Solutions

The Insight Integrated Solution is a completely integrated system giving you the ultimate tools to grow your business.

 

Insight Integrated Solutions

The Insight Integrated Solution is a totally integrated, single source code product from operations through accounting. Our integrated solutions require less effort to manage vs. products made up of separate software packages, by separate manufacturers, marketed as integrated systems.

Our Technology

Dashboards

  • 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
Previous
Next

XM-XML/EDI Technology

  • EDI Import Mapping
  • EDI Export Mapping
  • ASCII Import Mapping
  • ASCII Export Mapping
Previous
Next

On-Board Communications

  • Send Load Information To Trucks/Drivers
  • Receive Load Status/Update Information From Trucks/Drivers
  • Current On-Board Communication Interfaces
  • Smart Phones
  • Qualcomm
  • PeopleNet
Previous
Next

Task Agent

  • 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.
Previous
Next

RF/Handheld Devices

  • Remote Data Entry
  • Picking/Receiving Processing
  • Barcode scanning
  • Signature Capture
  • Batch or Real-time Processing
Previous
Next

Document Management

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. Sentry File 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.

Previous
Next

Report Builder

  • Form Customization
  • Form Builder
  • Report Customization
  • Report Builder
  • Export to Excel
  • Export to PDF
  • Export to CSV
Previous
Next

Web Interfaces

  • 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
Previous
Next

Positive Pay Interfaces

  • 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
Previous
Next

Mileage Interfaces

  • 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
  • PCMiler
  • PCMiler Streets
  • Rand McNally
  • Prophesy
Previous
Next

Fuel Card Interfaces

  • Import Fuel Card Charges for National Fuel Card Systems:
  • Comdata
  • TCH
  • T-Chek
  • EFS
  • FleetOne
  • Charges Import into Integrated Modules:
  • AP – Accounts Payable (Vendor Payables)
  • SP – Settlements Processing (Settlement Payables)
  • EF – Equipment & Facilities (Fuel Tax Reporting)
  • Import Funded and Direct Bill Fuel Card Transactions
  • Import Bulk Fuel Inventory Transactions:
  • FuelMan
  • PetroVend
  • MegaTronix
  • Flat File Layouts
Previous
Next

Credit Card Interfaces

  • Process Credit Card Transactions within
  • FM – Freight Management / FM Web
  • OM – Order Management / OM Web
  • WM – Warehouse Management / WM Web
Previous
Next

Our Solutions

Accounting Module

  • 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
Previous
Next
  • Accounting Module
  • Accounts Payable

    • 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
    Previous
    Next
  • Accounts Payable
  • Accounts Receivable

    • Customer Management
    • Finance Charges
    • Collections Management
    • Sales Tax Reporting
    • AR Aging & Forecasting
    • Customer Sales Analysis
    • Customer Payment History
    • EDI – Remittance Advice
    Previous
    Next
  • Accounts Receivable
  • Cost Accounting

    • 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.
    Previous
    Next
  • Cost Accounting
  • Contact Management

    • Add and Maintain Contacts
    • Create and Manage interest records
    Previous
    Next
  • Contact Management
  • Equipment & Facilities Mgmt.

    • 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
    Previous
    Next
  • Equipment & Facilities Mgmt.
  • Freight Management

    • 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
    Previous
    Next
  • Freight Management
  • General Ledger

    • Departmental Financials
    • Consolidated Financials
    • Comparative Financials
    • Budget to Actual Reporting
    • Ratio Analysis
    • Trend Reporting
    Previous
    Next
  • General Ledger
  • Human Resources

    • Identity Entry
    • Create Topic Codes
    • Create Purpose Codes
    • Create Layout Data Entry
    • Activity Entry/Management
    • Identity/Topic/Activity Reporting
    Previous
    Next
  • Human Resources

    Inventory Management

    • 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
    Previous
    Next
  • Inventory Management
  • Parts Inventory

    • Full Inventory Management
    • Item Location Tracking / Reporting
    • Reorder Level Tracking / Reporting
    • Physical Count/Adjustment Processing
    • Inventory Valuation
    • Item Kit Codes
    Previous
    Next
  • Parts Inventory
  • Purchase Orders

    • Purchase Order Management
    • Requisitions
    • Generate Reorder Records
    • Inventory Receipts/Credits
    • Non-Inventory Receipts/Credits
    • Item Backorder Management
    • PO Receipts Transfer to AP
    • Bar Coding
    Previous
    Next
  • Purchase Orders
  • Payroll

    • 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
    Previous
    Next
  • Payroll
  • Order Management

    • 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
    Previous
    Next
  • Order Management
  • Rate Tariffs

    • 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
    Previous
    Next
  • Rate Tariffs
  • Settlement Processing

    • 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
    Previous
    Next
  • Settlement Processing
  • Warehouse Management

    • 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
    Previous
    Next
  • Warehouse Management
http://www.transportdatasystemsinc.com/wp-content/uploads/2015/07/solutions_home_mac-wpcf_351x289.png