# Quanty Docs > Documentation for Quanty, a business system built on tables with AI columns, chat, views and automations, and for its TMS add-on for transport companies. Every page describes what has shipped in the app at app.quanty.ai. Each link below is the Markdown version of a page; the same address without .md is the web page. Every page also exists in Polish and German: put /pl or /de before the path, for example https://docs.quanty.ai/pl/guides/tms-orders.md and https://docs.quanty.ai/de/guides/tms-orders.md. The full text of all English pages is in https://docs.quanty.ai/llms-full.txt. ## Quanty platform Your company’s data in tables, with AI columns, chat, views and automations around it. Overview: https://docs.quanty.ai/platform ### Get started - [Getting started](https://docs.quanty.ai/guides/getting-started.md): Your first steps in Quanty: invitations, signing in with email or Google, the password rule and reset by code, the mandatory two-factor authentication, the welcome tour, Settings Preferences and Account, roles, and what a read-only organization means. - [Home and the sidebar](https://docs.quanty.ai/guides/home.md): Find your way around Quanty: the top bar with the organization switcher, Support, notifications and the avatar menu, every sidebar item and group and when it shows, and the Home page with its composer, Transport today, Workspaces, Recently opened and Announcements. - [Projects, tables and views](https://docs.quanty.ai/guides/workbooks.md): How Quanty files your work: workspaces, folders, projects, tables, views and pages. Creating, moving, duplicating and deleting each, the project rail, members and access, importing and exporting. - [Templates](https://docs.quanty.ai/guides/templates.md): Start from a ready-made table: the 24 templates in six areas, letting Quanty pick one from a sentence, the showcase with its preview, Columns, Documents, Ask AI and About tabs, customizing before you create, and what Use template creates and where. ### Tables and data - [The grid](https://docs.quanty.ai/guides/grid.md): Work in a table like a spreadsheet: the toolbar, the cell bar, typing and pasting, selection and keyboard keys, the cell, row and column menus, Find, Hide fields, Filter and Sort, pages, undo, live editing, import and export. - [The record window](https://docs.quanty.ai/guides/record-window.md): One row of a table as a form: opening it, the three layouts, editing fields, adding a field, comments with mentions and attachments, the history of changes, printing, links and deleting. - [Columns and AI](https://docs.quanty.ai/guides/columns.md): Add and edit columns, choose how a column is filled (by hand, AI or formula), write prompts with @-mentions, pick the model and data source, run, stop and re-run AI columns, what a run costs in credits, comparing models and the pipeline map. - [Column types](https://docs.quanty.ai/guides/column-types.md): Every column type in Quanty: the type picker and its four groups, the settings of each type with their defaults, how its cells are edited, shown and exported, which types AI can fill, the limits, and what happens when you change a type later. - [Formulas and totals](https://docs.quanty.ai/guides/formulas.md): Formula columns that compute from other columns at no cost: writing a formula in the cell bar or the formula creator, drafting one with AI, the functions, the Totals row, formula rows and calculations over selected cells. - [Files](https://docs.quanty.ai/guides/files.md): The Files page: its tabs, views and menus, uploading with its limits and file types, what processing does and its statuses, the previewer, Ask Quanty, folders, stars, Trash, files in tables and the Knowledge base. - [Sharing files](https://docs.quanty.ai/guides/files-sharing.md): Who can open a file: everyone, only you or specific people, view or manage rights, confidential files from conversations, links for people outside the organization with expiry, password and download, the list of shared links and the organization switch. - [Web research](https://docs.quanty.ai/guides/web-research.md): AI columns and sub-sheets that read the live internet: the Data source choice, what each search is built from, the search methods and how Auto picks one, Freshness, Only these sites, Polish registries, researched sub-sheets, Quanty Connect partner sources, what it costs in credits and where each value came from. - [Records (CRM)](https://docs.quanty.ai/guides/records.md): Companies, People and Deals as ordinary tables, and capturing new contacts straight out of a mailbox. - [Cell details, reviews and history](https://docs.quanty.ai/guides/reviews.md): The cell details panel: value, confidence, citations and web sources, approving and rejecting, locking a value as ground truth, refining, the history of the latest runs with restore, and the human review queue. - [Quanty Ghost](https://docs.quanty.ai/guides/ghost.md): Mark sensitive columns as ghost: your team keeps using them inside Quanty, and they are left out of every outbound channel you block. ### Views - [Kanban