Account Settings
|
Field |
Description |
|
Account Id |
Enter the account ID for this integration. |
|
Active |
Check this box to set the account as active. |
|
Company |
Select which Ditat company to use for this integration. |
|
Notification group |
Select the group that should receive notifications related to this integration. |
|
Description |
Enter a description for this account. |
|
Delete file after download |
Check this box to delete the file from the SFTP folder after it has been downloaded. |
|
URL |
Enter the URL for this SFTP connection. |
|
Port |
Enter the port for this SFTP connection. |
|
User name |
Enter the username to connect to the SFTP folder. |
|
Password |
Enter the password to connect to the SFTP folder. |
|
Outgoing folder |
Enter the outgoing folder path if one is used. |
Note: For PrePass, the Account ID, username, and outgoing folder should all match the username that PrePass sends over.
Advanced Import Settings
|
Field |
Description |
|
Pest Pass Advance Type |
A predefined list of advance types that PrePass may send over for your account. These types are set by PrePass and cannot be modified. |
|
Advance Type |
Select the Ditat advance type to link to this PrePass advance type. |
|
Import |
Check this box to import this advance type when advances are imported. |
|
Export as Expense |
Check this box to export this advance type to your accounting software when the batch is posted. |
|
Deduct from company driver |
Check this box to mark this advance type for deduction from a company driver by default. |
|
Deduct from carrier |
Check this box to mark this advance type for deduction from a leased driver by default. |
Linking Tolls in Ditat
Ditat uses the following logic to link PrePass toll advances to trucks and drivers:
-
Ditat checks Reference Field 1 from the incoming advance. If this matches the Elite Pass or PrePass field on a truck record, that truck will be assigned to the advance.
-
Ditat checks Reference Field 3 from the incoming advance. If this matches a truck, that truck will be assigned to the advance.
-
To link a driver, the truck must be assigned to a driver profile. If the driver is part of a team, they must be set as the main driver.