• Creating Revenue Items

  Revenue service items can be managed easily with Pegasys. These items can be created, deleted, and edited within seconds. Creating Revenue Items To create a new revenue item, start by navigating your way to the 'Revenue Items' page. To do so, first tap the settings icon on the navigation bar, click 'Company Settings', then select 'Revenue Items' from the left. ![](https://storage.crisp.chat/users/helpdesk/website/cdf40e6b-cd2d-440a-b807-606be7d73879/4b4df7b1-abb7-4d8e-9aaf-eb4bfbec510c.pSome readers

• Updating Company Information

  Up to date information is highly crucial when it comes to transportation businesses. Your company's information can be revised to prevent disorder. Updating Company Settings In order to update information regarding your company, tap the settings icon on the far right of the navigation bar. Next, select 'Company Settings'. Now, changes can be made to your company's name, logo, location, as well as contact information. ![](https://storage.crisp.chat/users/helpdesk/website/cdf40e6b-cd2d-440Few readers

• Editing Revenue Items

  Editing Revenue Items To edit a revenue item, tap the yellow edit icon that corresponds with the item you would like to edit. Then, after all desired changes have been made, click 'Save'.Few readers

• Changing Home Currency

  Did you know Pegasys is the only TMS that offers global currency support? Changing Home Currency To change your home currency, click the settings icon, and tap 'Company Settings'. Use the drop-down menu labelled 'Home Currency', and select the currency you would like.Few readers

• Creating Equipment Types

  Creating a New Equipment Type To create a new equipment type, start by going to the 'Equipment Types' page. To reach that page, tap the settings icon on the navigation bar, click 'Company Settings', then select 'Equipment Types' from the choices on the left. When the 'Equipment Types' page has been attained, click on the 'Create' button that is below the heFew readers

• Creating Package Types

  Freight can carry various kinds of packages such as crates, skids, boxes, or bundles. Creating a New Package Type In order to create a new kind of package, start by navigating to the 'Package Types' page. This can be done by tapping the settings icon, selecting 'Company Settings', and clicking 'Package Types' from the options on the left. Once at the 'PacFew readers

• Deleting Financial Accounts

  Deleting Financial Accounts Financial accounts that are no longer needed can be deleted by clicking the red delete icon that correlates with the record you would like to remove. Once the 'Delete Account' pop-up appears, press 'Yes' to confirm that you would like to delete the record.Few readers

• Shipment Settings

  Editing Shipment Settings To edit shipment settings, navigate to the 'Shipment Settings'. To do so, tap the settings icon on the navigation bar, click 'Company Settings', then select 'Shipment Settings' from the options on the left. Once at the correct page, make any desired changes. Once the edits have been made, be sure to click the 'Save' button which isFew readers

• Dispatch Settings

  In Pegasys, your default dispatch settings can be changed to match what you prefer. Doing so is simple, and makes things far more efficient. Editing Dispatch Settings In order to edit your default dispatch settings, go to the 'Dispatch Settings' page. This page can be reached by clicking the settings icon, tapping 'Company Settings', then selecting 'Dispatch Settings' from the options located on the left. ![](https://storage.crisp.chat/users/helpdesk/website/cdf40e6b-cd2d-440a-b807-606be7dFew readers

• Deleting Revenue Items

  Deleting Revenue Items To delete an existing revenue item, start by navigating your way to the 'Revenue Items' page. To do so, first tap the settings icon on the navigation bar, click 'Company Settings', then select 'Revenue Items' from the left. Next, simply tap the red delete icon next to the item you wish to remove. Then, click 'Yes' to confirm that you wFew readers

• Adding Currencies

  Pegasys is the only transportation management software that offers global currency support. Here is how you can add another currency. Adding Currencies Firstly, make your way to the 'Currency' page. This can be done by clicking the settings icon on the navigation bar, tapping 'Company Settings', then selecting 'Currency' from the options located on the left. ![](https://storage.crisp.chat/users/helpdesk/website/cdf40e6b-cd2d-440a-b807-606be7d73879/5048813f-e0d9-478d-8473-532c89d3d093.pngFew readers