boards](https://docs.quanty.ai/guides/kanban.md): A Kanban view of a table: creating a board, the board header, lanes, cards and the card menu, customizing cards, files on cards, the record window, sharing, deleting and boards in chat. - [Filtering a board](https://docs.quanty.ai/guides/kanban-filters.md): The quick filters only you see, the saved filter everyone sees, every condition and operator, date windows that move with the clock, describing a filter in words, and finding cards. - [Work items](https://docs.quanty.ai/guides/work-items.md): Turn the rows of any table into work items: keys like ZAD-12, types, priorities, statuses, labels, flags, dates and people, shared by the board, the grid and the record. - [Subtasks, blockers and links](https://docs.quanty.ai/guides/work-items-links.md): Parents and subtasks, the hierarchy view, blockers and the other links between work items, the work details in the record window, and the link chips that show an item wherever its link is pasted. - [Calendar view](https://docs.quanty.ai/guides/calendar.md): Put the rows of a table on a calendar by a date column: creating the view, Day, Week, Month and Agenda, moving events by dragging, rows without a date, view settings and sharing. - [Timeline view](https://docs.quanty.ai/guides/timeline.md): Lay the rows of a table out as bars on a time axis: start and end dates, grouping into rows, zoom from a week to a year, moving bars by dragging, view settings and sharing. - [Document view](https://docs.quanty.ai/guides/document.md): Pages of text next to a table: the page tree, writing with / and @, tables and embeds, comments, live editing with colleagues, page history, styles, Write with AI, export and read-only sharing. - [Fleet map and Map view](https://docs.quanty.ai/guides/map.md): Pin the rows of any table on a map by a latitude and a longitude column: creating the view, pins, colours and arrows, the list, search and filter, rows without coordinates, sharing, and where the TMS fleet map is described. - [Forms](https://docs.quanty.ai/guides/forms.md): Collect new rows from anyone with a link: creating a form, the builder, field types and file uploads, consent and text blocks, the share link, password, branding, what happens after a submission, and the limits. - [Dashboards](https://docs.quanty.ai/guides/dashboards.md): Numbers and charts over your tables: creating a dashboard by hand or with AI, the dashboard page, arranging widgets, pages, filters for readers, refreshing, sharing, editing with chat and the limits. - [Dashboard widgets](https://docs.quanty.ai/guides/dashboards-widgets.md): Every widget of a dashboard and its settings: KPIs with change and trend, ten chart kinds, progress, ranked lists, tables, text, pictures and sections, binding a widget to a table, aggregations, sorting, series and number formats. - [Presentations](https://docs.quanty.ai/guides/presentations.md): Slide decks built from your tables: creating a deck by hand or with AI, the editor, the slide list, presenting, refreshing data, exporting to PowerPoint and PDF, sharing, editing with chat and the limits. - [Slide layouts and themes](https://docs.quanty.ai/guides/presentations-slides.md): Every slide layout and its settings, binding KPIs, charts and tables to a table, Dashboard slides, pictures and background veils, the deck theme with presets, colours and fonts, and the organization theme. ### Chat and AI - [Chat](https://docs.quanty.ai/guides/chat.md): One place for your organization to talk: the Chat page and panel, the list, people and AI told apart, notifications, focus mode, your status, who can see what, how far back messages go, and privacy. - [Channels and direct messages](https://docs.quanty.ai/guides/chat-channels.md): Public and private channels, #general, creating and browsing channels, owners and people, channel settings, picture, privacy, leaving and archiving, and direct messages with one person, a group or yourself. - [Writing messages](https://docs.quanty.ai/guides/chat-messages.md): The message box, mentions, emoji and links to Quanty items, editing and deleting, threads and reactions, files, pictures, videos and voice messages, pinned messages, Files and media, and search. - [Calls and recordings](https://docs.quanty.ai/guides/chat-calls.md): Audio and video calls in channels and direct messages: starting and joining, the call window, screen sharing, devices, how many people per plan, call hours, recording with consent, the transcript and AI summary, what it costs and where it is stored. - [AI assistant](https://docs.quanty.ai/guides/ai-assistant.md): Quanty and your agents in Chat: opening the assistant, the conversation, context, model and mode, internet search, attachments and voice, answers with sources, confirmations, history, Ask AI and mentions in team conversations, and what it costs. - [Tables, files, dashboards and decks from chat](https://docs.quanty.ai/guides/ai-assistant-work.md): What the assistant builds and changes for you: the open table, its rows, columns and views, skills with /, the checklist and steps of longer work, Word, Excel, PowerPoint