How can I quickly check the balance with a partner?
Step 1: Go to Load carrier management via the pallet icon.
Step 2: Now click on ‘Balance sheet’
Step 3: Use the filter function to select the partner with whom you would like to check the balance. The overview is then updated automatically.
Tip: Create customised balance report thanks to filter functions
Filter the balance sheet with just a few clicks and create exactly the overview you need.
How can I export a balance sheet/balance as a PDF and share it with my supply partner?
Option A: Send balance report directly from TradeLink
Go directly to ‘Share balance sheet’ via the Balance sheet page
If you click on ‘Share balance’, an input mask opens in which you can select by location, period, etc. Optionally, you can click on ‘Send email copy to me’ to receive a confirmation that the report has been sent.
Before the balance is sent, a preview opens for you to check.
Please note: Invite the user responsible for load carrier management at the partner company beforehand
Option B: Download balance report as PDF and send by email
Go to the three-dot menu and select ‘Download report’.
In your downloads you will find the account statement as a PDF and can send it as an attachment.
The person who downloaded the report is automatically saved as the contact person.
Example balance report:
How can I check which partner owes me the most load carriers?
Open the balance sheet view and sort the balance in descending order by clicking on the column title ‘Balance’ on the far right.
