Welcome to the
Intelligent Trucking Solution's Manual
We at Intelligent Trucking
Solution would like for you to use this to help you through the use of the software,
and to better understand it. We would like for you to use this manual to make
it easier to get things done. If you have any further questions, please
feel free to call I.T.S. at 248.274.0211.
Intelligent
Trucking Solution
Starting the Program Page Number
Introduction............................................................................................................ 3
Bids Menu ............................................................................................................. 4
Tickets Menu ........................................................................................................ 13
Invoices Menu ....................................................................................................... 18
Receipts Menu ...................................................................................................... 19
Configure Menu ..................................................................................................... 24
How To...
Use Quick Ticket................................................................................................... 25
Create and Search for Bids..................................................................................... 27
Create and Search for Tickets ................................................................................ 31
Create, Print, and Search for Invoices .................................................................... 33
Create and Search for Receipts .............................................................................. 34
Configuration
Customers Tab ...................................................................................................... 36
Materials Tab ........................................................................................................ 37
Locations Tab ....................................................................................................... 38
Drivers Tab ........................................................................................................... 39
Options Menu ....................................................................................................... 40
Administrative
Creating and Storing Backups ................................................................................ 47
Updating the Program ............................................................................................ 55
Integrating ITS with Quickbooks ............................................................................ 61
Detailed Instructions on Linking ITS with Quickbooks ............................................ 63
Licensing the Program ............................................................................................ 88
Reports
Print Reports ......................................................................................................... 93
Reports Menu ....................................................................................................... 94
Report Types......................................................................................................... 96
Welcome to Intelligent Trucking Solutions, a user friendly and robust program
specifically designed to assist customer in the aggregate business. This
program allows you to run the application in Training Mode using a sample
company or run time mode with your real company data.
From the Bids Menu one can access the other features of the program.
Along the top of the program there are three menus; Files, Tools, and
Help. Tools allows you to set the location of your database, which
database you wish to use (Demo or Live), and where the backup database will
be. The Help Menu allows you to access our online help at our website or
check the current information about the program.
Entering Tickets Using Bids
There are two ways to enter tickets into ITS: the Tickets Menu or the Bids
Menu. The program starts with the default option of using the Tickets Menu to
enter tickets.
In order to turn on the option of using bids to enter tickets, do the
following:
1) Under the Tools Menu, click on "Options".
2) The Options Menu will pop up.
3) On the left hand side of the menu, click on "Ticket Entry" under
"Tickets".
If you cannot see "Ticket Entry", click on the [+] sign next to
"Tickets", and it should appear.
4) Select "Use Bids to create tickets"
5) A window will pop up prompting you to restart the application in order for
the change to take effect.
6)Click "OK" to close this window.
7) Click "OK" to close the pop-up Options Menu.
8) Close the program and re-open it, and you will now see the "Bids"
icon, allowing you to now use the Bids Menu to enter tickets.
Using the Bids Menu
When you first click on "Bids", nothing will appear to happen; but
look to the right side of the screen, and you will see what is called the
"Bid Panel".
You can use the Bid Panel to create a new bid, search for a bid, save or delete
the current bid, or create a ticket using the current bid.
To get started on your first bid, click "Create a new bid" in the Bid
Panel.
More detailed instructions on creating and searching for bids can be found in
the chapter "Creating and Searching for Bids".
There are two different versions of the Tickets Menu. One version
appears when you decide to use bids to create tickets, the other is when you
choose not to use bids.
Creating tickets using bids
When the tickets menu first opens, it will look like nothing has happened, but
there will be a "Ticket Panel" on the right side of the program.
Using the Ticket Panel, you can create a new ticket, search for tickets, save
tickets, print tickets or delete tickets.
When you click "Create a new Ticket", you will be prompted to enter
the bid number when trying to create a new ticket. (picture)
Once you enter the bid number, you will be presented with a menu similar to the
one below:
Within this menu, you are able to view the following:
(A) The job type
(B) Detailed financial information about the material, truck, driver,
overtime, and broker.