and other files, and editing the open dashboard, deck or board. - [Agents](https://docs.quanty.ai/guides/agents.md): Chat personas with their own instructions: the Agents page, the built-in Quanty and Wsparcie, creating an agent by hand or with AI, every section of its settings, using agents in Chat, and agent tasks with their budget and activity. - [Skills](https://docs.quanty.ai/guides/skills.md): Reusable instructions the assistant loads when a task calls for them: the Skills tab, writing a SKILL.md, supporting files, import and export, global skills, skills per agent, picking a skill with /, safety and limits. ### Automate and connect - [Automations](https://docs.quanty.ai/guides/automations.md): Let Quanty react to new records, e-mails, WhatsApp messages, KSeF invoices and schedules: the Automations page, templates, building an automation step by step and switching it on. - [Triggers and conditions](https://docs.quanty.ai/guides/automations-triggers.md): Every trigger an automation can start from, with its settings and defaults, the conditions of the If card, and the limits on how often an automation runs. - [Actions](https://docs.quanty.ai/guides/automations-actions.md): The steps under Then: notify people, send an e-mail, a WhatsApp message or an SMS, update or create a record and run AI columns, with their fields, recipients, limits and the values you can insert into a message. - [Testing and run history](https://docs.quanty.ai/guides/automations-runs.md): Test an automation on a real record without sending anything, read its run history and the activity of all automations, why an automation pauses, its limits and what it costs in credits. - [Table triggers and row approval](https://docs.quanty.ai/guides/automations-table-triggers.md): The Triggers panel of a table: add a row for each new Gmail e-mail, run the table on an interval or weekly, cap what it spends, undo a run, and accept or discard rows that wait for approval. - [Integrations](https://docs.quanty.ai/guides/integrations.md): The Integrations page: what is connected, the catalog by category with its statuses and buttons, which plan each integration needs, and SMS, the public registries and telematics. - [Mailboxes](https://docs.quanty.ai/guides/integrations-mailboxes.md): Connect Gmail, another mailbox over IMAP and SMTP, or a Quanty inbox address: who can connect and share a mailbox, what reads it, testing, activity, reconnecting, removing and the limits. - [Google Sheets](https://docs.quanty.ai/guides/integrations-google-sheets.md): Import rows from a Google spreadsheet into a Quanty table on a schedule, or export a table to Google: sharing with the service account, the key column, mapping, preview, approval, activity and undo, and the limits. - [KSeF e-invoices](https://docs.quanty.ai/guides/ksef.md): Connect KSeF and pull your purchase and sales invoices into a table: the environments, the token, the five tabs, the columns and statuses of the rows, the schedule, the KSeF invoice data column, the trigger and disconnecting. - [Sending invoices to KSeF](https://docs.quanty.ai/guides/ksef-sending.md): Issue an invoice to KSeF from a table row: sandbox first, the Sending tab with its switch, table, mapping, seller details, four-eyes and readiness, the three steps Validate, Prepare and Send, approval, statuses, the UPO and what to do when something goes wrong. - [WhatsApp](https://docs.quanty.ai/guides/whatsapp.md): A WhatsApp Business number in Quanty, set up together with us: the WhatsApp page, numbers, message templates, test messages, the trigger and the send step, the 24-hour rule, the AI Secretary on WhatsApp, costs and where the data goes. - [AI Secretary](https://docs.quanty.ai/guides/secretary.md): A voice assistant that answers incoming calls to your own number and writes each call into a table: setting one up, what callers hear, activating it, the call log, call data and its deletion, costs and where the audio goes. - [Secretary settings](https://docs.quanty.ai/guides/secretary-settings.md): Every tab of a secretary's panel: General, Voice, Knowledge, Behaviour, Fields, Notifications and Test, with their fields, limits and defaults. - [Secretary phone numbers](https://docs.quanty.ai/guides/secretary-phone.md): Connect a number you own to the AI Secretary: a SIP account at your VoIP provider or a SIP trunk, forwarding a mobile or landline number with the codes for busy, no answer, unreachable and every call, and moving numbers between secretaries. ### Organization and billing - [Organizations and roles](https://docs.quanty.ai/guides/organizations.md): What an organization is, the roles Admin, Member and Viewer and what each may do, the organization settings with their tabs, creating and switching organizations, team activity, and leaving or deleting an organization. - [Members and invitations](https://docs.quanty.ai/guides/organizations-members.md): The Members tab: inviting people by e-mail, invitations and their 7 days, accepting, seats and the plan limit, changing roles, TMS modules, removing a member with their files passed