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Accounts

Accounts

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.

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