
Figure 18: Accounting Tools options
The options available under the Accounting Tools menu are summarized in the table below.
|
Menu Options |
Description |
|
Recurring Billing Management |
Opens the Recurring Billing Management interface. Use this interface to generate and view invoices for recurring billed items, such as warehouse storage. |
|
Commission Statement Management |
Opens the Commission Statement Management interface. Use this interface to generate, query, view, delete, and finalize commission statements by Vendor Class (drivers). A historical |
|
Customer Statement Generation |
Opens the Generate Statement interface. Use this interface to define and generate customer statements for a specific period of time. |
|
Customer Statement Reprint |
Opens the Reprint Statement interface. Use this interface to reprint statement runs saved within the Customer Statement Generation interface. |
|
Great Plains Order Inquiry |
Opens the Great Plains Order Inquiry interface. Use this interface to view Document and Distribution data from Microsoft Dynamics GP for a specified Order Number. |
|
Advance Processing |
Opens the Advance Processing interface. Use this interface to generate accounting and financial transactions for driver advances and to optionally generate upload files of transactions to a banking service provider. |