Freight /Towing Suppliers
ENTERING INVOICES - NEW SUPPLIERS (NOT IN XERO YET) MAY 2020
When emailing appropriate person re new supplier – we need to ask these questions so we can set up account and supplier table together with any documents you have Do you estimate we will get another Bill from this supplier in next 6 months ? im ...
P10 NO COST REPORT
P10 NO COST REPORT VIEW THE VIDEO GUIDE WHY? We want to maek sure invoice cost has been added to all brokered items and that this is accurate WHEN We do this on a weekly basis PROCESS Go to P10 REPORT Look at last 30 days - You are looking for items ...
TNT INVOICES WEEKLY CHECK
The purpose of this task is to make sure that all TNT invoices are entered in Xero and paid to prevent overdues. Need UN and PW for TNT Go to the TNT website and log in Go to Invoicing And it will direct you to the eInvoicing page Check if the ...
CONTRA PAYMENTS - SEPT 2016
This is the process on how to do contra payments in Xero and Pinnacle. We need to determine amounts owing of both parties. Once agreed, we will process in Xero and Pinnacle. The party which has the most owing will have remaining amount to pay. We ...
CRAIG GERLACH - commision
Craig Gerlach is a guy who physically checks bidded cars for us. When we receive the invoice (excel), we first go to the Cars Purchased Register doc to note which cars were checked by him: Then we enter the bill as per normal in Xero (CRAIG GERLACH ...
CHECK OVERDUE INVOICES TO PAY
VIDEO GUIDE This task is to make sure we don't have overdue bills to our customers. To do monthly a week after we've made payments. GO TO XERO Accounts - Purchases - Awaiting payments - Sort by Date We are to check those who doesnt have planned ...
CREDITS WITH SUPPLIERS - AP SEPTEMBER 2017
TO DO before we make month payments NOTE: WE PICK UP CREDITS ASAP There are cases that we've made payments for items that were returned for credit after so we need to collect funds We will do this task for suppliers we received credits from but ...
JJ BANK RECONCILIATION TO ACCOUNT TRANSACTIONS (BACK END) - MAR 2016 -XXXXXXX
https://docs.google.com/document/d/14ORwuAOWBPSdNhFSv9ROX0ZqspsGfqJpqIoeZ7Kt1UI/edit?tab=t.0 CHECK BACK-END TRANSACTIONS/REMOVE DOUBLE UPS Overview: The Account transactions tab displays the list of transactions (unreconciled and reconciled) within ...
RTS - STEP 3 - XERO SECTION XXXXX
https://docs.google.com/document/d/1nn98HmnFxdUF9SUXquXDH8et6PclGxYkUL-Nsl-D6-4/edit in step 1 - we action and note that a return must be done in step 2 -we action in pinnacle the physical return of the goods in step 3 - we adjust amount in Xero so ...
A/P- P.O SUPPLIER EOM STATEMENTS XXXXXXXXXXXXXX
https://docs.google.com/document/d/1Huj_A11Nyc1CsjIDLuOkQJ9uZ64OZSO7ZG-u4IGx6Qk/edit?tab=t.0 VIDEO GUIDES How to check statements with missing credit invoice? How to check statements with missing invoice? WHY DO WE DO THIS ? We use the process of ...
ENTER SUPPLIER INVOICE (SI ) - FAQ - pinnacle part (UPDATED 10/01/2017)
https://docs.google.com/document/d/1n2aCYrBylXgsj320dkncUYvCfBjW46GdtsoNnYGZthI/edit#heading=h.i2xvpyan16bz
Entering Freight Details – TNT
VIDEO GUIDE
RTS SENDING PARTS COLLECTION EMAIL TO SUPPLIER
- This task is done as a stock take of whats actually still in retun bays and as a reminder or suppliers to pick up goods llow up to suppliers to pick up their returned parts, we want to do this so we can clear them out of our warehouse and ...
CHECKING CAR PURCHASED - ALL ENTERED FOR PREVIOUS MONTH
Checking Car Purchased - all entered for previous month This task is to check all car purchased from the previous month is entered in xero and car register - Check if the cars from car register masterfile are already entered in xero and ...
CHECKING FREIGHT PROFIT AND LOSS
Checking freight Profit And Loss --Checking Freight bills entered correctly -- > Open Xero click Reports – Profit And loss > Go to Freight located at lower part of the page of the report > Click the amount of the freight company name based on the ...
CHECKING GST ALLOCATION IN XERO - JJ AUTO PARTS MONTHLY TASK
VIDEO 1 - PRODUCING THE REPORT INTO EXCEL Copy sheet to LINK TO GOOGLE SHEETS TABLE CHECKING GST ALLOCATION IN XERO TASK Background GST TAX IN AUSTRALIA this is a 10% tax on all items that are sold ( with some exceptions ) in Australia, so if we ...
ENTERING CAR PURCHASED INVOICES
Entering Car Purchased Invoices STEP 1 Ø - Forward invoice from Buyers email to admin@jjautoparts.com.au. VIDEO GUIDE *Access to Buyers inbox is required, ask your manager to arrange. Ø ...
