7.6 - Load Page - Accounting Section
7.6 - Load Page - Accounting Section
The accounting section is where the customer and carrier rates are held. If you need to update anything on a load from a pricing or “other cost” standpoint, this is where you do it. This is also where the accounting team/users will indicate checks and zero out the loads.
The Load Page Accounting section is split into different card categories. here is the breakdown:
If you need to edit a rate on a load, click the edit button on the carrier rate or customer rate side
If you have QB Sync set up for your account, payments will be processed automatically and show in the load, but if you do not, the CHECKS section is where you will log any payments from customers or payments to carriers.
Once a check is in the system you will see it in the "Carrier" card showing that the check is applied
