NOTE: Users with any financial role can view the Finance page.
The Finance page displays all shipments in the system based on selected filters that are customize-able by the user. Users can only see shipments belonging to workflows that they have access to by virtue of their assigned location.
The Finance Page can only be viewed by users who are assigned to Financial Roles in TrakIT. For more information, see Assigning Financial Roles to User.
The Filter panel (displayed below) is used to search or filter the list of work orders displayed on this page.
Click on the 'Reset' button to reset filters to their default value (except for the Workflow filter).
To add new filters, click on the 'Customize' button in the filter panel above:
Select additional filters as required. Selected filters appear as follows:
Once all the filters are selected, click on the 'Search' button, the list of shipments matching the filter criteria is displayed.
The list appears as follows:
The following fields are displayed:
Shipment ID - Displays the ID of the shipment
Transport Document - Displays the transport document number
Workflow - Displays the name of the workflow
Job Number - Displays the job number
Shipment Type - Displays the type of shipment
Contractual Customer - Displays the name of the contractual customer
Shipper/Receiver - Displays the name of the Shipper/Receiver
Job Status - Displays the status of shipment. Blank status refers to the 'Draft' stage.
RevDate - Displays the latest date populated in an event defined for Revenue Recognition
WO - Displays the number of work orders in the shipment
Income - Displays the total income of the shipment
Expense - Displays the total expenses of the shipment
Margin - Displays the difference between income and expenses
Created By - Displays the name of user who created the shipment.
Export Financial Information
Click on the 'Export' button, a file gets download with the information displayed on the Finance page in MS-Excel format.