(C) The number of miles traveled
(D) Detailed ticket information (date, your ticket number, the pit's
ticket number)
(E) Detailed location information (job origin and destination, pit name,
lot number)
(F) Detailed material information (gross weight, tare weight and net
weight)
(G) Detailed truck information (truck ID, number of loads)
(H) Detailed driver information (driver name, driver's hours)
(I) Invoice information (material and trucking charges, subtotal, taxes,
total)
(J) Accounts payable information (driver gross, driver rate, broker rate)
Creating tickets without bids
When the ticket menu opens, the Ticket Panel will again appear on the right,
but it will be slightly different this time. If you notice, there is a
"Create similar Ticket" option that was not present in the Tickets
Menu using bids.
However, when you click on "Create a new ticket", a somewhat
different Ticket Menu appears.
Within this menu, you must enter the following information:
(A) Customer name
Date
Purchase Order (PO) number
The origin of the load, whether it is a pit, and the ticket number from that
origin
The destination of the load, whether it is a pit, and the ticket number from
that destination
(B) The material name and rate, as well as whether it is taxable or not
(C) The truck ID and rate, as well as whether tax applies here
(D) The driver's name and hours, as well as hourly and commission pay
(E) The fees and taxes for the materials and the trucking
The ticket charges will appear in the box in the lower right hand corner of the
New Ticket window.
More detailed instructions on creating and searching for tickets is available
in "Creating and Searching for Tickets".
The Invoice menu allows you to create invoices, search for invoices
in the database, and print out invoices.
·
Invoice Number: The current Invoice Number.
You can right click on any invoice number to bring up other options for that
particular invoice.
· Date: The date the invoice was created.
· To: The receiver of the shipment.
· From: The sender of the shipment.
· Loads: Amount in loads shipped.
· Sub-Total: Total before other fees are added.
· Tax: Tax on the shipment.
· Surcharge: Charge for shipping.
· TOTAL: The total amount due.
· Payments: Payments made on the invoice.
· Balance: Balance left for the invoice.
The Receipt menu allows you to create and save receipts and search
for receipts in the database.
· Date: The Date you select.
· Customer: The Person/Company who
is paying.
· Cash: Amount paid in cash.
· Check #: The Check Number
that is being used for payment.
· Amount: The Amount that the check is written for.
· Payment: Amount to be allocated
to an invoice.
· Total Payment: Outstanding payments for invoices.
· Amount to Apply: Amount from the check to apply to outstanding payments.
· Unallocated: Amount left from
the check.
This is where you set the company defaults for your organization,
companies you do business with, drivers, pits, and materials. There is a
section of the manual titled Configuration detailing how to setup this portion
of the program.
To get to the Configure Menu, click on the Configure button on the top of the
screen which is located next to Reports.
From there you can configure all the defaults for each of the sections. For
more information on configuring your customers, drivers, materials, and
locations click on the links.
Quick Ticket is an easy way to create tickets on the fly without
having to make a bid before hand. This allows tickets to be issued within
a short amount of time.
Quick Ticket can be set by going to the Tools Menu. In the Tools Menu
click on Options to bring up the options dialog box.
Click on Ticket Entry (on the left hand side). Then, on the right side of the
dialog box, make sure the "Use bids to create tickets" box is not
checked. If you ever want to create tickets via bids, simply check the
box. You will then be asked to restart the program before the change
takes place.
Creating and
Searching for Bids
The Bids menu allows you to create bids and save them. It also
allows you to search for bids that are already in the database.
To create a bid
1. Click Create a new bid. The entry fields should now be cleared.
2. Select the company you want for the bid and their information should
be automatically put into the fields.
3. In the Job Overview section complete the fields for the details of the
job.
4. In the section Job Details click on the Add button. This will
create a new job that you can edit. You may edit the Job Type and the
rates for the job.
