ACCOUNTING FLOW

 

 

Many of the options on this screen revert back to functions that were available on the Program Flow. We'll review all of them here with what they link to. The purpose in the additional Accounting Flow is to show you how things flow through the accounting process. From Opening Accounts to getting reports. From booking the load through payroll. The links here are -

Open Accounts: links back to the Income & Expense page where you set up and open the accounts you'll use to track your business.

The Top Loop: Generating Income -

Booking: Links to the Booking & Billing page where the load is booked and the billing rate is entered.

Loads: Links to Pickup/Delivery where you enter the pickup, deliveries and set up the schedule.

Invoice: Links to the Pickup/Delivery page where you can invoice the load from the Invoice link at the top of the page.

Income: Links to the Income & Expense page where you enter receipts on your Receivables.

 

The Bottom Loop:: Accounting for Expenses -

General Expenses: Links to the Income & Expense page where most accounting entered.

Trip Expenses: Links to the Income & Expense page where the accounting is entered.

Payroll: Links to the Payroll page where payroll is generated. Payroll Setup is handled on the Program Setup flow.

 

Reports: The end result of all this data input is reports so the general reporting is handled here. Clicking the link will open the Reports Menu dropdown -

For details on the programs current reporting capability see the Reports topic.

 

This section will only deal with the topics not covered in the Program Flow. For those topics click the links above to go to those topics.