ENTERING TOLL NORTH INVOICE IN XERO
(Listed on the invoice) - REFERENCE# - This is suppliers invoice number - QTY – quantity in invoice (1) - UNIT PRICE - total amount from invoice including all taxes ,usually found at bottom of invoice or at the stamp ...
CHECKING FREIGHT CHARGES - STEP 2 (OVER VARIANCES AMOUNT)
THIS PROCESS IS ALSO APPLICABLE TO ALL FREIGHT COMPANIES Checking freight charge over variances amount Toll Ipec 468204 $162.33 CASH ACC JOSH 468204 100 · Open invoice in Pinnacle – F5 · Type the Invoice number – click ...
CHECKING FREIGHT CHARGES - AUDIT TASK --- (ALL FREIGHTS) STEP 1
THIS PROCESS IS ALSO APPLICABLE TO ALL FREIGHT COMPANIES FREIGHT MASTERFILE Checking Freight CHARGES · Open Freight invoice from admin inbox · Open Freight Masterfile · Get the DATE RANGE of the invoice · From the ...
ENTERING FREIGHT DETAILS - FREIGHTEX
CLICK HERE FOR FREIGHT MASTERFILE SPECIAL NOTES RE GST TRANSPORT WE DONT PAY FOR OIL CHANGE CLEANING FEE ON INVOICE ,IF YOU SEE THIS INFORM YOUR MANAGER Instructions for entering Freight details to freight Master file. Freight invoice are received ...
RTS - STEP 2 -PINNACLE SECTION
LINK TO GUIDE BRAD 13/09/23
ENTERING SUPPLIER INVOICE (SI) - PINNACLE AND XERO ( updated 10/1/17)
https://docs.google.com/document/d/1dbiyyhALnzZaVOn8P3gyX2_6RI0An-6ZmVgpIu_sA4w/edit
TOLL IPEC -FREIGHT AUDIT STAGE 2
We compare the charged amount (how much we invoiced freight out fro ) against what ipec charged us and create column that shows difference
ENTERING FREIGHT DETAILS - LIDSDALE
LINK TO FREIGHT MASTER FILE TABLE -------------------------------------------------------------------- CLICK HERE TO VIEW LIDSDALE TRAINING VIDEO ------------------------------------------------------------------------------------- GUIDE FOR COLUMNS ...
ENTERING WARRANTY INVOICES IN XERO
https://docs.google.com/document/d/1Y_9FGiEzMaptDzNUgCPXp93jj4xHyhBwuI37X2dno6E/edit
RTS - STEP1 (Guide for accounts ) updated March 2018 Matt XXXXXXX
https://docs.google.com/document/d/1IZ1YAQ4kL_lL9RYB4vBqNOVbaAeCEcULmMgxDcrpBjY/edit We perform this task of checking RTS , by keeping this task up to date we are able to manage credits owed to us by suppliers. We add all the return to suppliers ...
ENTERING FREIGHT INVOICE INTO XERO (ALL FREIGHT COURIERS)
SAMPLE VIDEO GUIDE Freight invoices are located in Zendesk under category A/P FREIGHT/TOWING and will be assigned to whoever is doing task - click the ticket to open download the invoice attached from the ticket, just click the attachment and it will ...
ENTERING FREIGHT DETAILS - GST
CLICK HERE FOR FREIGHT MASTERFILE SPECIAL NOTES RE GST TRANSPORT WE DONT PAY FOR OIL CHANGE CLEANING FEE ON INVOICE ,IF YOU SEE THIS INFORM YOUR MANAGER Instructions for entering Freight details to freight Master file. Freight invoice are received ...
ENTERING FREIGHT DETAILS - NATIONAL FREIGHT MANAGEMENT/KIS TRANSPORT/TNT
ENTERING INVOICE VIDEO GUIDE STATEMENT CHECKING VIDEO GUIDE
ENTERING FREIGHT DETAILS - METROSTATE
CLICK HERE FOR FREIGHT MASTERFILE ================================================================================== SEE VIDEO GUIDE HERE SEE VIDEO # 2 HERE ================================================================================= ...
ENTERING FREIGHT DETAILS - SAMPEDRO -GUIDE FOR JJ ACCOUNTS- UPDATED DEC 2018
ENTERING FREIGHT DETAILS - SAMPEDRO -GUIDE FOR JJ ACCOUNTS- UPDATED DEC 2018 SEE LINK TO WORKING DOC @ DEC 2018 We only do Reconciliation to make sure the drivers invoices and sam pedro invoices are all matching See guide in Tab of worksheet
ENTERING FREIGHT DETAILS - ALAN CAMBEY
CLICK HERE FOR FREIGHT MASTERFILE -------------------------------------------------------------------------------- CLICK TO VIEW TRAINING VIDEO FOR ALAN CAMBY ================================================================================= ...
ENTERING FREIGHT DETAILS - AXIOM/METROSTATE/TOLL IPEC (UPDATED JAN 2017)
VIDEO GUIDE ..
ENTERING FREIGHT DETAILS - TOLL IPEC
CLICK HERE FOR FREIGHT MASTERFILE ----------------------------------------------------------------------------------------------------------------------------- special notes re toll ipec We dont pay the account fee this amount ignore off invoice ...