• Creating Expense Items

  Expense items are used when creating expense lines. Any kind of expense item can be added, based on what your company requires. Creating Expense Items In order to create a new expense item, navigate to the 'Expense Items' page. To reach that page, tap the settings icon on the navigation bar, click 'Company Settings' on the drop-down menu, then select 'Expense Items' from the options that are located on the left. ![](https://storage.crisp.chat/users/helpdesk/website/cdf40e6b-cd2d-440a-b80Few readers

• Creating Financial Accounts

  With Pegasys, you can create different financial accounts to help manage your financial data. Creating Financial Accounts To create a new financial account, start by opening the 'Accounts' page. This page can be reached by clicking the settings icon on this navigation bar, selecting 'Company Settings', and then tapping 'Accounts' from the list on the left.Few readers

• Deleting Equipment Types

  Deleting an Equipment Type To remove an equipment type, start by going to the 'Equipment Types' page. To reach that page, tap the settings icon on the navigation bar, click 'Company Settings', then select 'Equipment Types' from the choices on the left. Next, simply click the red 'Delete' button that correlates with the type you wish to remove. Confirm this aFew readers

• Deleting Expense Items

  Deleting Expense Items To delete an existing expense item from the 'Expense Items' list, simply click the red delete icon that corresponds with the record you wish to remove. Then, press 'Yes' to confirm that you would like to delete the record.Few readers

• Updating Equipment Odometer from the Trip Mainfest

  Creating Equipment Odometer record help with accurate Equipment Maintenance. These can be manually created by admin staff or updated through the Electronic Trip Manifest by your drivers. Enable Odometer Functionality for Driver Click Company Setting (top-right gears). Click Document Settings from the left settings nav-bar Click Trip Manifest Ensure that Show Odometer is set to Yes Click Save Updating Odometer from the Electronic Trip Manifest EFew readers

• Editing Expense Items

  Editing Expense Items To edit the information of an existing expense item, navigate to the 'Expense Items' page. To reach that page, tap the settings icon on the navigation bar, click 'Company Settings' on the drop-down menu, then select 'Expense Items' from the options that are located on the left. Once there, tap the yellow edit icon alongside the record yFew readers

• Deleting Taxes

  Deleting Taxes In order to delete an existing tax record, start by tapping the settings icon located on the right side of the navigation bar. From there, tap 'Company Settings', then, select 'Taxes' from the options located on the left. Next, click the red delete icon alongside the record you wish to remove. Then, tap 'Yes' on the pop-up to confirm the deletion. ![](https://storage.crisp.chat/users/helpdesk/website/cdf40e6b-cd2d-440a-b807-606be7d73879/e8256776-b368-41bd-bf77-053f35859e62.Few readers

• Deleting Package Types

  There are many kinds of packages freight may carry including boxes, bundles, crates, and more. Pegasys helps you manage the different types for your transportation business. Deleting Package Types To delete an existing package type, start by navigating to the 'Package Types' page. This can be done by tapping the settings icon, selecting 'Company Settings', and clicking 'Package Types' from the options on the left. ![](https://storage.crisp.chat/users/helpdesk/website/cdf40e6b-cd2d-440a-bFew readers

• Editing Financial Accounts

  Want to change the information on a financial account? This article will break down how to do just that. Editing Financial Accounts To edit a financial account, start by opening the 'Accounts' page. This page can be reached by clicking the settings icon on this navigation bar, selecting 'Company Settings', and then tapping 'Accounts' from the list on the left. ![](https://storage.crisp.chat/users/helpdesk/website/cdf40e6b-cd2d-440a-b807-606be7d73879/cca951c0-c17f-4ad6-978c-4bd8e343f7df.pnFew readers

