Clicking the "Reports" menu button at the upper-left of the Brokerage Invoicing screen gives you several options to create some helpful automatically generated reports.
A/P aging: Sorts and reports a list of open A/P entries by date.
- Selecting this pulls up a standard Print dialogue box. Verify your printer settings, then click OK to print the report.
- This can be used to help decide which Carriers you need to pay first.
A/R aging: Sorts and reports a list of open A/R entries by date.
- Selecting this pulls up a standard Print dialogue box. Verify your printer settings, then click OK to print the report.
- Simply put, this tells you who owes you how much money and how long they've owed it to you.
Carrier 1099 Report:
- Enter a start date and end date, then click the "Print" button.
Customer Pay History...:
- This tool can be used to determine the average number of days that a customer takes to pay you.
- Select a Customer from the top dropdown menu.
- Enter a Date Range.
- Click Search.
Customer Statements:
- This allows you to select any customer that owes you money and send them a simple list of what loads they currently owe you for.
- This can also be done through QuickBooks.
Loads Waiting For Bills:
- Selecting this pulls up a standard Print dialogue box. Verify your printer settings, then click OK to print the report.
- Prints a listing of loads which have not been processed yet, sorted by Pro #.