5. If you wish to add another job, simply click the Add button again or
if you wish to remove a job click the Remove button.
6. When you are finished, click on Save current bid. If you would
like to create a new bid, click on Create a new bid and repeat the process from
Step 2.
To search for a bid
1. In the Search for Bids section select the dates which you would like
to conduct the search and any other query information.
2. Click on the Search button. A list of results will appear.
3. Select the result you want and you should be automatically returned to
the Bids Menu with the information on the bid opened.
Creating
and Searching for Tickets
The Tickets menu allows you to create tickets from already existing
bids or to print out tickets.
To create a ticket
1. Click Create a new ticket. A query will come up and ask for a
bid number to use.
2. An alternate method would be to use the Search button to find already
existing bids.
2. Select the job you wish to create the ticket for.
3. Complete the information in the fields below.
4. To save any changes click on Save current ticket.
To print a ticket
1. Follow the above steps, pausing only after finishing the third step.
2. Instead of selecting Save current ticket, click on Print current
ticket.
Creating,
Printing, and Searching for Invoices
The Invoice menu allows you to create invoices, search for invoices
in the database, and print out invoices.
To create invoices to date
1. Select the date for which you would like the invoice made up to.
2. Click on Create invoices to date.
To print invoices
1. Select the dates between which you would like to print the invoices
from.
2. Click on Print or Print preview to look over the invoices before
printing them.
To search for invoices
1. Select the dates between which you would like to search for invoices.
2. Click on the Search button. A list of results will appear.
3. Select the desired item and click on Go back.
Creating
and Searching for Receipts
The Receipt menu allows you to create and save receipts and search for receipts
in the database.
To create a receipt
1. Click Create a new receipt in the . The entry fields should now
be cleared.
2. Complete the fields and click the Apply button.
3. The table that appears shows any outstanding invoices. You can
select an account and auto-apply a payment or you can enter in an amount and
click Apply.
4. No Need to worry about saving, the receipt should be saved automatically.
The Customers Tab is a menu within the Configure Button menu. From this
menu you can add customers into a database or search for customers already in
the database.
To add a customer
1. Click Create a new customer. The entry fields should now be
cleared.
2. Enter the information for the customer in the fields and then click on
Save current customer.
3. To add another customer click on Create a new customer and repeat the
process.
To search for a customer
1. Click on the Search button. This will display all the customers that
are in the database.
The Materials Tab is a menu within the Configure Button menu. From this
menu you can add materials into a database or search for materials already in
the database.
To create a material
1. Click Create a new material. The entry fields should now be
cleared.
2. Enter the information for the material and then click on Save current
material.
3. To create another material click on Create a new material and repeat
the process.
To search for a material
1. Click on the Search button. This will display all the materials that
are in the database.
Locations Tab
The Locations Tab is a menu within the Configure menu. From this menu you
can enter new locations into a database or search for locations already in the
database.
To create a location
1. Click Create a new location in the upper right corner of the
menu. The entry fields should now be cleared.
2. Enter the information for the location in the fields and then click on
Save current location on the right side of the menu.
3. To create another location click on Create a new location and repeat
the process.
To search for a location
1. Click on the Search button on the right side of the menu. This will
display all the locations that are in the database.
The Drivers Tab is a menu within the Configure Button menu. From this
menu you can enter new drivers into a database or search for drivers already in
the database.
To create a driver
1. Click Create a new driver in the upper right corner of the menu.
The entry fields should now be cleared.
2. Enter the information for the driver in the fields and then click on
Save current driver on the right side of the menu.
3. To create another driver click on Create a new driver and repeat the
process.
To search for a driver
1. Click on the Search button on the right side of the menu. This will
display all the drivers that are in the database.
The Options in our software allow to choose many different ways that the
program can run; including how to print reports, bids. You can change
everything from your bids and tickets to Importing customer information from a
third party program (Like Quickbooks).
To get to the options section of the program click "Tools" from the
menu bar. Then, Go down to click on "Options".