on, leaving, and support access. - [Security and two-factor authentication](https://docs.quanty.ai/guides/security.md): Two-factor authentication with an authenticator app or SMS, recovery codes, remembered browsers, invite-only sign-up and passwords, who sees which files, links for people outside the organization, where your data is processed, approvals in chat and limits. - [Plans and billing](https://docs.quanty.ai/guides/billing.md): The plans Silver, Gold, Platinum and Custom with their prices, credits, seats, tables, storage and call hours, choosing and changing a plan, monthly or yearly billing, the Billing page, invoices and company details, and what happens when a payment fails. - [Credits and usage](https://docs.quanty.ai/guides/billing-credits.md): What a credit is and how AI work is priced, the model rates, what spends credits, your balance with the monthly allowance and top-ups, extra storage, the credit activity, budgets and spend limits, limit alerts, call hours and the Usage page. ## TMS The transport add-on: orders, operations, pallets, money, the fleet and your people. Overview: https://docs.quanty.ai/tms ### Start - [TMS overview](https://docs.quanty.ai/guides/tms.md): The TMS add-on: getting in, the TMS rail and its counts, search and commands, work tabs, Transport today, My work, Issues, who can do what, settings, reports, sample data and a map of the TMS pages. - [My work](https://docs.quanty.ai/guides/tms-my-work.md): The TMS home page: the ask box, the board of your role with its numbers and charts, the To do list, My vehicles, In the background and the first steps of a new organization. - [Issues](https://docs.quanty.ai/guides/tms-issues.md): The queue of what Quanty found that a person should look at: how issues are raised, the All, Mine and Critical filters, every kind of issue, resolving, dismissing and checking again. - [Who can do what in the TMS](https://docs.quanty.ai/guides/tms-roles.md): Roles in the TMS (viewer, member, admin), the steps only an admin takes, TMS modules that limit what a member may change, the refusals people see, and view only when the plan is unpaid. - [TMS settings](https://docs.quanty.ai/guides/tms-settings.md): Every pane of TMS settings: company and numbering, branches, documents and costs, dunning, credit limits, absences, diets, road cards, own fleet cost, connections, orders from e-mail, API and webhooks, dictionaries, Tables in Quanty and sample data. - [Automatic actions](https://docs.quanty.ai/guides/tms-automations.md): What the TMS does by itself and when it waits for you: every automatic action as When and Then, its modes, defaults and values, what it needs, and the reminder drafts a person approves. - [TMS reports](https://docs.quanty.ai/guides/tms-reports.md): The Reports catalogue: turnover, margin, fleet, drivers, sets, compliance and the carbon footprint; the period and filters, incomplete orders, the Pivot view, Excel and CSV export, and asking Quanty about a report. - [TMS in chat](https://docs.quanty.ai/guides/tms-chat.md): Ask the assistant about orders, fleet, pallets and money in your own words: where to ask, what it sees of your page, what it can find and report, what it never reveals, and the rules that keep it safe. - [Changes through chat](https://docs.quanty.ai/guides/tms-chat-actions.md): What the TMS assistant changes at once, what waits for your approval card, and what always stays a person's step; the approval card, records left out, expiry, and the steps that never go through chat. - [TMS next to your existing system](https://docs.quanty.ai/guides/tms-existing-tms.md): Run Quanty next to Marcos TMS: the connection card, recent fetches, what is copied and how often, origin marks, what Quanty does not send during the parallel run, invoices and KSeF, and Quanty working alone. - [Differences with Marcos TMS](https://docs.quanty.ai/guides/tms-differences.md): Where Quanty says something else than Marcos TMS: the Differences view, keeping the Quanty value or taking the one from Marcos TMS, records deleted in Marcos TMS, freight from an invoice, and what cannot be taken in one click. - [Bringing your data in from files](https://docs.quanty.ai/guides/tms-imports.md): Start the TMS with your history: orders from Excel, CSV or a Marco TMS report, contractors, the old pallet calendar, absences and equipment exported from Marcos, fuel card files and KSeF invoices, with their formats, limits and duplicate rules. ### Orders - [TMS orders and quotes](https://docs.quanty.ai/guides/tms-orders.md): How an order runs in Quanty from the client's request to the money: quotes, the ways an order comes in, statuses, the orders list and the order card, who can do what, and a guide to the eight orders pages. - [Quotes and lanes](https://docs.quanty.ai/guides/tms-quotes.md): Price a client request, get a price suggestion from distance, own cost and lane history, send the quote from your own mailbox, turn a won quote into an order, and read what each lane really paid. - [Creating an order](https://docs.quanty.ai/guides/tms-order-new.md): The four ways to