log

Status	Processed	Files	Found	TMS Results	Processed By	Action

Loading audit historyFetching saved invoice audits and their TMS results.

Choose Aging fileDrop or click · .xlsx

Awaiting R&L invoice

Load	R&L PRO	Customer	Delivered	Est. payable	TMS status	Customer invoice

Invoiced by R&L

Invoice matching control center

Connections

Control how Aging invoices connect to TMS Invoice Details. Changes apply to the next Check or Recheck; previously saved results stay unchanged until they are checked again.

Loading invoice connections...

Search and match paths

Enabled paths run from strongest evidence to fallback evidence.

Source: TMS Invoice Details

Exact Carrier PROMatches the normalized Aging PRO directly to the Carrier Pro Number in TMS. Exact literal PROPreserves a meaningful leading letter when the normalized PRO returns duplicates. Manual PRO connectionsUses the explicit Aging PRO → TMS PRO mappings maintained below. Controlled PRO variantsAllows known R&L letter variations, including dropped D prefixes and a trailing letter. PRO search + Load/BOL + dateAccepts a PRO search result only when Load/BOL and ship date both match exactly. Exact Load/BOL fallbackSearches TMS by Load Number when no Carrier PRO path produced one exact invoice. Duplicate amount resolutionWhen one identifier returns multiple invoices, selects the only payable matching Aging Amount Due.

Amount toleranceMaximum difference allowed when amount resolves duplicate TMS invoices.

Overnight runbook

Automated invoice intake

A reference for how R&L invoice emails become audited invoices, TMS results, and Aging updates.

Scheduled automation · Eastern time

Receive at Billingrlinvoices@rlcarriers.com sends an email to billing@shipdalko.com with “R+L Carriers Invoices” in the subject.
Copy to automationThe Exchange transport rule at priority 3 Bccs the original message to the shared mailbox invoicing@shipdalko.com.
Collect a controlled batchEach scheduled run claims up to 5 of the oldest unprocessed messages and safely extracts valid PDF attachments. The eight overnight runs can drain up to 40 messages without creating one oversized OCR job.
Process at best qualityPDF pages are read, OCR scanned, classified, grouped by invoice, and checked for required paperwork.
Check and finishThe run checks TMS, applies results to Aging, writes the Audit Log, archives successes, and quarantines failures.

Overnight collection schedule

Staggered runs cover R&L's overnight delivery window and allow later batches to pick up mail delayed by Microsoft throttling.

2:05 AM 2:50 AM 3:35 AM 4:20 AM 5:05 AM 5:50 AM 6:35 AM 7:20 AM Eastern

Message selection and dedupe

Only matching sender, recipient, and subject messages are eligible. Completed message IDs and PDF hashes are remembered so the same invoice file is not processed twice.

PDF safeguards

Attachments must be PDFs with a valid PDF signature and may be no larger than 100 MB. Incomplete or unsafe files are rejected before OCR begins.

Throttling and retries

Transient Microsoft Graph 429 and 5xx responses honor Retry-After and otherwise back off for 5, 15, 30, and 60 seconds. TMS checks run in groups of 3; only failed checks retry after 10 and 30 seconds.

Completion and recovery

Completed PDFs and any available result manifest move into the archive. The hosted Audit Log also retains retry candidates, so interrupted and older runs resume their TMS checks without rescanning PDFs. Failed files are quarantined; unclaimed mail remains available to the next run.

Where to verify a runOpen TMS Audit and review the Audit Log for run time, file count, invoices found, TMS results, retry status, and the “Scheduled Invoice Audit” processor. A no-mail run records “No new files.” The Windows automation connector must remain powered on with its assigned Windows user signed in.

Manual PRO connections

Connect a recurring value from an Aging file to the exact Carrier PRO value stored in TMS.

No manual PRO connections yet.

PU From PU To

Loads

	Edit																	Actions

Page 1 of 1

0 shown

	Edit	Alert	Status	Load #	Date of Shipment	Date Filed	Carrier PRO	Claim Amount	Customer	Carrier	Actions

Page 1 of 1

0 shown

Fallback Auto-detect ready; R&L CSV fallback

Drop Any Carrier Tracking Reports Here or Choose Files

0Report Rows 0BOL Matches 0Loads To Update 0Unmatched

Latest tracking import Checking the latest scheduled sync...

Checking

FedEx Freight automatic sync changes

No changed loads from the latest run.

Load #	Changed Fields
No changed loads from the latest run.

Updated Loads

	PRO #		Updated Fields

Match	BOL #	PRO #		Current	Carrier Status	Ship Date	ETA / Delivered			Updates
Upload R&L tracking report CSVs to preview updates.