First, you have the basic options for your company. Here you can put in your
Company Information including address, fax and phone numbers, and the website
for the company if you have one. By putting your company information here, it
automatically puts a header on the Reports and Invoice section. If you decide
not to put in your company information, then there would not be a header on the
reports and Invoice sections.
Second, you are able to find out the next available account number just by
looking in the options sections.
Third, you are able to assign any customer (without an account number), an
account number with one click of a button.
Fourth, the software is allowing you to decide whether to create tickets with
or without bids. You can also synchronize the material and trucking weights,
and enter a driver's pay and commission.
When clicking Fees & Taxes under the Accounting section in the options, you
are able to select any taxes and fees that will be used when entering Tickets.
You can also enter a precise percentage for that particular fee or tax.
Changing the tax amount on trucking and fuel surcharge is easier now. Then, on
the ticket form, you have the option to select whether or not you want to add
the taxes for either trucking or material.
With the Software Package option, you are able to select a third party
accounting program that you can use with this program; you have three choices-
Quickbooks (IIF), Quickbooks (Integrated), and Comma Separated Values.
In order for the third party software to work, you have to match up all the
fields in ITS to the other fields in the accounting software you decided to use
with ITS.
The Reminders option allows you to be able to get notice when invoices are a
particular number of days overdue. You are able to pick the number of
days.
Printer options is the next option you have to make changes. This option only
allows you to display the printer control at each print.
The second to last option is the Attached Rates option. This is where you are
able to decide if you would like to use the Attached Rates. The attached rates
option enables you to ada a new Customer Pricing along with a new Price and
Description. These new prices will show up on the invoice for that company and
in a report.
The last option is to Import Customer Rates. Here is where you can precede to
decide which customers have certain rates that no matter what will be their
cost.
You are able to backup your Intelligent Trucking Software data within the ITS
program. It is a good idea to schedule regular backups, in order to ensure that
your information will be saved in case of an emergency, such as a power outage
or server failure.
NOTE: Regular backup software does NOT backup this database because it is a MS SQL
server. Typically, SQL servers require special agents in the backup
software to manage shutting down the server, backing up the data, and
restarting the server. The ITS backup program has this software built
into it, so no special agent is needed. Additionally, the backup created by ITS is stored on the hard drive ONLY.
This data needs to be archived to a safe location, including off site backups. The backup data MUST be saved onto external media, such as a
CD or a tape!
To Backup Your Data:
1) Click on "Backup Database" under the Tools menu.
2) A screen will pop up detailing the Intelligent Backup Schedule.
3) Clicking on "Refresh" in the bottom right corner of the main
Intelligent Backup Schedule menu will refresh the schedule.
4)If you click on "Backup now!", your ITS will be backed up immediately
onto the ITS server. A window will pop up confirming the success of the backup
job.
The Intelligent Backup Schedule
This is the main window for detailing the backup schedule. It shows when the
next backup will be done, and when the last one was successfully
completed.
Clicking on "View job schedule" will bring you back to the main
screen of the "Intelligent Backup Schedule" menu. Check this
periodically to make sure that backups are running smoothly.
Creating New Backup Jobs
If you click on "Create new job", you can schedule periodic
backups.
It is a good idea to schedule backups when nobody will be logged into the
server. For example, it is recommended to schedule backups outside of the work
day. However, if you turn your servers off at night, it may not be wise to
schedule a backup at 2 am. Also, make sure to regularly check to make sure that
the backups are performed as desired by reviewing the schedule.
By clicking on the "Create job" button in the lower right corner of
the "Intelligent Backup" menu, you will set the schedule for
backups.
A window will pop up confirming that the job was created.
Restoring Your Database
Restoring your database will return the user data back into the database. For
example, if an entry was accidentally deleted, it will be returned back to your
database.
1) In order to start the database restore, click on "Restore
database" WARNING: You will lose all data that
has not been backed up, because restoring the database effectively writes over
all of the changes that you have made since the last backup!