start an order, the order form section by section (client, route, goods, cargo, price, execution), the checks before confirming, reading a client order with AI, and order templates with a schedule. - [Importing orders from a file](https://docs.quanty.ai/guides/tms-orders-import.md): Bring many orders into Quanty from Excel, OpenDocument or CSV, or a Marco TMS report: the preview, the columns, the new clients, carriers, trucks and drivers, the status choice, duplicates and the result. - [Orders from e-mail](https://docs.quanty.ai/guides/tms-orders-email.md): Clients send orders to your address and Quanty reads each one into a draft: setting it up, known senders and the daily limit, the Inbox and its states, the draft banner and its warnings, and who accepts. - [Order price, terms and margin](https://docs.quanty.ai/guides/tms-order-price.md): The freight and its currency, the unit price, the NBP rate and when it is frozen, payment term and skonto, the toll, No invoice, the carrier cost with its terms and expected costs, contract rates, the own-fleet cost estimate and the margin. - [The orders list](https://docs.quanty.ai/guides/tms-orders-list.md): The Orders page: List, Board and Calendar, the tabs, search and filters, which date the date filter reads, your own column layout, the side panel, selecting rows, saved views, Excel and printing the list. - [The order card](https://docs.quanty.ai/guides/tms-order-card.md): One order from confirmation to settlement: the header and its next step, statuses and how they move, the Details, Route and progress, Documents, Settlement and Activity tabs, corrections, claims, notes and reminders, kilometres, cancelling, duplicating and the set check. - [Order printouts](https://docs.quanty.ai/guides/tms-printouts.md): The papers an order prints: the order for the carrier (print, PDF in Polish, English or German, saved in the order documents), the confirmation for the client and the CMR draft, what each holds and where the data comes from. ### Operations - [TMS operations](https://docs.quanty.ai/guides/tms-operations.md): What happens to an order after it is confirmed: planning, sending it to the driver or the carrier, tracking, collecting the documents and the links for outsiders, who does what, the settings that shape it and a guide to the operations pages. - [Planner](https://docs.quanty.ai/guides/tms-planner.md): The planner by tractor: day, week and two weeks, orders, workshop and absences on one line per tractor, assigning orders by dragging, Free now and the map with the nearest free tractors. - [Sending orders to drivers and carriers](https://docs.quanty.ai/guides/tms-dispatch.md): Send an own-fleet order to the driver by WhatsApp or SMS and follow the thread, e-mail an order to the carrier with its PDF and confirmation link, the carrier checks when you assign, confirmations and declines, costs and limits. - [Tracking and the vehicle board](https://docs.quanty.ai/guides/tms-tracking.md): Tracking: the orders on the road with their position, expected arrival and delay, the order on the map, links for the client and the carrier, how the ETA is worked out, and the vehicle board with every tractor live. - [Documents and scans](https://docs.quanty.ai/guides/tms-documents.md): Which documents an order needs and by when, Documents to collect with its urgency and reminders to carriers and drivers, Scans to assign with uploads and drivers' photos, and the documents of one order: adding, accepting, checking with AI, hiding, starring and sending with the invoice. - [TMS links for clients, carriers and drivers](https://docs.quanty.ai/guides/tms-links.md): The four links outsiders open without an account: who each is for, what it shows, how long it works, how to make, extend and revoke it, when it stops working, and who can make it. - [The carrier's page](https://docs.quanty.ai/guides/tms-carrier-link.md): What a carrier sees on its link and does there: confirm the order with the truck and the driver, decline it, enter actual times, send documents and the invoice, write about the invoice, and how long the link works. - [Pages for the client](https://docs.quanty.ai/guides/tms-client-link.md): The two pages a client opens without an account: the tracking page of one order, and the client's page with its orders, documents and invoices. Making the links, e-mailing them, which documents the client sees and what it never sees. - [The driver's page](https://docs.quanty.ai/guides/tms-driver-link.md): The page your own driver opens on the phone: his orders from yesterday to three days ahead with every stop, I am here and I am leaving, document photos and expenses. Making the link and the QR code. - [Telematics (GPS)](https://docs.quanty.ai/guides/telematics.md): Connect your telematics: the providers, how positions reach Quanty, where they show, who can see them, drivers and working times, and the pages that cover each part. - [Connecting telematics](https://docs.quanty.ai/guides/telematics-connect.md): Connect Eurowag, Inelo GBOX, Webfleet, Samsara or Frotcom: what each provider asks for, the four