• Resetting Your Password

  Have you forgotten the password to your Pegasys account? Or do you wish to create a new one? Resetting passwords can be done within minutes, so you can focus on what matters most to you. Resetting Passwords In order to reset your password, tap the 'Log In' button located in the top right. Then, click on 'Forgot your password?'. On the pop-up, enter the email that is associated with your account, so the password reset link can be sent to you. When you receive the email, click the text thatFew readers

• Updating your Billing Information

  It is crucial to keep you billing information up to date. Pegasys allows you to update your information efficiently, and also adjust your user quantity. Adjusting User Quantity Adjusting the number of users you have allocated towards your subscription can be done from the 'Billing Information' page. Navigate to this page by tapping the settings icon, clicking 'Company Settings' from the drop-down menu, and selecting 'Billing Information from the left column of options. ![](https://storageFew readers

• Document Settings

  Pegasys allows you to modify documents including Invoice Documents, Bill of Lading Documents, Trip Manifest Documents, as well as Load Confirmation Documents. Variables allow you to send these documents without altering the details each time. Editing Document Settings In order to modify the default settings, start by making your way to the 'Document Settings'. To reach the correct page, click the settings icon on the top navigation bar, select 'Company Settings' from the drop-down menu, theFew readers

• Editing Taxes

  Editing Taxes To edit a tax record, start by tapping the settings icon located at the right side of the top navigation bar. From there, tap 'Company Settings' and select 'Taxes' from the options located on the left. Use the yellow edit icon next to the record to make your changes. Once the edit pop-up appears, and your edits have been made, tap 'Save'.Few readers

• Email Settings

  Email settings can be managed to personalize the emails that are sent from within Pegasys. The settings will be saved as default for all emails that are sent. Default CC The default CC setting can be switched off from the 'Email Settings' page. To get there, first tap the settings icon on the navigation bar. From there, select the first option, 'Settings'. Next, switch the 'Yes' to 'No' under the 'Default CC' field. This will allow you to compose your own CC list. ![](https://storage.crFew readers

• Enabling Currencies

  Pegasys is the only transportation management software that provides global currency support. Certain currencies can be enabled for ultimate capability. Enabling Currencies To enable a certain currency, first click the settings icon on the navigation bar, then select 'Company Settings'. Once there, go to the 'Currency' heading located on the left. On the 'Few readers

• Disabling Currencies

  Pegasys is the only TMS that offers global currency support. You are able to disable certain currencies to ensure optimal capability. Disabling Currencies To disable a specific currency, click the settings icon on the navigation bar, then select 'Company Settings'. Once there, go to the 'Currency' heading located on the left. From the list, click the red 'Few readers

• Creating Taxes

  In Pegasys, managing taxes is another one of the many things that can be done without difficulty. Taxes can be created for any individual in the company, for any rate. Creating Taxes To create a new tax record, start by tapping the settings icon located at the right side of the top navigation bar. From there, tap 'Company Settings'. Then, select 'Taxes' from the options located on the left. Next, press the 'Create' button, fill in all of the information. Once all of the fields are filled, cFew readers

• Uploading your Company Logo

  Your Company Logo will appear on all of your Documents and public facing documentation to your business contacts. Uploading your company is very easy! Uploading your company logo Click the gears on the right of the Navigation bar Select Company Setting The first screen that appears will have all of your company information available You will see a button for Change Logo or Upload Logo along the top Select your company logo will file from your file explorer 6Few readers

• Dark Theme

  Dark Theme Good news — Pegasys now has a built-in dark theme! There's no longer any need for a browser extension. Dark mode is baked right into the app, works cleanly across the Pegasys UI, and remembers your choice every time you log in. Turning it on takes just a couple of clicks. Don't worry, it's very easy! Switching to dark mode Look to the top-right corner of Pegasys and click the Settings (⚙️ cog) menu. In the dropdown, click Dark Mode. That's it — the appFew readers