A window will pop up displaying this warning. To continue, click
"Yes".
2) You will be then prompted to open the backup file that you are currently
saving all of your backups to. This file should be in the "Backup"
folder in the "Intelligent Trucking Solution" directory. Open this
folder.
The full path to the file should be something similar to: C:\Program Files\Aperion\Intelligent Trucking
Solution\Backup
3) Open the file with a .BAK extension.
4) If there are other users logged into the server, you will receive a prompt
asking you to log these users off in order to continue the backup restore. Make
sure these users are exited out of the program, and then try the restore again.
5) Go back into the program to make sure that your data was properly
restored.
Use Our Servers to Backup Your Data!
When you click on "Learn about the Remote Backup option", you will be
taken the Intelligent Trucking Software Automated Backup Service webpage
(http://www.truckingsolution.com/ftpbackup/), where you will be given the price
options for a service provided by Aperion to back up your data onto our
servers.
The FTP backup option takes your scheduled backup and transfers it to one of
our servers over the Internet for an off-site backup of your data. The
frequency of the backup is determined by the plan you choose. Our server
will verify that we have received a file and then check the size of the backup
file.
Email notifications are sent if a file is suspected to be incomplete. Our
servers also use tape backup to further secure your data. A full-time
high speed Internet connection is recommended for this option.
You are able to dynamically update your ITS server via the Internet within the
program. It is a good idea to check for updates to the ITS program regularly
and often.
Before starting the update, make sure
that you have a stable, reliable internet connection. This will help to ensure
that your update will download fully and correctly.
Also, you will need to download the updates to EACH workstation,
not just to the server. It is necessary to update each workstation separately,
in addition to the server, to make sure that every employee has the same
version of the program as the server does.
To Update ITS
1) Click on "Check for Updates" under the Tools menu
2) A window will pop up asking you to agree to the terms detailed in the License
Agreement before downloading any updates for ITS.
3) Click on "I do agree to the above terms" if you would like to
continue.
4) Then, click "Next" to continue.
5) The "Aperion Intelligent Update" window will pop up. This window
details:
· the status of the update
· the current database version
· the newest database version.
Once the update is complete, you will be told "Database update
complete!".
If there is a newer version of the database to be downloaded, the following
window will appear:
You will be prompted to restart the program. When you reopen the program, the
following will appear:
However, if there are no new versions of the program to be downloaded, it will
say, "No New Updates available"
6) Click "OK" to return to the task you were working on in the
program before you updated.
Integrating
ITS with Quickbooks
Intelligent Trucking Solution (ITS) is designed to integrate with both the
single and multi-user versions of Quickbooks 2002, and newer. Below is a
summary of the steps needed to initialize the integration between ITS and
Quickbooks. Following the summary there are detailed step-by-step instructions
with screen shots on how to setup the link between ITS and Quickbooks.
Summary Steps to link ITS to Quickbooks.
The integration will need to be completed on the ITS server which is the system
that the ITS system was originally installed on. The server can also be
identified by clicking on the about button under the help tab.
The Quickbooks data file will need to be moved to the local ITS server to
establish the integration. The Quickbooks data file can be moved back to its
original location after the link is established.
Login, into Quickbooks as an administrator and switch Quickbooks into single
user mode.
Create a new user called ITS and set a secure password combining numbers and
letters. Give the ITS user the permissions to access to all areas of
Quickbooks. Document the password and put the password in a secure location.
Go into the General Ledger Chart of Accounts and identify the names of the
following accounts and document them in the table below.
1) Minimize the Quickbooks application and open the ITS program.
2) Go to the Accounting Tab, choose Quickbooks (Integrated), click on the
browse button and find the Quickbooks data file.
3) Enter the Quick Books Account Names to match the accounts in the ITS program
from the chart you completed. Choose the Save the Accounting Setup when
complete.