steps of the wizard, the connection row with its states and actions, rotating a token, sync history and the errors you may see. - [Your own system (API)](https://docs.quanty.ai/guides/telematics-api.md): Send vehicle positions to Quanty from a telematics Quanty does not read itself: the connection, the API key with Telematics: sending, the request, its fields and limits, how vehicles are matched, and the answers. - [Positions and the fleet map](https://docs.quanty.ai/guides/telematics-positions.md): Where telematics positions show: the fleet map and its filters, a vehicle up close with its route, assigning a company car to a person, the Vehicles table a connection writes, position history, offline vehicles and who can see what. - [Telematics in the TMS](https://docs.quanty.ai/guides/telematics-tms.md): What the TMS does with telematics: linking the fleet and the people, ETAs from the truck, stops ticked off from GPS, real kilometres, road cards, long stops and border crossings, the odometer, and drivers working times. ### Pallets - [Pallets overview](https://docs.quanty.ai/guides/tms-pallets.md): How pallet exchange works in Quanty: entries, pallet types, surplus and shortage, planned and confirmed entries, and a tour of the Pallets page. - [Pallet calendar](https://docs.quanty.ai/guides/tms-pallets-calendar.md): The calendar by truck and day, its views, filters, colours and what every cell means. - [Adding pallet entries](https://docs.quanty.ai/guides/tms-pallets-entries.md): Add entries by hand, type or paste many at once, log a phone call, add a receipt from disk, import your old calendar or create entries from TMS orders. - [Pallet receipts from drivers](https://docs.quanty.ai/guides/tms-pallets-receipts.md): Receipts drivers send on WhatsApp or by e-mail: how Quanty knows the driver, reads the receipt, matches it to the calendar, and who confirms it. - [To check and To do](https://docs.quanty.ai/guides/tms-pallets-review.md): Confirm, correct or reject drivers' messages, sort out discrepancies, chase missing receipts and act on suggestions. - [Pallet balances](https://docs.quanty.ai/guides/tms-pallets-balances.md): Balances of every truck and partner on any day, the history behind each balance, opening stock, settling with a partner, comparing with your own sheet and exporting. - [Pallet settings and tests](https://docs.quanty.ai/guides/tms-pallets-settings.md): The Automatic settings: each step a driver's message goes through and its switch, replies to drivers, test messages and removing test data. ### Money - [TMS clients and carriers](https://docs.quanty.ai/guides/tms-contractors.md): The contractor card: VIES, bank accounts, invoicing terms and the NBP table, reminders, contract rates, documents, credit limits, blocks and archiving. - [The contractor card](https://docs.quanty.ai/guides/tms-contractor-card.md): Every tab of a client or carrier card: data, VIES, account managers, contacts and personal data, orders, money, documents, contract rates and places. - [Invoicing terms](https://docs.quanty.ai/guides/tms-invoicing-terms.md): How a client is invoiced: the payment term and its due date, skonto, the NBP rate and table, the invoice language, how invoices are sent, remarks, automatic drafts, reminders and terms read from notes. - [Credit limits and blocks](https://docs.quanty.ai/guides/tms-credit-limits.md): The Limit and verification tab: what a client owes against its limit, rules and templates, permissions to go over, verification, bank accounts and the VAT white list, insurance, blocks and one-off unblocks. - [TMS invoices and receivables](https://docs.quanty.ai/guides/tms-billing.md): Invoices from orders, sending by e-mail and post, KSeF and its XML file, corrections, dunning, factoring, remittance advice and the accounting export. - [Invoices](https://docs.quanty.ai/guides/tms-invoices.md): Invoices from delivered orders and without an order: the Invoices page, drafts, issuing, numbering, the payment term, foreign currency and the NBP rate, printouts, cancelling and old drafts. - [Sending invoices and KSeF](https://docs.quanty.ai/guides/tms-invoice-sending.md): Send invoices by e-mail one by one or many at once, record originals sent by post, put invoices into KSeF where a person sends them, and check and download the FA(3) XML file for invoices that go to KSeF by hand. - [Corrections](https://docs.quanty.ai/guides/tms-corrections.md): Change an issued invoice with a correction: the dialog, the state after earlier corrections, the difference, numbering, the correspondence address, KSeF and its XML file, and when to cancel instead. - [Receivables](https://docs.quanty.ai/guides/tms-receivables.md): What clients owe you: open and overdue invoices by age, by client and as payments in, recording a payment over several invoices, deductions, factoring payments and remittance advice. - [Dunning](https://docs.quanty.ai/guides/tms-dunning.md): Payment reminders by e-mail or WhatsApp: the reminder steps, the send hour, AI or your own texts, approving drafts, payment promises, pausing, handing an invoice to a