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| Insight™ Integrated Solutions |
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The Insight Integrated Solution is a completely integrated system giving you the ultimate tools to grow your business. Entering data once and seeing the results of your efforts streamlined throughout your operations provides continuity within your data and improved business efficiencies.
Click here to view the Insight Integrated Solution
The Insight Integrated Solution is a totally integrated, single source code product from operations through accounting, requiring less effort to manage vs. solutions made up of separate software packages, by separate manufacturers, marketed as integrated systems. |
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• General Accounting Transactions & Reporting
• Repeating Transactions
• Reversing Transactions
• Distribution Allocations – direct and percentage based
• Equipment Allocation Transactions
• Bank Reconciliation
• Intercompany Transfers
• Foreign Currency Rates & Transactions
• Import Journal Entries |
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• General Vendor Payables
• Track and Generate Recurring Invoices
• Distribution Allocations – direct and percentage based
• Cash Requirements Reporting
• Vendor Direct Deposit
• 1099 Generation
• Fuel Card Interface for FleetOne/TCH/Comdata/EFS and T-Chek
• Vendor Payables import from Equipment Maintenance
• Automated Vendor charge backs to O/O settlements |
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• Customer Management
• Finance Charges
• Collections Management
• Sales Tax Reporting
• AR Aging & Forecasting
• Customer Sales Analysis
• Customer Payment History
• EDI – Remittance Advice |
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• Full Job Costing with detail by Job, Account and Activity
• Jobs may start at anytime and last indefinitely.
• Job Budget vs. Actual Reporting by Account
• Job Budget vs. Actual Reporting by Activity
• Job – 2 Period Comparison Reporting
• Reporting by Account with Activity Detail.
• Reporting by Activity with Account Detail.
• Summarize Detail by Activity
• Summarize Detail by Account
• Query Transactions
• Transfer Capitalized Expenses
• Transfer Accumulated Costs Between Jobs
• Activity-based costing allows costs to be tracked and reported by task, phase or function ... the level at which decisions are made
• Revenue, expense and work-in-process transactions automatically capture from all modules.
• For reporting and analysis, each job may be classified by up to 4 user definable Class Codes, a Status Code, and up to 3 user definable area/ size quantities. |
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• Add and Maintain Contacts
• Create and Manage interest records |
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• Asset Equipment Listings
• Truck Performance Reporting
• Maintenance Records
• PM Schedules
• Permit/License Expirations
• Fuel Tax Reporting
• Inventory Depletion
• Vendor Sublet work transfers to AP
• O/O, Outside Carrier Repairs transfer to Settlements |
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• Dispatching
• Order Entry
• Recurring Orders
• Load Tracking
• Automated Rating
• Trip Generation
• Resource Location Tracking (Trucks, Trailers, Drivers)
• Container Tracking
• Driving Directions
• Locate Closest Trucks to Loads
• Locate Closest Loads to Trucks
• Hours of Service Tracking
• Driver Check Calls
• Driver Reminders
• Driver Qualification Expiration Warnings
• Carrier Expiration Warnings
• Customer Credit Limit Warnings
• EDI – Load Tender / Shipment Status
• Bar Coding
• Signature Capture
• Carrier Confirmations
• Customer Confirmations
• Freight Bill Invoicing
• Consolidated Invoicing
• Automated Rating
• Unbilled Load Reporting
• Gross Margin by Load/Customer Reporting
• Revenue Analysis
• Pallet Tracking
• Credit Card Authorization
• EDI - Invoicing |
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• Departmental Financials
• Consolidated Financials
• Comparative Financials
• Budget to Actual Reporting
• Ratio Analysis
• Trend Reporting |
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• Identity Entry
• Create Topic Codes
• Create Purpose Codes
• Create Layout Data Entry
• Activity Entry/Management
• Identity/Topic/Activity Reporting
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• Generate Customer Billing Miles
• Generate Driver Pay Miles
• Generate Fuel Tax Trip Miles |
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• Full Inventory Management
• Item Location Tracking / Reporting
• Reorder Level Tracking / Reporting
• Physical Count/Adjustment Processing
• Inventory Valuation
• Item Kit Codes |
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• Payroll Management
• Time Card Entry
• Start/Stop Time Entry
• Time Card Import
• Guarantee Pay
• Holiday Time Cards
• Special Pay / Bonus Calculations
• Minimum Wage Calculations
• Hourly / Piece Rate / Salary Pay
• Job Work Crew Entry / Reporting
• Advances
• One-Time & Recurring Adjustments
• Unlimited State / Federal Withholdings
• Direct Deposit
• W2 Generation
• Electronic Filing
• New Hire Reporting
• Federal Tax Reporting
• State Tax Reporting
• Unemployment Reporting
• Work Comp Reporting