4) Go to the Companies Tab, setup a new Customer and issue a credit for 1.00 so
the application has an accounting entry to post.
5) Go back to the Accounting Tab and choose the export button. Quickbooks will
then pop-up and ask the user to confirm that ITS can post data to Quickbooks.
Choose the checkbox to not ask the question again and choose the OK button to
allow the posting from ITS.
6) Switch Quickbooks back to multi-user, close ITS, close Quickbooks then
reopen Quickbooks as the normal user. Check the Journal Entries section of
Quickbooks and verify the transactions were posted.
7) Move the Quickbooks data file back to the it's original location.
Click here to see more detailed instructions for linking ITS with Quickbooks.
The ITS application is now authorized to post data directly into your
Quickbooks data file. The Quickbooks program only needs to be open during the
initial integration and does not need to be open during normal ITS operation.
The ITS user can post data from ITS by choosing the Export button under the
Accounting Tab or are asked to post to Quickbooks when they exit the ITS
application.
Detailed
Instructions on Linking ITS with Quickbooks
The integration will need to be completed on the ITS server which is the system
that the ITS system was originally installed on. The server can also be
identified by clicking on the about button under the help tab.
The Quickbooks data file will need to be moved to the local ITS server to
establish the integration. The Quickbooks data file can be moved back to its
original location after the link is established.
1) Login into Quickbooks as an administrator and switch Quickbooks into single
user mode.
You will receive confirmation that you are in now in single user mode.
2) Go into Setup Users.
The list of all of the users currently set up in Quickbooks will pop up.
3) Create a new user called ITS and set a secure password combining numbers and
letters. Document the password and put the password in a secure location.
4) Give ITS access to all areas of Quickbooks.
5) Confirm that you want to give ITS access to all areas of Quickbooks.
6) Choose Finish to complete adding the ITS user in Quickbooks.
7) The User List will pop up again, this time including the user you just
added, "ITS". Close the User List.
8) Switch Quickbooks back to Multi-User Mode.
You will receive confirmation that you are now in multi user mode.
9) Go into the Chart of Accounts and Identify the Accounts to integrate between
Quickbooks and ITS. Use the chart below to fill in your answers.
The Chart of Accounts will open in the same window as Quickbooks.
10) Go to Edit and then to preferences.
11) Minimize the Quickbooks Program and open the ITS program.
12) Go to the Configure Button.
13) Click on "Create a New Company".
14) You will now be given a blank space to enter a customer's name. Enter a
customer's name.
15) Enter the rest of the relevant information regarding the customer's phone
number, address, and Accounts Receivable (A/R) contact.
16) Below the text box where you input the new customer's name, you will see
two tabs: "Contact" and "Accounting". Choose the Accounting
Tab.
17) Enter all of the customer's relevant accounting information, such as the
tax number, the non-taxable code and the reason for having a non-taxable code. NOTE: only customers who are not to be taxed will
have a non-taxable code.
18) Go to Tools and then "Options".
19) Click on "Software Package" from the menu on the left.
20) Choose the accounting package which you would like to use, in this case
"Quickbooks (Integrated)".
21) Click "OK".
22) "Synchronize Accounting Software"
23) A window from Quickbooks will pop up stating
that an application with no certificate, calling itself ITS, is requesting
access to the Quickbooks file for your company
24) Click on "Allow this application to access Social Security Numbers,
customer credit card information, and other personal data."
25) Click "Yes, Always" to always allow ITS access to your company's
Quickbooks file.
26) Click "Yes" to confirm that you would always like to allow ITS
access to your company's Quickbooks file.
You can now move the data file back to its original location on your network.
Be sure to go back into the accounting setup and browse to the new location of
the data file. The user will be offered an option to export data to Quickbooks
each time they exit the Intelligent Trucking Solution program. The user can
also choose Export under the configure option of ITS at any time to request an
export to Quickbooks.