History

Loading history...

Source / mode Carrier

When	Carrier	Report	Rows	Matched	Updated / Proposed	Result	Source / Mode	Details
Loading history...

Choose the workbook

Upload one or more Excel Data Dumps. When the same load appears more than once, the last selected file wins.

Drop Data Dump Here or click to choose one Excel (.xlsx) file

Review and apply

Nothing changes until the preview is ready and you select Apply Global Update.

0Dump Rows 0Load Matches 0Loads To Prefill 0Unmatched

Match					Del Date			Prefill Fields
Choose a Data Dump workbook to preview Customer Service prefills.

Admin only

Daily Customer Service Recap

Delivery Settings

AutomationLoading

Next run—

Delivery—

Last resultNo runs yet

What we send

Each selected queue includes its current total and the top priority loads.

Enabled

Missed pickups0 current Late deliveries0 current Missing pickup emails0 current

Email subject Rows per sectionMaximum 50. Oldest actionable date is shown first.

Recipients

Internal testing only. Customer recipients are not enabled.

Current mode: Internal only. The email is never sent to pickup contacts or customers.

Schedule

Monday through Friday in Eastern Time. Add more times to run more than once per weekday.

Time zone: America/New_York (Eastern)
Scheduler: DALKO secured automation runner
Check interval: Every 15 minutes
Data source: Customer Service Live Board

Exceptions

One value per line. Matching loads are excluded from all three email sections.

Excluded customers Excluded owners Excluded load numbers

Run history

Scheduled and manual test deliveries, including failures and the queue totals used.

No recap emails have run yet.

	Edit		Alert	Status	Load #	PU Date	Del Date	PRO #	Pickup #	Customer	Carrier	Pickup	Delivery	Actions
Loading customer-service loads...

0 loads

	Edit		Alert											Actions

						Deletes											Actions

		Alert															Actions

Load audit trail

Audit Trail

0 changes

Load Changes

	User	Change					Changed

DALKO default

Dashboard light

Night palettes

Seasonal

DALKO Default is active.

NetSuite currency mapping

Canadian Dollar

Current USD/CAD rate and mapped NetSuite exchange-rate history.

Loading mapped NetSuite rates…

Checking the Bank of Canada daily rate…

1 CAD equals—US dollars · effective —

1 USD equals—Canadian dollars

Daily change—Previous — USD per CAD

Source—— rate

Base currencyUS Dollar (USD)

Source currencyCanadian Dollar (CAD)

NetSuite source time—

Recorded in NetSuite—

Rate trend

NetSuite history

Effective date	USD per CAD	CAD per USD	Before change	Change

Page 1

The current reference uses the Bank of Canada daily average, published once each business day. NetSuite stores its daily direct rate as USD per 1 CAD; mapped history last synchronized —.

Team Access

Department0 users

Configure board email delivery.

No completed run totals are available yet.

Run History

No runs recorded

No cleanup runs match the selected filters.

Status	Ran	Run time	Scanned	Exceptions	Expired	Outcome	Details

Per-load audit

Run Audit

Select a run to view every classified load.

Run details & safeguards

Decision	Load #	Expected ship	Age	Customer	Origin	Destination	Invoice Date	Carrier PRO	Pickup #	Evidence / timeline

Historical human review queue

Exception History

No exceptions recorded

No historical exceptions match the selected filters.

TMS cleanup exception history and review evidence
Load #	Customer	Origin	Destination	Expected ship	Age	Review reason	Carrier PRO	Load status	Follow-through	Action

Existing secure connector

DALKO TMS

Checking…

Endpoint: https://www.dalkoinctms.com
Authentication: Existing server-side TMS service account
Client: Configured
Last test: Not yet

Use the read-only connection test to verify access.

Nightly schedule Enable nightly scans Run time Timezone

Age & scan criteria Expected Ship Date age

days

180 days is approximately six months. Rows per TMS request Late Delivery filter only

Send to Exceptions when Carrier PRO is present Possible exact duplicate Pickup Number is present Actual Ship Date is present Actual Delivery Date is present

Mandatory invoice protection Never expire a load with an Invoice Date

Invoice Date must be confirmed blank. If TMS cannot verify it, the load is held for review. This protection cannot be disabled.

Expiration record Reason Note Note visibility

Execution safeguard Execution mode Allow TMS expiration writes

Execution is controlled on the server. The initial canary can submit at most five expirations and automatically pauses for review before a sixth load.

Manage server-side automations and API connections used by the board tools.

