Quick Reference Guide User guide

Reversing a Credit

1. Select Accounting » Receipts and Payments.

2. Select the Reverse Credit radio button from the Receivable list.

3. Select the account from the drop-down list.

4. Select the invoice to be reversed by double-clicking the N in the Pay column to change it to a Y.

5. Click the Save button.

Editing Transactions and Reprinting Tickets: Quick Scan

1. Click Reporting » Quick Scan.

2. Select database criteria to scan for.

3. Click the Scan button.

4. Select the transaction to be edited from the scanned list.

5. Click the Show Detail button.

6. Edit the transaction. Use the Details, Charges, and Notes radio buttons to view all transaction information.

7. Click the Save button.

8. Click the Print Ticket button to reprint a ticket.

Running and Printing Reports: Basic Tonnage and Charges Report by Ticket Number

1. Click Reporting » Reports.

2. Select from the following:

• Report Categories: Tonnage and Charges

• Reports in Category: Tonnage and Charges

•From Date

•To Date

• Detail Level: Detailed

• First Sort: Sort Field 1 = Ticket Number

• Second Sort: Sort Field 2 = Ticket Number

3. Click the Preview button to view the report on screen prior to printing.

Basic Single Sort Tonnage and Charges Report by Account