When you purchase a single or multi-user license for Intelligent Trucking
Solution, you must first activate your license in order to use the program. If
you purchased multiple licenses, you will need to activate each license
on each system separately.
NOTE: You only need to complete this
activation process if you have bought the product. You can use the demo to make
up to 100 tickets..
Do the following in order to complete the activation process:
1) Under the Help menu, click on "Activate this Product".
2) A window will pop up detailing the steps needed to activate the product.
3) You should see a bold set of numbers labeled "Unique Software ID".
Write this number down. If you accidentally close the window, don't worry. This
number will not change every time you reopen the Activation Wizard, or even the
program.
4) Call an Aperion employee at 800-778-2770 or email us at register@truckingsolution.com
<mailto:register@truckingsolution.com> You will receive a
registration key within 48 hours.
5) Enter your registration key into the Activation Wizard window in the box
labeled "Registration Key" under Step 2.
Your program is now fully registered! You have total access to all of the
program's features. The option "Activate this Product" under the Help
menu is no longer available once you have registered.
Once the program is registered, it would be best to switch your database from Demo
to Live. You will find the option to do so by going to "Tools"
on the menu bar. Then, click on "Current Database." Under "Use
Database", a sub-menu will pop up and you select "Live".
When you want to print a report or several reports, click on the Report
Button. The Report Button opens a menu that allows you to choose a
specific report to be printed or previewed before printing.
To print one or more reports
1. Select one or more types of reports you wish to have printed by
clicking the boxes next to the report type you desire.
2. Select the date or dates which you would like your reports to
reflect. The date(s) may be changed by clicking the arrow next to the
date which opens a small calender where you can select the date.
3. Click the Print button at the bottom right of the menu, or click
the Print Preview button to look over any report(s) before printing.
When you want to print a report or several reports, click on the Report
Button. The Report Button opens a menu that allows you to choose a
specific report to be printed or previewed before printing.
Under Type of Reports you have
the following:
Accounting Reports: Accounting reports
allow you to be able to print customer's statements, look at a specific
customer and their dated invoices. In this section, you will also be able to
see the total balance for that specific customer. All of these reports you are
able to select a specific date and
There are three different Accounting Reports:
A/R Aging Detail
A/R Aging Summary
A/R Statements
A/R Reports: A/R Reports allows you to print Accounts Receivable
between certain dates.
· Daily Reports:
Daily Reports allows you to select a date and the type of report you wish
to print. With these reports, you only have two options to choose from a
specific date range when printing or running a report.
There are two types of Daily Reports:
Daily Log Sheet
Day sheet
· Monthly
Reports: Monthly Reports allow you to print a report for all
invoices and tickets for each month, what you owe, each taxing authority, sales
tax and fees reports and summaries. With Monthly Reports, you are able to
select a specific
There are seven different Monthly Reports:
Driver Payment Report
Invoice By Job Report
Month Sheet- All Tickets
Month Sheet- Invoices Only
Sales Tax Payable
Sales Tax & Fees
Sales Tax and Fees Summary
· Other
Lists/Reports: Other Lists and Reports allows you to print bid
reports, credit checks on customers to see what they have paid and what they
still owe, customer list, driver list, material list, pit list and unimported
customers list.
There are eight "Other Lists/Reports" Reports:
Bid Sheet Report
Customer List
Customer Credit Check
Customer Price List
Driver List
Materials List
Pit List
UnImported Customers
· Weekly Reports:
In this category you can keep track of your drivers total hours of work. Also
the usage of each pit, material and trucks. Here you can also print weekly log
sheets which total everything up. With the four different types of Reports
under Weekly Reports you will be able to select a specific date range to run or
print the report to and from.
There are four different Weekly Reports:
Driver Log Sheet
Pit Usage Report
Truck Usage Report
Weekly Log Sheet
Report Types
This report is to show your company what is being done for business. These
reports show a time frame for payments to your company. It shows what happened
zero to 30 days from today, 31-60 from today, 61-90 from today, and 90+ days
from today what has been going on in the company. This report it is very
detailed. It tells you exactly when a payment was made and on what invoice
number. With this report you can use the "include paid in full"
option. It toggles on and off.