• Retirement Plan Reporting
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• Point to Point Rating
• Distance/Class/Weight Rating
• Distance/Weight Rating
• Distance Only Rating
• Zone/Class/Weight Rating
• Zone/Weight Rating
• Zone to Zone Rating
• Weight/Zone Rating |
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• Full O/O and Outside Carrier Payables
• Full Advance/Reimbursement Reconciliation
• Process Advances, Deductions, Reimbursements & Misc Pay
• Manage repetitive deductions (Licensing, Insurance, Escrows)
• Track deductions with installment amounts until paid in full
• Aging Reports
• Direct Deposit
• 1099 Generation |
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• Inventory Management
• Item / Lot Tracking
• Item Location Tracking / Reporting
• Reorder Level Tracking / Reporting
• Import Transactions
• Physical Count/Adjustment Processing
• Vendor Item Cross Reference
• Substitute Items
• Customer Price Schedules
• Item Price Codes |
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• Purchase Order Management
• Requisitions
• Generate Reorder Records
• Inventory Receipts/Credits
• Non-Inventory Receipts/Credits
• Item Backorder Management
• PO Receipts Transfer to AP
• Bar Coding |
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• Sales Order Management
• Update Price on Orders
• Generate PO Drop-Ship Orders
• Delivery Management
• Salesperson Commissions
• Freight Charges
• EDI
• Gross Margin by Item Reporting
• Gross Margin by Customer Reporting
• Customer History
• Consignment Orders
• Customer Deposits
• Shipping Tags and Labels
• Bar Coding
• Signature Capture
• Credit Card Authorization |
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• Transaction Management
• Transaction Staging
• Ownership Transfers
• Item / Lot / Sub-lot Tracking / Transfers
• Transaction Signature Reporting
• Schedule Management
• Inventory Replenishment
• Import Transactions
• Location Transfers / Tracking
• Item Availability Reporting
• Physical Count Processing
• RF – Handheld Interface
• Bar Coding
• Signature Capture
• Labor Tracking
• Pallet Tracking
• EDI
• Storage Charges
• Deferred Handling Revenue
• Repeating Transactions
• Special Action Charges
• Invoicing
• Performance Indicators
• Kit Codes
• Receiving Labels
• Shipping Labels |
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• EDI Import Mapping
• EDI Export Mapping
• ASCII Import Mapping
• ASCII Export Mapping |
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• Form Customization
• Form Builder
• Report Customization
• Report Builder
• Export to Excel
• Export to PDF
• Export to CSV |
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• Contact Entry
• Prospect Entry
• Create Topic Codes
• Create Purpose Codes
• Account Entry/Management
• Opportunity Entry/ Management
• Activity Entry/Management
• Prospect/Account/Opportunity/Activity Reporting
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• Create Foreign Currency Codes
• Enter/Update Foreign Currency Rates
• Process/Translate Foreign Currency Transactions
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• Create Service Units
• Create Charge Codes
• Create Rate Schedules
• Service Request Entry with Priority Coding & Activity Assignments
• Full Service Management Tracking with Detail Tasks & Activities including Time Tracking
• Enter Service Charges
• Generate Repetitive Periodic Billing
• Generate Meter Usage Billing
• Full Invoice Processing
• Complete Service Unit History & Charge History |
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• Process Credit Card Transactions within |
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• FM – Freight Management / FM Web
• OM – Order Management / OM Web
• WM – Warehouse Management / WM Web
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| • Import Fuel Card Charges for National Fuel Card Systems: |
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• Comdata
• TCH
• T-Chek
• EFS
• FleetOne |
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| • Charges Import into Integrated Modules: |
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• AP – Accounts Payable (Vendor Payables)
• SP – Settlements Processing (Settlement Payables)
• EF – Equipment & Facilities (Fuel Tax Reporting) |
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| • Import Funded and Direct Bill Fuel Card Transactions |
| • Import Bulk Fuel Inventory Transactions : |
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• FuelMan
• PetroVend
• MegaTronix
• Flat File Layouts |
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• Calculate Billing Rate Miles Per Individual Customer Settings
• Calculate Payable Miles For Driver Trip Pay
• Calculate Fuel Tax Miles For IFTA and State Mileage Taxes Payable
• Locate Closest Trucks to Loads
• Locate Closest Loads to Trucks
• Calculate ETA from Current Location to Trip Destination
• Mileage Integration Currently Interfaces with |
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• PCMiler
• PCMiler Streets
• Rand McNally
• Prophesy |
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• Send Load Information To Trucks/Drivers
• Receive Load Status/Update Information From Trucks/Drivers
• Current On-Board Communication Interfaces |
