Where is the Accounting Tab?

If you have been upgraded to Finance Manager already, please click here.

The Accounting tab holds all your essential accounting information. Here you can view a list of your generated invoices, create invoices, view supplier invoices, process payments, update banking and footer details and more. 

IN THIS ARTICLE 

• How to find the Accounting tab 
• How to add your bank details to invoices  
• How to include a factoring company on your invoices 
• How to edit a biller’s details 

How to find the Accounting tab 

Step 1) Click on the ‘Accounting’ tab from the top menu bar. 

From here, you’ll be able to view either your accounts receivable or accounts payable. 

• Accounts receivable is where you can create, manage and e-mail your invoices to members.  
• Accounts payable allows you to manage the invoices you’ve received from other members. 

How to add your bank details to invoices 

It’s important to add your bank details before invoicing for any completed loads on the Exchange. If you don’t add your bank details before invoicing, members can't pay you.  

To add your bank details: 

Step 1) Click ‘Accounting’ from the top menu bar. 

  
Step 2) Under ‘Don’t forget to’, click ‘Set-up Wizard’. 
Step 3) Under ‘set-up items’, click ‘Update your bank details to your invoices’. 

Step 4) Fill in your details with the correct information.  

If you don’t have an international bank account or don’t use an invoice finance/factoring, you can ignore this checkbox and click ‘Save’.  

How to include a factoring company on your invoices 

Invoice factoring enables businesses to sell unpaid invoices to a third-party factoring company (a factor). 

Step 1) If you use a factoring company for your invoices, check the box that says, ‘We use an invoice finance provider.’ 

Step 2) Continue by completing your invoice factoring provider’s account details and click ‘Save’. 

How to edit a biller’s details 

You can also change your bank details by editing your biller’s profile. In the ‘Billers’ section, you can change your accounting details as well as any for an invoice factoring company if applicable. 

Step 1) Select ‘Accounts Receivable’ from the top menu bar. 

Step 2) Under ‘Accounts Receivable’ click ‘Billers’.

Step 3) Next to the biller’s details you are changing, click the edit icon. 

Step 4) Make your required changes and click ‘Save’.