Top 15 Keypoint FAQs

10 minute to read

1. I have a new employee. What information is needed to set them up?
   If you are a Keypoint Anywhere customer, email the following to keypointsupport@dat.com:

   • First and last name
   • Email address
   • Phone number
     The user must also be set up in System > Utilities > Security Maintenance. This is typically done by your Keypoint administrator. For help, contact keypointsupport@dat.com or 800-728-7305.
     If you are a Keypoint Enterprise customer, only the setup in Security Maintenance is required.
     Note: The request must come from someone with Change Authority on your Keypoint account.

2. I can’t log into Keypoint. How do I fix it?
   Keypoint Anywhere
   If your password is not working at https://login.keypointanywhere.com, it may be:

   • Disabled due to inactivity
   • Locked after too many attempts
   • Entered incorrectly
     Contact keypointsupport@dat.com if needed.

If the issue is on the Windows Security screen:

• Use your Keypoint Anywhere password (same as the website)
• Confirm you are using the correct Keypoint Anywhere username
• If prompted for a PIN, select More choices or Use a different account and enter your credentials
• Do not enter an email—use your username only
  If the login is stuck on Connecting, your session may be disconnected. Contact keypointhw@dat.com or 800-728-7305.
  If you reach the Keypoint TMS login window and cannot log in, contact your Keypoint administrator.
  Keypoint Enterprise
• If you cannot log into Remote Desktop, contact your IT team
• If you cannot log into Keypoint, contact your Keypoint administrator

3. My Keypoint Anywhere session is frozen. What should I do?
   Your session may be disconnected. Contact keypointhw@dat.com or 800-728-7305 to reset it.

4. I get an error sending a tracking request to Trucker Tools. How do I fix it?
   This issue is almost always caused by one of the following:

   • A city is missing from Points Maintenance in Keypoint
   • A pickup or delivery city name is misspelled
   • A city name includes unusual punctuation or an extra blank space
     Step 1: Check the city names on the order
     Review the spelling of the Pickup and Delivery city names on the order.
   • Make sure the spelling is correct
   • Check for punctuation or an extra blank space after the city name
     If needed, correct the city names and try sending the tracking request again.
     Step 2: Check whether the city exists in Points Maintenance
     If the city names are correct, go to Records > Points Maintenance in Keypoint.
   1. Enter the state code for the city, such as TX for Texas
   2. Enter the city name
   3. Press the Tab key
      If the city does not appear, you will need to add it as a new point in Keypoint.
      Step 3: Find the city coordinates in Google Maps
   4. Go to Google Maps at https://www.google.com/maps
   5. Search for the city
   6. Once you find it, right-click on the city
   7. A set of GPS coordinates should appear at the top of the window
      Step 4: Convert the coordinates
      The coordinates must be converted from decimal degrees to degrees and minutes.
      Free online converters are available if you want help doing this. If you want to calculate it manually, take the numbers after the decimal point and multiply by 60 to determine the minutes.
      Example: Latitude conversion
      Example latitude: 37.20710375707501
   8. Identify the whole degrees
      • Degrees = 37
   9. Extract the decimal portion
      • Decimal = 0.20710375707501
   10. Multiply the decimal by 60 to find the minutes
       • 0.20710375707501 × 60 = 12.426225...
   11. Round to the nearest hundredth
       • 12.426 rounds to 12.43
         Final latitude: 37 degrees 12.43 minutes North
         Example: Longitude conversion
         Example longitude: -93.28972691719038
   12. Identify the whole degrees, ignoring the negative sign
       • Degrees = 93
   13. Extract the decimal portion
       • Decimal = 0.28972691719038
   14. Multiply the decimal by 60 to find the minutes
       • 0.28972691719038 × 60 = 17.383615...
   15. Round to the nearest hundredth
       • 17.383 rounds to 17.38
         Final longitude: 93 degrees 17.38 minutes West
         Final coordinates example
   • 37 degrees 12.43' N
   • 93 degrees 17.38' W
     Step 5: Add the point in Points Maintenance
     Open a blank screen in Points Maintenance and enter the following:
   1. Leave the Country code as US, or select CA if the location is in Canada
   2. Enter the city name
   3. In the Longitude and Latitude fields, enter the converted coordinates
      Note: Google Maps displays Latitude first and Longitude second, so be sure to enter them into the correct fields in Keypoint.
   4. Select the correct Time Zone
   5. Enter the zip code range in the Low Zip and High Zip fields
   6. Select Update to save the new point
      Once the point has been added, you should be able to send the tracking request to Trucker Tools from the Keypoint Check Calls screen.

5. How do I export a report to Excel?

   1. Enter report parameters
   2. Change Report Type from Report to File
   3. Click Create
      Save the file to a folder like:
      This PC > C drive > 4Keypoint

6. How do I drop a carrier or void a load?

   1. Open Change Load Status:
      • Right-click the order in Dispatch Control, or
      • Go to Operations > Utilities > Change Load Status
   2. Select Status
   3. Set to Void
   4. Click Update
      The order returns to Available. The load number cannot be reused.

7. I get a “400” error emailing a rate confirmation. How do I fix it?
   This is usually caused by an incorrectly formatted email.

   • Remove extra spaces or punctuation
   • Check the email in both the Rate Confirmation screen and the Carrier Record

8. How do I reprint an A/P Check Remittance Statement?

   1. Go to A/P > Inquiry > A/P Check Inquiry
   2. Find the check
   3. Right-click and select Preview Check Statement
      You can print or download the report.

9. I get an error downloading a file from Keypoint Anywhere. How do I fix it?
   This usually means the file is being saved to the server instead of your computer. Fix:

   1. Create a folder like C:Keypoint if needed
   2. When saving, select: This PC > C drive > 4Keypoint
      You can also save to Desktop or Documents, but it requires navigating deeper.

10. How do I print a list of carriers?
    Go to Records > Reports > Print Carriers
    For more data (MC, DOT, Federal ID):

• Select File (No Insurance)
• Click Create to export to CSV

11. How do I adjust an A/R invoice amount?

12. Go to A/R > A/R Adjustments

13. Enter invoice number and press Tab

14. Choose:

    • C (Credit Memo) to decrease
    • D (Debit Memo) to increase

15. Enter amount

16. Add description

17. Click Adjust

18. Go to A/R > Post A/R Adjustments

19. How do I switch carriers but keep the load number?

20. Open Change Load Status

21. Select Carrier

22. Enter the new carrier

23. Click Update

24. How do I process a check without an invoice?
    Apply it to a G/L account:

25. Go to A/R > Cash Receipts

26. Select Carrier or Vendor

27. Enter payment details

28. Go to G/L Account tab

29. Enter offset account

30. Enter amount as negative

31. Click Apply, then Update

32. Go to A/R > Post Cash Receipts

33. How do I disable a user login?

34. Go to System > Utilities > Security Maintenance

35. Change the password to something random

36. Move the user to a No Access group

37. Press Tab to save
    For Keypoint Anywhere, also contact keypointsupport@dat.com to disable their login.

38. How do I fix the wrong Bill To customer?

• If status is Available, update directly on the order
• Otherwise, go to A/R > Utilities > Change Bill To
  If already invoiced:

1. Use Un-Invoice
2. Update Bill To
3. Re-invoice