Global & Admin

Global Data DumpNightly TMS dump, verified changes, and run history TMS Load CleanupCleanup scans, exception review, and connector settings Google Maps PlatformRoutes API key, connection test, and mileage controls DAT RateView APIPartner ID, staging credentials, and authentication test Truckstop Load ManagementStaging OAuth, load posting, updates, and certification U.S. Energy Information AdministrationOpen Data API key and diesel-price connection test Bank of Canada Exchange RatesFree official daily CAD/USD rate with no account or API key

Accounting

Billing Invoice AuditOvernight intake, TMS checks, and Aging connections Accounting CommissionsCommission payout schedules, workbook storage, and run results Sales Rep Past Due EmailWeekly schedules, per-rep recipients, previews, and delivery history

Erie Canal

Daily Rec ConnectionsTouchBistro, Payrix, DoorDash, and settlement audit controls Operating Costs EmailWeekly sales email schedule, recipients, and delivery history PNC Online BankingBrowser automation, account import health, and run history

Customer Service

Tracking Report ConnectionsFedEx, R&L, email, and carrier-site schedules Daily Customer Service RecapInternal exception recap schedule and delivery controls

Dispatch

RFP AutomationsFollow-ups, approval rules, response portal, and event log

Routing & mileage

Google Maps Platform

Checking…

Connect the Google Routes API to calculate truckload mileage, transit time, and route geometry directly from each quote.

Google Maps API key

The saved key is never returned to the browser.

Recommended Google Cloud restrictionsEnable the Routes API, restrict this key to that API, and use an IP restriction for the DalkoBoard server.

Market rates

DAT RateView API

Checking…

Connect DAT staging to request broker-to-carrier spot rates from each quote. Lookups run only when requested because successful responses consume RateView lane credits.

EnvironmentKeep this on Staging until DAT certification is complete. DAT partner IDRequired on authentication and rate requests. Service-account emailUsed only for the organizational token. API user-level usernameUsed by the company integration for DAT rate lookups.

Service-account password

The saved password is never returned to the browser.

DAT access and lane-credit protectionAuthorized DALKO board users share the configured company integration. Tokens are cached until expiration, saved quote results are reused, and a refresh requires explicit confirmation.

Load posting

Truckstop Load Management

Checking…

Connect Truckstop staging with the Resource Owner OAuth flow. Credentials and tokens remain server-side; production stays unavailable until Truckstop certification is complete.

EnvironmentUse Staging until Truckstop approves production access. Client IDIssued by Truckstop Integration Support. Truckstop usernameUse the licensed DALKO Truckstop user for posted loads.

Client secret

The saved secret is never returned to the browser. Truckstop password

The saved password is never returned to the browser.

Certification protectionPosting controls are limited to users with Integrations access. Updates require the full Truckstop load payload, and deletes require an explicit reason.

Staging certification console

Truckstop Load GUID Load JSON payloadPost and Update send this JSON exactly. Truckstop requires the full payload for updates.

No staging operation has run.

Accounting automation

NetSuite Phinia

Checking…

Secure server-side connection for Phinia saved import 86. Credentials are never returned to the browser after saving.

Account ID RESTlet URL Consumer key Consumer secret Token ID Token secret

Fuel intelligence

U.S. Energy Information Administration

Checking…

Connect EIA Open Data to pull the official weekly U.S. and PADD-region on-highway diesel price series for Dispatch.

EIA API key

The saved key is never returned to the browser.

Free EIA Open Data accessRegister once at eia.gov/opendata. DALKO caches successful diesel responses for one hour and keeps the key server-side.

Currency conversions

Bank of Canada Exchange Rates

Checking…

Use the free public Bank of Canada Valet API to pull the newest official daily USD/CAD average for Admin → Currency. No account, API key, or paid subscription is required.

Official daily reference rateThe Bank publishes one indicative daily average each business day, normally by 4:30 p.m. ET. The board inverts USD/CAD to display USD per 1 CAD and caches it for one hour.

No daily conversion has been requested.

Dispatch intelligence

Weekly Diesel Prices

Official on-highway diesel benchmarks from the U.S. Energy Information Administration.

Waiting to load…

Region History

SourceEIA Gasoline and Diesel Fuel Update

Selected benchmark

U.S. average

Weekly

—USD/ gal

Weekly release

Official EIA retail benchmark

Regional market

Latest benchmarks

Price range —

Historical trend

U.S. average

Published observations

Recent weekly history

0 observations

Week	Region	Price / gallon	Weekly change
Connect EIA in Admin → Integrations to load diesel history.

Equipment nameStatusActions

Each sales rep receives a separate report containing only the customers assigned to that rep.

