Accounting: Month End Closing
In this session, we will explore the best approach to closing every month; how to get it done better, faster.
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Benefits of Dimensioning Your Freight
Freight dimensioners can bring a new level of automation to the intake and billing process for LTL carriers that not only speed things up but ensures greater accuracy. In this session, you will learn how dimensioner systems can be integrated with your LoadMaster LTL system to gain these benefits.
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Building Carrier Relations
You can use readily available information from your PowerBroker system to determine who your top carriers are. In this session, you will learn how to build better carrier relations with your top carriers and focus on building new relationships by effectively using the Carrier CRM tool in your PowerBroker system.
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Carrier Settling With Speed and Accuracy
One of the newest McLeod packaged business process automation solutions is Logix Solutions Carrier Invoice Processing for brokers. In this session, we will show you how it works.
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Credit/Rebill and Efficiently Managing Your Customer Balances
Learn how, when, and why to use the Credit/Rebill functionality. We cover over, short, and duplicate payments, move payments, adjustments, write-offs, and NSF check processing.
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EDI: Back to Basics
In this session, we will review trading partner profile options that can make the biggest business impact, including auto accept rules, managing compare tenders, shipment event settings and system admin configuration options.
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Enhance Your Communications with Customers, Carriers & Partners
Clear and timely communication is crucial for your partners, carriers, and customers. You will learn about capabilities in your system to enhance communications and improve those relationships in the process.
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Financial Reporting with McLeod IQ
Learn about McLeod IQ's Finance Module and how to create financials with ease. In this session, we will review proper use of LoadMaster and PowerBroker to enable the creation of P&L reporting in McLeod IQ. We will also show how to use Excel and Power BI to create an income statement, consolidated financials, and accounting focused dashboards.
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FlowLogix Editor: Creating Your Own Business Process Automation
Learn how the FlowLogix Editor works and get practical examples of how you can use it to create business process automation solutions for your company.
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How to Use Base Reporting in LoadMaster and PowerBroker
We will review the base reports that come with your system, how to schedule them, and how to export data.
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Logix Carrier Onboarding
Logix Solutions Carrier Onboarding will not only improve your staff's efficiency, but it also makes doing business with you easier for new carriers. In this session, we will show you how it works.
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LoadMaster Management Reporting
We review standard LoadMaster reports and explain how they shed light on your daily operations, including Order Revenue Analysis, Lane Revenue Analysis, Top Customer, Top Driver, Empty Miles by Order, Empty Mileage Lost Revenue, and more.
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Logix Solutions Carrier Onboarding
Logix Solutions Carrier Onboarding will not only improve your staff's efficiency, but it also makes doing business with you easier for new carriers. In this session, we show you how it works.
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LTL Rating/Tariff Setup and Accessorial Automation
In this LoadMaster LTL session, we will dive into setting up rating and tariffs and automating accessorials.
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LTL: Managing Your Partner Freight
In this LoadMaster LTL session, we will show you how to be efficient and effective in managing freight from or sent to your partners.
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Making Better Use of Base System Functions
In this session for both PowerBroker and LoadMaster, we will dive into some common functions and capabilities, including locations, customer master files, equipment matching, setting permissions, autorating with fuel surcharge, using maps, using OS&D, and setting up equipment requirements.
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Managing Assets in LoadMaster
We will review the tools in LoadMaster that help you manage your company assets. We will cover messaging on the tractor and trailer master files, and using comments and fields on the order planning board from the tractor and trailer master files. We will also review accidents, inspections, and CSA Scores.
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Managing Detention
In this session, you will learn how to set up and begin to use the Detention module for LoadMaster and PowerBroker.
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McLeod IQ Business Intelligence for LoadMaster LTL
McLeod IQ is now available for LoadMaster LTL. In this session, we will show you some of the new reporting and analysis capabilities IQ brings to this environment.
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MPact & Rate Index
In this session, we will show you how to predict the cyclical patterns in the markets you serve. You will get a better understanding of how commodities influence, or not, the buy and the sell side rates, view the transportation rate cycles, and compare year over year differences.
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Multicompany Accounting
Learn best practices for use of our multicompany accounting features in LoadMaster and PowerBroker. We will simplify oversight of Accounts Payable, Cash Receipts and Journal entries for multiple companies from a single source.
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New McLeod Customer Portal
In this session, we will introduce the new McLeod Customer Portal that allows McLeod customers to create their own support requests online and gives you access to a wealth of information about your system.
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Optimizing Brokerage Operations
Get the most from PowerBroker by finding capacity, building carrier relations, and optimizing the tools within the system to create operational effectiveness.
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Planning Board Efficiencies for Advanced Users
This session will cover more advanced aspects of the planning boards in both LoadMaster and PowerBroker. We will show you the more advanced features that can help your efficiency and effectiveness.
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Planning Board Efficiencies for Beginners
This session will cover the basics of using the LoadMaster and PowerBroker planning boards. We will help you understand the efficiencies you can achieve as you set it up and begin to use it.
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PowerBroker//web Deep Dive
In this session we will take a deep dive into how PowerBroker//web is set up and show you some coming features we expect to be in the next release of PowerBroker//web.
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Profitability Analysis
McLeod Profitability Analysis helps you view customers, lanes, and other variables in the light of your real costs and the profitability of those customers or lanes. In this session, we will dive into how it works and it can change the way you view things, especially those lanes or customers where you might not be doing as well as you thought.
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Reporting with McLeod IQ
We will show you a number of best practices and give you new ideas to use McLeod IQ for reporting in your organization.
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Responsibility Filtering
This session will cover the Responsibility Wizard for creating a hierarchy when setting up the Responsibility Filtering module.
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Setting up Autorating and Fuel Surcharge
We will cover setting up and using the autorating system and fuel surcharge in both LoadMaster and PowerBroker.
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Using LoadMaster Fuel Tax
Learn how to use the fuel tax and GPS fuel tax capabilities in your LoadMaster System
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Using Logix Billing & Settlements Workflow
In this session, we will show you how to use Logix Solutions Billing & Settlements Workflow. These tools will automate and simplify everyday processing in your back office.
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Using McLeod MPact
Learn how to use, read, interpret, and act on McLeod’s MPact market data to make the best pricing decisions for your bids, contract negotiations, and spot rates.
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Using McLeod's Digital Freight Matching API
In this session, we will show you how to set up McLeod's Digital Freight Matching (DFM) API web service for PowerBroker, which allows you to integrate external capacity matching solutions with your brokerage operations through a secure and configurable set of web service endpoints specifically designed for freight matching functions, including automated load booking. This web service provides flexibility to integrate the capacity matching solutions that help your business operate more efficiently and remain competitive in the digital brokering market.
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Using Trailer Continuity
Learn how trailer tracking solutions used with the trailer continuity function and trailer pools plus empty moves can help you improve your trailer utilization.
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Who Are Your Top Drivers?
Using driver miles, accidents, service incidents, and other system reports, you can begin to determine who your top drivers are. Learn what other customers are doing to use this information to support driver retention and onboard new drivers.
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