This report is to show your company what is being done for business. These
reports show a time frame for payments to your company. It shows what happened
zero to 30 days from today, 31-60 from today, 61-90 from today, and 90+ days
from today what has been going on in the company. With this report you can use
the "include paid in full" option. It toggles on and off.
This Report is just a statement that you would be able to send out to any
company that owes you, or would like to know what actions have been made on
their account. It tells you the date of any payment or charges, if there was a
credit to the account for any reason, and if there was a payment on the
account, what invoice number it is attached to. This report also allows you to
select a company range to run the report for. If you would like to run a
statement for one company, then you are able to do that too.
This report tells you a more specific version of the Day Sheet report. It
tells you what the rate of each driver is without having to look it up in the
database, who took what material to which company and when. This report is very
detailed and can tell you anything about any driver that is in your company.
This report shows you exactly what each ticket involves including who took the
material, how much the material was, and where they took the material to.
It shows you the exact ticket number that everything was on. It also shows what
driver did what.
This report is what each driver makes per load over a certain period of time.
It included the option to select a driver and to show the invoice
details.
This is sorted by company. It is only pertaining to the bids section of the
program. It states what each bid is worth. If there is more than one bid, then
there is a total of all the bids. You are also able to select a company range
for this report.
This report shows what each ticket is worth and when it was created. It
includes the type of material, whether it is in tons, loads, yards, and what
hours are for each.
This report shows what each invoice is worth and when it was created. It
includes the type of material, whether it is in tons, loads, yards, and what
hours are for each.
This shows what your company owes to each tax authority, including city, state,
and fuel taxes.
This shows what each invoice has been taxed or has a fee on it. It shows
the rate per load, truck quantity, and the percent of amount hauled.
This report explains itself. It has the Summary of all the taxes and fees that
pertain to your company. It includes state, fuel, and city taxes.
This report shows you all the Bids that are out for which company. It tells
what job number, purchase order number (
A customer list is just that. It is a list of all your customers, plus contact
information to each of them. It includes the customer number, name, fax number
and a phone number. For this report, you are able to select an account range
for the report to be ran.
This report tells you exactly what you would like to know about your customers.
It tells you what you are owed, when the account was opened, and what the
highest amount that have ever been owed to your company. With this report you
can not select a specific customer range to run any report with.
This report is a list of each material for each company. It also shows what
Price Unit it is price upon. It tells you exactly what material each company
uses, and what they are getting charged for. With this report you can select a
date and a company range for each report you would like to run.
This is a Report that is self-explanatory. It tells you what drivers you have,
their driver number for the company, and what their percentage is for each job
that they do.
This Materials List Report shows you the materials that are available to your
company, and what can be hauled. It also states and ID number that is
associated with the material in the program.
This report is self-explanatory. It shows a list of all the pits that are in
the program for your company.
This report shows all of the Unimported Customers that were not imported to ITS
from the third party accounting program. This report gives you the option to
select a date to run the report with. You can also print the specific date
range so that the printouts only have that date range on them.
Under the Driver Log Sheet Report, located under Weekly reports, you are able
to print out the specifics for a driver over a particular time period. Even
though it is a Weekly report, the date range is able to extend over a
week.
The Pit Usage Report, available under the weekly reports, is a report that will
show you each pits activities. This includes how much material is going to a
specific pit, and how much is going out as a result of it. With this Report,
you are able to extend the date range to longer than a week, even though it is
a Weekly report.
The Truck Usage Report is similar to the Pit and Driver Usage Reports. This one
shows the activity of any truck that is in your company. It shows what the
truck number is, plus yard, loads, gross.
The Weekly Log sheet is a combination of the driver and truck usage reports. It
tells you who took what material to where. It also tells you the activity for
each driver, then what ticket number was involved.