Accounting Role Training
In this course, you will learn about how the Operations Application handles rate calculations, creates invoices (including printing and emailing), integration options with the QuickBooks accounting package, and capturing payments via credit cards.
Created by CXT Software Virtual Learning Team
Key Concepts
- Creating and maintaining customers
- Understanding rate structure options and calculations
- Automated QuickBooks integration
- Credit card payments
- Beginner Level
- 7 Comprehensive Lessons
- Includes 15 Videos
- 100% Online
- Available on Mobile
- Automatically Saves Progress
In an Accounting role, primary functions include those that deal with client maintenance (including rating schemas), invoicing, and payments.
The Accounting Role Training Course is what we call a “role-based” course, and it’s intended to cover information relevant to a specific role in the company. While many companies may have slight variation in each role’s responsibilities, we’ve structured role-based courses to be relatively generic and all-encompassing.
New to our learning library? Check out our Getting Started page for helpful tips on the interactive elements in each course, navigating the course lessons, and where to get help if you need it.
Below is a brief outline of what you can expect to learn from each of the lessons in this Routes & Distribution Course.
Customers are an important part of every business. Learn how to create, edit, and maintain customers in the software in this lesson.
- Locating Customer Records
- Search
- Find Tool
- Create a Customer Record
- Manually Assign an ID
- Generate ID Algorithms
- Default Customer
- Common Areas of Accounting Interest
- Accounting Tab
- General Tab
- Commissions Tab
- Invoices Tab
- Notes List Tab
- Locating Customer Records
Order rating is the process of calculating the charges for an order in your system. This lesson covers how to set it up so that charges automatically calculate and apply to new orders as they are created.
- Rate Charts
- Base Rate
- Items
- Surcharges
- Rate Chart Groups
- How Rates are Applied to Orders
- Overview and Workflow
- Rating Orders
- Rerating Orders
- Manually Adding Items
- Advanced Rating
- Streets Rating and Geozones
- Order Type Overrides
- Surcharge Wizard
- Sales Tax
- Troubleshooting Tips
Learn and explore the various options for calculating driver pay on orders and routes. We’ll cover everything from set up to viewing pay calculations.
- Driver Pay on Orders
- Order Pay Setup
- Basic: Percentage (%) pay is aggregate of 4 calculations
- Driver Override % on Customer Record
- Advanced: Override pay charts
- View Order Driver Pay
- Order Pay Setup
- Driver Pay on Routes
- Route Pay Setup
- Route Pay Styles Overview
- Route Pay Setup
Route rating is the process of calculating the customer charges for your routed work. Learn about rating on the different types of stops and viewing calculated rates on posted stops.
- Contract Route Stops
- Imported & On-the-Fly Route Stops
- Stamp Rate Charts
- Stamp Rate Chart Types
- Areas of Interest
- Route Items
- Route Surcharges
- Route Stops Created from Orders
- Viewing Posted Route Stop Rating
Invoicing and driver pay are critical components of any operation. This lesson discusses invoicing and settlement setup, creation, and visibility in this lesson.
- Pre-Invoice Settings
- Invoicing
- Creating Invoices
- Viewing Invoices
- Settlements
- Creating Settlements
- Displaying and Emailing Settlements
- Displaying Settlements in the Online Portal
- Deduction Items
This lesson introduces the integration between the Operations App and QuickBooks. The content covers a topics including requirements, automated syncing, and AR aging for QuickBooks Online (and manual export details for QuickBooks desktop).
- About the Integration
- QuickBooks Online
- Connecting and Syncing Automatically
- Syncing Settlements
- Accounts Receivable Aging
- Connecting and Syncing Automatically
- QuickBooks Desktop
- Exporting Invoices
- Exporting Settlements
- Importing Into QuickBooks Desktop
- Troubleshooting
This lesson talks about credit cards and how they can be used with the Operations App and Client Portal. We’ll cover everything from set up to troubleshooting.
- Setting Up Credit Cards
- Merchant Processor Accounts – You’ve got options!
- Gateway
- Operations App
- Credit Card Workflow
- Client Portal
- Authentication vs Processing
- Workflow Overviews
- Authorizing Credit Cards
- Processing Credit Cards
- Troubleshooting
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