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.