Compliance Publishing Support
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Affiliate Operations Portal
Affiliate Operations Portal
Getting Started
Customer Management
Manifest System - Pickup and Delivery
Routing & Scheduling
Billing
CPNet
QuickBooks Desktop
PrintNode
New Updates & Improvements
Affiliate Settings
Driver Portal
Routes
Compliance Portal
Getting Started
Training
MSDS / SDS
MyDocs
Safety Plans
Weekly CP System Updates
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Compliance Publishing Support
Affiliate Operations Portal
Affiliate Operations Portal
Getting Started
Customer Management
Manifest System - Pickup and Delivery
Routing & Scheduling
Billing
CPNet
QuickBooks Desktop
PrintNode
New Updates & Improvements
Affiliate Settings
Driver Portal
Routes
Compliance Portal
Getting Started
Training
MSDS / SDS
MyDocs
Safety Plans
Weekly CP System Updates
Affiliate Operations Portal
Getting Started
Affiliate Training - Managing Customers
Affiliate Training - Manifest System Setup
Affiliate Training - Routing & Scheduling
Affiliate Training - Billing
Quick Quote Setup
How to find the Compliance Publishing user manual
How to download a spreadsheet of invoices, manifests, or items/services
Guide to the start of a new year
Affiliate Overview
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Customer Management
What is a Group Administrator?
I have removed Training from a customer's product access, but the customer still has access to Training in the compliance portal.
How do I group training data from multiple customers into one view, report, or spreadsheet?
Where do I go to edit or change the introductory email to customers?
How do I deactivate a customer?
How do I add/remove training credits from a customer?
I am an Affiliate and I need to add more training credits to my pool. What do I do?
How do I run an Active Customer Report?
What do I do if the customer's geolocation is not found?
How do I add multiple manifest email addresses for a customer?
Can I upload completed paper manifests to the customer portal?
Product Access and Suspensions
Customer Settings
Creating a New Customer
As an affiliate, is there a way for me to create a backup of all of my customer data?
How to check on the status of an email, or view a history of the emails that were sent to customers
How to upload customers with a spreadsheet.
How to update information for multiple customers.
How to send login credentials to customers.
How to create contacts for a customer.
How to use manual coordinates to geolocate a customer.
How to send a newsletter to customers.
Control how customers order their training credits.
How to automate training credit orders from customers.
How to use customer reporting groups.
How to add documents related to a customer.
How to run a full report on customer notes.
How to view all notes related to a customer.
How to remove a valid email address from the suppression list.
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Manifest System - Pickup and Delivery
Manifest Item/Service List Guide
What can I do with a medical waste manifest after servicing a customer?
What goes into adding a service type?
What is the best way to handle medical waste mailback customers?
How do I add an item/service to my item/service list?
How do I find a list of items/services with a weight of 0 lbs?
How do I edit a medical waste manifest, or a shredding certificate of destruction?
How do I retrieve a full list of a customer's service pdfs?
How do I update my pickup and delivery item lists?
How do I delete a medical waste manifest, or a shredding certificate of destruction?
How do I view postponed stops?
How do I export a pickup or delivery report to a spreadsheet?
How do I view all of the manifests that have been dropped off for destruction?
How do I view a report on the items delivered to my customers?
How do I view today's pickups?
What is the Pickup Report?
Manifest Item/Service List
Setting Up a Transporter
Setting Up a Truck Location
Setting Up a Treatment Facility
Setting Up a Driver
Setting Up a Truck or Route
Setting Up a Transfer Station
Managing the Email Message Center
Managing Manifest Settings
Getting Started: Pickups & On Truck Report
How do driver instructions and schedule notes work, and how are they different from each other?
What is an Itemized Pickup?
How to consolidate manifests together into one manifest
Where do service notes that drivers enter appear?
How does final treatment of a medical waste manifest work?
How to control signature requirements across service types
How to consolidate individual manifests into one.
What is the service waste type used for?
How to remove manifests from a truck.
How to use the South Carolina and Delaware manifests.
How to combine multiple manifests into one document.
How to postpone a stop and then use that access that information.
NEW TOOLS TO ANALYZE POSTPONED STOPS (11/19/2021)
How to edit a delivery and its documentation.
How to handle hazardous waste.
