Question: How do I add comments to an invoice? Answer: You can use one general comment on an invoice and one customer specific comment on an invoice. You just need to add them in Freight Billing und...
Overview: Billing is sending something to the wrong GL account number. How can I change the General Ledger account number that Freight Billing is using? Steps: There are two places to check: 1) Sel...
When does the error occur? When I select to Bill a load, Unprocessed Pros, it takes a long time for it load. Why is it so slow? How can I speed it up? Cause: Typically caused by a build up of delete...
Objective: Perform global increase on LTL rates within Billing Prerequisites: Have a current backup of the FRDATA subdirectory. Refer To: N/A Steps: Select Tools, File Maintenance. There are 2 selec...
Objective: Balance accounts receivable and determine period net accounts receivable Prerequisites: N/A Refer To: N/A Balancing accounts receivable means knowing transaction totals, like amount billed,...
Objective: Correct an Aging Report with missing or duplicate customers Prerequisites: Have everyone exit all Horizon applications Refer To: N/A Steps: Have everyone exit all Horizon Applications From ...
Objective: Refund a payment already posted in Billing and post a check in AP with appropriate GL entries Prerequisites: N/A Refer To: N/A Steps: In Billing, either do a negative payment or negative op...
Objective: See in the unprocessed pros screen who booked the load in dispatch Prerequisites: N/A Refer To: N/A Overview: When a bill is copied from Dispatch to Billing, there may be mistakes on it. It...
Objective: Set up rates for truckload to and/or from all points in one state Prerequisites: N/A Refer To: N/A Steps: Enter all the actual rates that you will be using View, Charges & Rates, Tariff Lis...
Objective: Move a shipment from history into unprocessed pros Prerequisites: Verify the shipment is in history using Tracer Refer To: Finding missing loads\pros\invoices Overview: Billing Verification...