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Accounts
Accounts
Jun 14, 2022
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
To add new, edit existing, or delete accounts, select Maintain | Accounts. A window similar to the following will appear.