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• Smart Phones
• Qualcomm
• PeopleNet |
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• Upload Daily Check Files To Bank for Payment Verification
• Only Checks On The Verification List Are Paid
• Download Daily/Weekly List of Cleared Checks From Bank
• Auto-Reconcile Cleared Checks Received From Bank
• Automated Bank Reconciliation |
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• Receive Customer Orders On-Line
• Receive Sales Orders From Field Sales Persons On-Line
• Allow Current Inventories To Be Viewed On-Line
• Allow Secure and Restricted On-Line Data Access to Customers, Vendors, Employees
• Set up an On-Line Store
• Process Credit Cards On-Line |
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• Remote Data Entry
• Picking/Receiving Processing
• Barcode scanning
• Signature Capture
• Batch or Real-time Processing |
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• Automate FTP uploads/downloads
• Run 3rd Party Applications
• Perform EDI Imports/Exports
• Schedule reports to managers to meet deadlines
• Set up operational reports to trigger when critical data changes
• Schedule tasks to perform during off-peak hours
• Fax reports and forms without printing to paper first
• Email reports and forms without opening your email software. |
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• Select & Design the Dashboard Style
• Select & Design the Dashboard Data
• Combine Financial & Operational Information
• Select the Graphical View to Use
• Select the Interval at Which to Refresh the Dashboard Data
• Quickly View Metrics & Statistics on Key Performance Measures
• Enable better Alignment of Operations
• Minimize Business Risks by Identifying Issues Before they Become Problems
• Unify and Analyze Data From Multiple Sources Across the Enterprise in a Single View |
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| Standard Insight Features |
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Insight Applications Server—Security, SQL Server access and utilities, user management, field-level audit control, plug-in connectivity & other system functions. Supports multiple companies using the same or separate databases. |
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Data Dictionary—Allows data labels (field names) to be user defined for use across all screens and reports. Supports an alternative language, if applicable. Allows selection of fields for field-level audit control and event scheduling. |
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End User Screen Designer—Allows screens to be configured to user’s requirements, including field-level security, record retrieval criteria, code lookup criteria, building the “primary” tab with only the required fields, tab order, field visibility, and more. |
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End User Report Designer—Allows user to customize reports and forms based on the standard reports provided with the system. This provides full access to Report Builder® by Digital Metaphors for drag and drop report and form design from the reports screen. |
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Analysis Reports—Allows users to define detailed or summary management reports by selecting the content and layout of the report, statistics to include and what data to select. |
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Event Scheduler—Automatically prints, faxes or e-mails a report or form based upon a schedule or a defined event occurring. Similarly provides for an alert to be generated. Allows selected programs to be automatically run based on a user defined schedule. |
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Help Tools—Provides context sensitive (F1) help within screens, a generalized contents search capability, and printable documentation in .PDF format. |
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Release Notes—Allows upgrade notes to be displayed and reviewed by version. This provides information on the changes incorporated in each new version. |
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SentryFile – Document Management System |
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Create, manage and store paper & electronic documents in your own digital library. Retrieve needed documents from within any virtually application by using a hotkey. Email, fax or print retrieved documents and create binders, bookshelf, add notes, attachments, append, modify and delete documents based on the security level of the user.
Easily integrate your paper documents by using any Twain, Scan-To-Email, Scan-To-FTP or Scan-To-Folder compatible scanning devices. Don't stop at paper documents! Upload electronic files such as Microsoft Office, Audio, Video and virtually any other file format. SentryFile simplifies management with an ultra intuitive graphical user interface and is written in industry standard ASP.net (Active Server Pages) to ensure ultimate performance and future compatibility.
Instantly Deploy with SentryFile's Web-Based Interface
SentryFile's 100% Web-Based graphical user interface means that deployment across your organization is easy. This means fewer steps for your IT staff, and a smoother implementation.