collection agency, reminders that did not go out and interest notes. - [Factoring and insurance](https://docs.quanty.ai/guides/tms-factoring.md): Factored clients and invoices, handing invoices to the factor, recording advances, rests and recourses, loading the factor's statement, the factor that collects from your clients, and insured invoices. - [Accounting export](https://docs.quanty.ai/guides/tms-accounting-export.md): The sales VAT register and the register of carriers' cost invoices for your accountant as Excel or CSV, marking documents as exported, the history of exports, JPK_FA, the settings and the accountant's access. - [TMS carrier costs and payments](https://docs.quanty.ai/guides/tms-costs.md): Carrier invoices from KSeF and from the carrier's link, checks and splits, payments in parts, payment batches, letters to carriers, set-off, the bank and the cash desk. - [The cost card](https://docs.quanty.ai/guides/tms-cost-card.md): One carrier invoice on its card: the facts, the matched order and the difference, approving, disputing and rejecting, invoices for several orders, splitting to vehicles, files, the KSeF invoice, messages with the carrier and who did what. - [Paying carriers](https://docs.quanty.ai/guides/tms-payments.md): Paying approved costs: payments in parts, promises and letters to the carrier, transfer batches and the Elixir bank file, acceptance by a second person, the VAT white list and set-off. - [Bank statements](https://docs.quanty.ai/guides/tms-bank.md): Import a statement from your bank, let Quanty suggest which invoices and costs each transfer pays, book suggestions or match by hand, skip what is not yours, and automatic booking of sure matches. - [Cash desk](https://docs.quanty.ai/guides/tms-cash-desk.md): Cash desks in each currency, KP and KW slips, advances for drivers and their return, invoices paid in cash, reversals, printing slips and reading receipts. ### Fleet and people - [TMS fleet and workshop](https://docs.quanty.ai/guides/tms-fleet.md): Vehicles and sets, road cards and the VAT mileage log, groups and guardians, tyres, damages, fuel, equipment and handover, the workshop and the parts store. - [Sets and switching](https://docs.quanty.ai/guides/tms-sets.md): Who drives which tractor with which trailer: the Sets view, switching a set, the set history and corrections, proposals from orders, the driver card and your existing system, and undoing a switch. - [The vehicle card](https://docs.quanty.ai/guides/tms-vehicle-card.md): One vehicle on one page: the header and its actions, the Overview, Health with findings and defect reports, Documents and policies with the AI date reader, deadlines by date or kilometres, Service and costs, and the History. - [Road cards and the VAT mileage log](https://docs.quanty.ai/guides/tms-road-cards.md): The road card of a truck built from GPS, orders, fuel and border crossings: its period, sections and statuses, correcting, closing, reopening and printing; and the monthly VAT mileage log of a car or van. - [Tyres](https://docs.quanty.ai/guides/tms-tyres.md): The tyre register: receiving tyres by serial number or count, where each tyre is, its kilometres, tread and cost per km, mounting, moving, tread checks, retreading, complaints and scrap, the tread threshold and the wheels on the Health tab. - [Damages and warranties](https://docs.quanty.ai/guides/tms-damages.md): Reporting a damage or an accident on a vehicle, reading the accident statement with AI, the insurer, the repair order and the statuses, a driver at fault, and warranties on parts, tyres and repairs with the Warranty claim possible note. - [Fuel](https://docs.quanty.ai/guides/tms-fuel.md): Fuel card files from DKV, E100, Shell, UTA, IDS, Orlen, Eurowag or any CSV or XLSX: how each fill finds its vehicle, duplicates, consumption from full tank to full tank against the norm, fuel norms, unusual fills and their thresholds, card supplier invoices and the environmental fee. - [Equipment and handover](https://docs.quanty.ai/guides/tms-equipment.md): The equipment register of phones, tablets, fuel cards, keys and tools with their numbers, handing equipment over and taking it back with a numbered protocol, signatures, importing an equipment file from Marcos, and the handover protocol of a vehicle. - [The workshop](https://docs.quanty.ai/guides/tms-workshop.md): Service orders on a board or a list: kinds and statuses, downtime, your own and customers vehicles and investments, labour and the timer, parts from the store, settling and the customer invoice, My day for mechanics, fleet costs and the cost summary. - [The parts store](https://docs.quanty.ai/guides/tms-stock.md): Stock items and movements, receiving by hand or from an approved purchase invoice, one issue for several vehicles, people and service orders, returns, stocktakes, the numbered documents and their protocols, the average price and what each person took. - [TMS people, trips and working time](https://docs.quanty.ai/guides/tms-people.md): People and their documents, absences, trips and diets, bonuses and deductions, the scorecard, posting