Finance

Payable

1. User sees information using the Detail button.
2. User exports tables using the Export to Excel button.
3. User authorizes, cancels and pays using the Authorize, Cancel, and Pay buttons.

Detail Payable

• Click action button
• Click details
• There are different type of details based on the type:
  • Driver advance and driver additional will take you to Driver Advance Payment Details
  • Shipment will take you to Shipment Detail
  • Purchase order will take you to Detail Purchase Order

Export to Excel

• Click export to excel
• File will be downloaded

Authorize

• Click action
• Click authorize
• Click ok

Cancel

• Click action
• Click cancel
• Click ok

Pay

• Click action
• Click pay
• Click ok

Receivable

Shipment

1. User generates invoice using the Generate Invoice button.
2. User downloads information using the Download button.
3. User sees information using the Details button.

Generate Invoice

• Select Shipments from the list
• Click Generate invoice
• Click ok

Download

• Click download
• Select raw material or full product

Detail Shipment

• Click action button
• Click detail
• It will take you to Detail Shipment

Settlement

Lease

1. User sees information using Details button.
2. User authorizes using the Authorize button and cancels using the Cancel button.
3. User collects authorized lease using the Collect button.

Detail Lease

• Click action button
• Click detail
• It will take you to Vehicle Detail

Authorize Lease

• Click action button
• Click authorize
• Click ok

Cancel Lease

• Click action button
• Click cancel
• Click ok

Collect Lease

• Click action button on authorized lease
• Click collect
• Click ok

Invoice Report

1. User modifies invoice report using the Edit button.
2. User approves using the Approve button.
3. User cancels using the Cancel button.
4. User sees information using the Details button.

Edit Invoice Report

• Click action button
• Click edit
• Select status
• Update CRV
• Click add shipments to add more
• Click save changes

Approve Invoice Report

• Click action button
• Click approve
• Click ok

Cancel Invoice Report

• Click action button
• Click cancel
• Click ok

Detail Invoice Report

• Click action button
• Click detail
• Click export to download
• Click print to print

Payment Collection

1. User collects payments using the Collect button.
2. User modifies information using the Edit button.
3. User sees information using the Detail button.

Collect Payments

• Click action
• Click collect
• Enter collection date
• Enter CRV
• Enter CSI
• Enter remark (optional)

Edit Payment Collection

• Click action button
• Click edit
• Select status
• Update CRV
• Click add shipments to add more
• Click save changes

Detail Payment Collection

• Click action button
• Click detail
• Click export to download
• Click print to print

Expense Types

1. User creates expense type using the Add Expense Type button.
2. User modifies expense type using the Edit button.

Add Expense Type

• Click add expense type button
• Enter name
• Enter typical price
• Enter description (optional)
• Click create expense type

Edit Expense Type

• Click action button
• Click edit
• Update name
• Update typical price
• Update description (optional)
• Click create expense type

Expense

Paid Subcontracts

1. User sees information using Detail.

Detail Paid Subcontracts

• Click action button
• Click detail
• It will take you to Detail Shipment.

Fuel Transactions

Driver Bonuses

1. User clicks collect to mark them collected.
2. Click bonus history tab to display history