SentryFile Professional and Small Business Editions excel at meeting the needs of small and midsize businesses that want to protect their valuable paper-based documentation. While the highly scalable SentryFile Corporate and Enterprise Editions are ideal for large organizations that want a simple and effective way to distribute documentation across the office, or across the world.
Automated Document Capture with ZoneOCR, Barcode and Database Lookup Capabilities
SentryFile's AutoCapture feature (Corporate and Enterprise Editions only) allows completely automated document capture for your business documents. Utilize the highly accurate Barcode and ZoneOCR capabilities capture information from your documents automatically. Populate index fields by performing database lookups against existing data repositories.
SentryFile is offered in four different editions. The core values of SentryFile (Web-Based, PDF, OCR, Zone OCR and Unlimited Users) are ever present in all editions of SentryFile. The SentryFile editions are:
Professional Edition
An entry level solution which is great for small projects. Includes all the basics of a document management system with a smaller capacity to maintain attractive pricing.
Small Business Edition
Designed for a small business or as a departmental solution in a larger organization. SentryFile Small business includes all the essentials of a document management system at a very attractive price.
Corporate Edition
Designed with additional productivity features to ease the management of a large number of users and added features that increase efficiencies in a larger organization. Includes AutoCapture, SentryFile's automated document capture engine.
Enterprise Edition
Optimized for enterprise-wide document management tasks. Includes features that will allow SentryFile to scale up to even the largest sized organization’s needs. Includes AutoCapture, SentryFile's automated document capture engine. |
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Feature |
Trial Edition |
Professional Edition |
Small Business Edition |
Corporate Edition |
Enterprise Edition |
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Number of Users |
Unlimited |
Unlimited |
Unlimited |
Unlimited |
Unlimited |
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Maximum Cabinets |
3 |
3 |
10 |
25 |
Unlimited |
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OCR |
YES |
YES |
YES |
YES |
YES |
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Zone OCR |
YES |
YES |
YES |
YES |
YES |
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Thumbnails |
YES |
YES |
YES |
YES |
YES |
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Convert to PDF |
YES |
YES |
YES |
YES |
YES |
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Print to PDF |
YES |
YES |
YES |
YES |
YES |
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HotKey Search Integration |
YES |
YES |
YES |
YES |
YES |
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Custom Usage License |
YES |
YES |
YES |
YES |
YES |
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Scan-To-FTP Support |
YES |
YES |
YES |
YES |
YES |
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Scan-To-Email Support |
YES |
YES |
YES |
YES |
YES |
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Twain Scanning |
YES |
YES |
YES |
YES |
YES |
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Full-Text Search |
YES |
YES |
YES |
YES |
YES |
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Index Search |
YES |
YES |
YES |
YES |
YES |
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Quick Search |
YES |
YES |
YES |
YES |
YES |
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Personal Bookshelf |
YES |
YES |
YES |
YES |
YES |
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Saved Searches |
YES |
YES |
YES |
YES |
YES |
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System Messages |
YES |
YES |
YES |
YES |
YES |
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User Groups |
YES |
YES |
YES |
YES |
YES |
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Upload Electronic Files |
YES |
YES |
YES |
YES |
YES |
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Document Binders |
YES |
YES |
YES |
YES |
YES |
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Active Directory Authentication |
YES |
YES |
YES |
YES |
YES |
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Retention Schedules |
YES |
NO |
NO |
YES |
YES |
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Automatic Document Capture (AutoCapture) |
YES |
NO |
NO |
YES |
YES |
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Price |
FREE for 30 Days |
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Contact Us for a Quote |
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| DDL – Driver’s Daily Log – Driver Version |
| Drivers Daily Log is a complete log book program for the commercial vehicle driver. Violations are noted in color with easy to read descriptions and FMCSA references. |
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The Driver’s Daily Log program implements the requirements of the Federal Motor Carrier Safety Regulations (FMCSR) PART 395 - HOURS OF SERVICE OF DRIVERS. The program is updated as needed and always contains the most current Federal DOT interpretations. Our subscription service, sold with every DDL program, ensures your access to the most current programs to continually meet the demands for Hours of Service compliance.
The Driver’s Daily Log software produces the Driver's Record of Duty Status (RODS) - the Log Book, electronically. The program takes the power of the computer and applies a convenient duty status data entry grid, displays that data in the "classic" Driver's Daily Log format, and prints the log pages, signature-ready, for submission to the motor carrier and if necessary, enforcement personnel.