How to use the manifest spreadsheet exporter.
Why are some manifests not allowed to be edited or deleted?
How to scan and weigh containers.
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Routing & Scheduling
How is route profitability and stop revenue calculated?
Why is the outlined path to take not displayed on a map with a route sometimes?
How does a fixed position on a schedule work?
How does routing work?
How does map positioning of a customer's address work?
How do I schedule a customer?
What is expected stop time?
How do I control the start and stop position of my routes?
How do I print (or email) service calendars for my customers?
How can I view a map of my previous pickups?
How do I print my route sheets?
How does the system handle multiple people editing routing at the same time?
How to reschedule incomplete stops
How to move an entire route to another date and/or truck.
How to use a schedule's action.
How to use the upcoming schedule report.
How to use the Schedules report.
How to use the route backups report.
How to view and send a customer's service calendar.
What happens when multiple schedules for the same customer synch of on the same date?
How to declare a schedule as high priority.
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Billing
How do fee usages work in billing?
How do I track Salesperson commissions?
Having problems with electronic payments?
How do I use a No. of Items/Services Allotted for Calendar Month pickup rule?
How are invoice numbers determined?
How can I set up my company to accept credit card payments?
Can I enter a hard close date for Billing?
Changes to Billing Rules
Uniformly adjusting all prices for a rule or fee
Billing Workflow
Numbers aren't adding up. How do I investigate and fix an incorrect balance due for a customer?
How do we charge a customer per item/service each time it exceeds a certain weight?
What are billing groups?
How do I access previously created combined invoice pdfs?
How do I view a list of customers with a credit balances on their account?
How do I email invoices from the Invoices Report or the Unpaid Report?
How do you add a second email to group billing?
How do I setup Sales Tax?
How do I print a Total Sales report for the month?
Weight warnings in Approve data - 3/7/19
What are the flat fee types?
How do I remove a late fee from an invoice?
Why are my flat monthly fees not showing up when I approve the manifest?
How do I re-send an old invoice to a customer?
What do I do if I Approved a manifest by mistake?
How do I apply payments made by customers via credit card or check to invoices?
How do I run a Group Sales report?
How do I print a receipt for a credit card payment?
Invoice Settings
Electronic Payment Setup
My CPNet partner picked up my customer, but I don't use all of the same items/services. How do I bill the customer?
How does a monthly allotment rule work?
How to view a spreadsheet with all billing rule details
How to suppress all Billing emails to individual customers in a billing group
How to bill a late fee when it is the only customer charge
How to control the delivery method of statements.
How to automatically send past due invoices.
When navigating through billing rules, how do the different views of rules work?
How to apply a payment directly to invoices.
How to approve manifests in groups.
How to view how payments have been attached to invoices.
How to attach manifest and delivery documents to invoices.
How to track billing pricing changes.
How to adjust pricing across an entire rule or fee.
How to view proposed invoices without creating them.
How to send automated emails to customers related to auto suspension.
How to auto suspend customers who are past due.
How to create invoices for a specific service type.
How to add a processing fee to electronic payments.
How to use the Accounts Receivable report.
How to use the payment importer.
What are Unallocated Waste Type Line Item Alerts?
How do I create tiered pricing?
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CPNet
In CPNet, when auto creating a matching customer, why is the Mailing & Invoicing address editable?
How to remove CPNet relationship between two affiliates.
CPNet Introduction
How does the default billing address for CPNet partners work?
How to use the default billing address for a CPNet partner.
How to automatically share information when creating a CPNet customer connection.
How to find and connect with CPNet partners.
As an owner affiliate, how do I pay an invoice from a subcontractor?
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QuickBooks Desktop
How can I copy the Quickbooks Company File location?
How do I install a .QWC file?
PrintNode
How do I install PrintNode?
How do I weigh my items/services with PrintNode?
Which scales are supported by PrintNode?
How to auto accept weight when using a scale.
New Updates & Improvements
How to quickly access key customer information from reports and lists.
Affiliate Settings
How does an affiliate update the "reply to" email address that customers see in their emails?
How does an affiliate update their affiliate company name?
I am an Affiliate, how do I add or remove user IDs for my office staff employees?
How to update the logo on manifest and billing documents, and how to add Compliance Publishing content to your website.
How to control email notifications that affiliates receive.
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