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The Accounts table is used to maintain all Customer/Bill-To and Hauler/Vendor account information in the database. The Account Type selection eliminates the need for two separate tables. Use this table to:

  • Add or Edit accounts
  • Set account defaults such as Ticket Type, Material, Price Table, Tax Code etc.
  • Add or Edit trucks and truck information within an account
  • Configure and maintain Freight charges and payable tables
  • Add or Edit system messages
  • Set custom accounting terms and quickly view account balances
  • Inactive – When checked, this account is inactive. It will not appear in any drop down lists on other screens.
  • Revoked - When checked, this account is revoked. It will still appear in drop down lists on other screens but no transactions can be processed against it.