declarations, tachograph files and personal data. - [The person card](https://docs.quanty.ai/guides/tms-person-card.md): One driver or employee on one page: the header and its menu, the Overview, documents and deadlines with the AI date reader, private medical and identity documents, equipment, orders and the set history. - [Absences](https://docs.quanty.ai/guides/tms-absences.md): Absence codes and what they count as, how Quanty counts working days, calendar days and hours, corrections with a reason, the leave balance of the year, the calendar and the month summary, company days off and reading absences from Marcos. - [Trips and diets](https://docs.quanty.ai/guides/tms-trips.md): How Quanty builds the drivers trips from border crossings and orders, the trip window day by day with meals and nights, problems to look at, approving and undoing, advances and receipts, sending the settlement to the driver, and the Diets and trips settings. - [Driver pay](https://docs.quanty.ai/guides/tms-driver-pay.md): The monthly settlement of drivers: the Settlements view, the NBP rate and the payout day, approving ready trips, the Excel for payroll, marking the month as paid, advance returns at the cash desk, bonuses and deductions with their basis, and the Road cards and bonuses settings. - [The driver scorecard](https://docs.quanty.ai/guides/tms-scorecard.md): A driver month by month: fuel against the norm on the stretches he drove alone, damages he caused, documents on time and the bonuses and deductions, and the AI summary for a talk with the driver. - [Posting declarations](https://docs.quanty.ai/guides/tms-posting.md): The Posting view of cabotage and cross-trade by driver and country, the state of each declaration, preparing the missing ones, the data to copy into the IMI portal, typing back the number, the PDF, renewing and withdrawing, and the IMI company data. - [Cabotage, return to base and tachograph files](https://docs.quanty.ai/guides/tms-tachograph.md): The mobility package on the vehicle and the driver: cabotage per country, the operating centre and the return to base, the return home, tachograph downloads of the vehicle unit and the driver card, DDD files, and the working time from telematics. - [Personal data](https://docs.quanty.ai/guides/tms-personal-data.md): What Quanty does with a driver's or employee's personal data: who sees private documents, downloading everything about a person as one file, anonymising, what is erased, what stays, what is refused and what can no longer come back. ## Recipes - [Extract data from PDFs](https://docs.quanty.ai/recipes/extract-from-pdfs.md): Turn a stack of contracts into a table: one row per document, AI columns for the fields, and every value checked against its page. - [Classify inbound email](https://docs.quanty.ai/recipes/classify-emails.md): Turn every e-mail to a Quanty inbox address into a record, let an AI column label it, and notify the right person for each label. - [Sync with Google Sheets](https://docs.quanty.ai/recipes/sync-google-sheets.md): Import new rows from a Google spreadsheet into a Quanty table on a schedule, without duplicates, and run AI columns on what arrives. - [Build a client-ready deck](https://docs.quanty.ai/recipes/build-a-deck.md): Generate a presentation from a table, shape and theme it, and share it by link or as PowerPoint. - [Publish a live dashboard](https://docs.quanty.ai/recipes/live-dashboard.md): Let AI draft a dashboard from a table, shape its widgets and filters, and share a read-only link. - [Write a report from chat](https://docs.quanty.ai/recipes/report-from-chat.md): From a table to a Word report and an Excel file, without leaving chat. - [Research companies with an agent](https://docs.quanty.ai/recipes/agent-research-column.md): Fill a column of company facts from live web research, check every value against its sources, and give your team an agent that researches the same way in chat. - [Clean data with AI formulas](https://docs.quanty.ai/recipes/formula-cleanup.md): Draft a formula in plain language, check it on your real rows and apply it to a column, at no credit cost per row. - [Ask questions across your files](https://docs.quanty.ai/recipes/knowledge-chat.md): Upload a set of documents to Files, decide who sees them, and ask the chat questions answered with citations you can open on the right page. ## API Reference - [API Reference](https://docs.quanty.ai/api-reference.md): The TMS API: read your organization's orders, contractors, vehicles and invoices, and send vehicle positions from your own telematics, with an organization API key. ## Optional - [Cookie policy](https://docs.quanty.ai/legal/cookies.md): docs.quanty.ai sets no cookies for readers and runs no analytics. What the site keeps in your browser, how search works and what happens when you open a page in an AI tool. - [Disclaimer](https://docs.quanty.ai/legal/disclaimer.md): What the Quanty docs are and are not: how they follow the product, why your screens can differ, sample data in screenshots, no legal or tax advice, and AI output that a person checks.