Settings - Accounting

Accounting has all settings related to Accounts receivable and Payable practices. 

Accounting Configuration - Accounting Options has multiple toggles for accounting rules, such as requiring loads to be completed before invoicing. The i icons explain the functionality.

If automatically applying per diem charges is toggled on, this will pull from the free days and tier day costs in Equipment - Container. Any time a container is past their system-generated cut date, an additional charge set will pull in the billing tab of the load.

The sample invoice may look different if a company is using our legacy invocing format, which mirrors the load number rather than a customized format. 

Profit margin color percentages to signify bad, neutral, or good can be controlled from here.

Charge Codes will show a green check mark if synced with Quickbooks. These charge codes are used to be able to be added as charges on customer invoices or driver bills.

If a column for charge code labels is present, this means the account is connected with a broker. The labels must be assigned to each charge for billing to sync across different naming conventions. If a charge code label does not specifically match "other" can be used and a description will need to be included on the invoice.

Deduction Name ties into Settlement Settings for driver deductions. These can be toggled on or off for usage.

Currency and Dynamic Tax (only available to super admin) are flag enabled if operating in countries where this is applicable. Dynamic taxes can be set up with conditions to apply only to specific loads.



Expenses is currently for visibility only. This is for expenses such as a stagnant yard storage fee. Load specific expenses such as chassis rental or fuel can be added under Accounts Payable - Dynamic Expenses and these will pull onto reports.