AutomationLoadingChecking configuration

Next delivery—Eastern Time

Email service—Checking sender

Last resultNot run yetNo delivery history

Schedule

Weekly delivery

Enabled

Send every At Time zone

SubjectUse {rep} and {date} as automatic placeholders.

Top 50 invoicesEach email includes that rep's 50 most overdue invoices and a secure link to view the complete live report.

Recipients

Sales rep delivery list

Add the name and email that should receive each rep's report. Rows without a valid email stay off.

Preview rep

Send	Sales rep	Invoices	Balance	Recipient name	Recipient email	Preview

Activity

Delivery log

Recipient-level send and engagement history. Open and click detection can include email security scanners and privacy proxies.

Run summaries

Customers

Largest outstanding balances

Sales reps

Past-due balance by assignment

Minimum Balance Maximum Balance Aging Customer Sales Rep

0 invoices$0.00

Page 1

Search Status

0 confirmed0 need review

0 review items$0.00 true balance

Not validated yet

Status	Client	Load #	Invoice Date	Payment Date(s)	Duplicate Payment	Reported Balance	True Balance

Page 1

Client payment history

Customer

Balances are captured at each compiled snapshot. Cleared dates are inferred when an invoice disappears from the next report.

Balance and average past due

Blue tracks dollars outstanding; orange tracks average days past due.

BalanceAverage days

Cleared invoices

Invoices that dropped off a later snapshot.

Load No	Invoice Date	Cleared by Snapshot	Past Due at Clear	Last Balance	Sales Rep

0 deposits

Bank Deposits · Last 7 Business Days

Weekday posted totals from KeyBank and FNB

Checking for posted transactions Loading... 7-business-day combined total

Loading KeyBank and FNB deposits...

Yearly Revenue

No data

Quarter Dashboard

No data

Loading deposits...

Date	Online Deposits	Check 1	Check 2	Daily Total	Weekly Total	Notes
Loading deposit data...

Loading deposits...

Loading...

Date	Rows	Late	Total	Actions
Loading deposit details...

Accounting · Phinia

Phinia

Prepare the daily US Bank seller statement and send the discounts directly to NetSuite.

Saved import 86 Direct NetSuite import

1

Upload the US Bank statement

Use the original Excel file downloaded from US Bank.

Choose or drop the Excel statement.xls and .xlsx files up to 20 MB

2

Review the prepared discounts

Invoices are grouped, sorted, and converted to negative fees exactly like the Accounting macro.

Invoice Number	Fees

The prepared CSV is submitted securely to saved import 86. This page follows the NetSuite job through completion and records the result automatically.

Run history

Preparation and the final NetSuite import result are logged automatically.

Run By	Date	Time	Statement	Fees	Invoices	Discounts	Status	NetSuite	Details
Loading history...

Accounting

Loss Loads

Loading loss loads...

Add Commission Loss Load

Saved Loss Loads

Load #	Submitted	Loss	Status	Audit	Report $	Report	Notes	Actions
Loading loss loads...

Accounting

Commissions Dashboard

0 reports

Choose a rep to open their dedicated page.

Loading commission automations...

Sales Rep

Billing

Invoicing

Nightly Data Dump invoice production

Production

Invoices by Biller

Daily Pace

Invoice Trend

Last 14 active days

Invoice Detail

Recent Invoices

Dispatch

Dispatch Reports

Load board, carrier, lane, and revenue reporting

By User

By Customer

By Status

By Equipment

By Carrier

Revenue

Load Trend by Pickup Date

Common Lanes

Rate Per Mile

Average Rate by Equipment

Customer Service

Customer Service Reports

LTL board, tracking, data dump, and claims intake reporting

Board Health

By User

By Customer

By Status

By Carrier

Claims Intake

Attention Reasons

Pickup Month Trend

Accounting

Accounting Reports

Live bank deposits, customer payments, late activity, and commissions

Bank Deposit Overview

Deposits by Month

Top Paying Customers

Customer Payment Health

Commissions

Bank Split

Admin

Admin Reports

Accounts, access, customers, boards, claims, and data health

User Summary

Users by Department

Users by Role

Access & Sign-in

Customer Records

Customer Setup

Board Activity

Data Health

Billing

Billing Reports

Invoice production from the nightly Data Dump

Invoice Summary

Invoices by Biller

Production Pace

Invoice Value

Daily Invoice Trend

Top Customers Invoiced

Spreadsheet upload

Import

No file selected

Import File

Recognizes columns like Load Number, Customer, PU Zip, Delivery Zip, Status, Equipment, Weight, Rate, Miles, Carrier, and User.

Choose a spreadsheet to preview loads before importing.