Download a Free Trial:
We encourage you to download a free trial of the software. Simply click the link below, choose the program version and run the installation program. At the end of the installation process you will be presented with an Installation ID. Please email the Installation ID to us and an activation code will be sent to you. Our staff is ready to assist you with any questions you may have. Please Contact Us with any questions you may have.
Click here for our download page. |
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| DDL iTruck Log Auditing – Motor Carrier Version |
| DDL iTruck Log Auditing contains all of the log book features of the Drivers Daily Log Program, with the added requirements the log auditing clerk and Safety Department needs for managing and notifying drivers of hours of service violations. |
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DDL iTruck Log Auditing supports 16 different rules sets, including the most common intrastate rules for Florida, California, Alaska, Washington, Texas and Illinois, with 40 options to choose from, and 15 sub-options for Canadian Drivers. If unique rule sets present themselves and you do not find the solution within our product, please contact us to review your needs. Serving you is our number one priority. Our subscription service, sold with every DDL iTruck Log Auditing program, ensures your access to the most current programs to continually meet the demands for DOT Hours of Service compliance.
DDL iTruck Log Auditing is priced based on the number of drivers to be audited by the company, offering lower rates to companies with 4 or fewer drivers and a graduated pricing schedule for companies with 10, 30, 50 and unlimited drivers. Upgrading is seamless. Simply start with the driver level you currently have today and pay the difference in price to increase the number of drivers as your company grows.
Download a Free Trial:
We encourage you to download a free trial of the software. Simply click the link below, choose the program version and run the installation program. At the end of the installation process you will be presented with an Installation ID. Please email the Installation ID to us along with the number of drivers you would like to audit during the trial period and an activation code will be sent to you. Please Contact Us with any questions you may have or Request a Demo
Click here for our download page. |
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| DDL iTruck Log Auditing – Enforcement Version |
| The DDL iTruck Log Auditing software is an effective program for Government Enforcement Officials involved in the roadside, scale house and on-site Compliance Safety Review audits. DDL iTruck Log Auditing is the log auditing software of choice for a respected number of states/provinces, auditing carriers for FMCSA compliance. |
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The DDL iTruck Log Auditing program implements the requirements of the Federal Motor Carrier Safety Regulations (FMCSR) PART 395 - HOURS OF SERVICE OF DRIVERS. The program is updated as needed and always contains the most current Federal DOT interpretations. DDL iTruck Log Auditing supports 16 different rules sets, including the most common intrastate rules for Florida, California, Alaska, Washington, Texas and Illinois, with 40 options to choose from, and 15 sub-options for Canadian Drivers. If unique rule sets present themselves and you do not find the solution within our product, please contact us to review your needs.
Our subscription service, sold with every DDL iTruck Log Auditing program, ensures your access to the most current programs to continually meet the demands for Hours of Service compliance.
Download a Free Trial:
We encourage you to download a free trial of the software. Simply click the link below, choose the program version and run the installation program. At the end of the installation process you will be presented with an Installation ID. Please email the Installation ID to us along with the number of drivers you would like to audit during the trial period and an activation code will be sent to you. Please Contact Us with any questions you may have or Request a Demo.
Click here for our download page. |
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| iTruckFT – Fuel Tax |
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The iTruck Fuel Tax program is a comprehensive fuel tax reporting program. The iTruck Fuel Tax program produces the IFTA Report, State Mileage Tax Reports as well as per Truck charge back reports required for monthly, quarterly, annual and prorate filings. |
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Trip entry in the iTruck Fuel Tax program allows for detailed fuel & mileage entry as well as revenue and expense recording for those looking for gross margin trip profitability.
Click to view Sample Trip Entry Sample Screens
The iTruck Fuel Tax program produces management and performance reports for Miles/Gallon, Deadhead %’s, Fuel Cost/Gallon and Fuel Cost/Mile on a per Truck, Trailer and Driver basis.
Click to view Sample Management Reports
The iTruck Fuel Tax program is available with a graduated pricing schedule for companies with 3, 8 and unlimited trucks. Upgrading is seamless. Simply start with the truck level you currently have today and pay the difference in price to increase the number of trucks as your company grows.
Updates for this program for existing users are available via our Downloads page.
Comprehensive Fuel Tax Reporting is also available as a part of our Insight Integration Solutions program. Contact Us or Request a Demo for a full program review. |
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