Contract Billing

Print Reports

Selecting the Print Reports button will bring up the report selection window, common to many TruckMate applications. Here, you will select a report file from those available in your system and a Crystal Report will be generated.

For more information on Report functionality in TruckMate, see the Crystal Reports Reference.

Exit

Closes the Contract Billing program.

For more information on the Multi-Company options available from the Menu Bar, see the Multi-Company documentation.

Find Freight Bill

Once you’ve entered a valid Client ID, and Service Level, selecting this button will attempt to locate any matching freight bills and, if successful, will populate the grid with details of those freight bills.

This button is also available from within the Entry Tab.

TruckMate Monitor

Click the down arrow next to this button to access the various functions of the new TruckMate Monitor.

Remember Position / Size

Selecting this option will maintain the program window position and size upon close. When the program is re-opened, it will appear the same.

TruckMate Help

Selecting this button will open the Contract Billing topic in the TruckMate Online Help file (the page you are currently viewing).

Service Portal

Selecting this button will open an instance of your default Internet browsing software, with the https://www.tmwcare.com login page displayed.

About

Selecting this button will open the standard TruckMate About window, which contains important information about the application you are currently using, including its version number (important for support calls).

Setup

Selecting this option will open the Setup window, which allows you to define the Accessorial Charge Codes used throughout the Contract Billing program.

Use the edit pick icons to choose the Accessorial Charge Codes you would like to use throughout the Contract Billing program.

Accessorial Charge Codes are defined in the Codes Maintenance program.

View Freight Bill

Opens an instance of the Customer Service program with the currently selected Freight Bill’s details displayed. This option is also available as a button on the Entry Tab and as a Context Menu option on the Entry Tab Grid.

Get Contract Bills

Selecting this button will pre-populate the Create Invoice Tab > Contract Bills Grid with contract bills. Ensure you’ve selected appropriate starting/ending date ranges, Client ID, and Service Level.

Create Bills

Selecting this option will create Freight Bills based on the data entered into this program.

This option is also available as a button on the Create Invoice Tab

Get Invoice Bills

Selecting this button will cause all consolidated bills to appear in the Find Invoice Tab Grid.

Pick Up Date Range

Use the pull-down arrow to select the appropriate date.

Client ID

Use the search button to bring up the 'Select Bill-To Code' dialog box where you can search by Client ID or Name.

Service Level

Use the search button to bring up available service levels.

Show All

Select 'Show All' to bring up all freight bills associated with this client.

Find Freight Bills

Select the 'Find Freight Bills' button to bring up all bills associated with this client.

View Freight Bills

Once you highlight a freight bill in the grid, then select the 'View Freight Bills' button to go to the Customer Service program and view information for a specific freight bill.

The options on the Contract Billing Tab allow you to specify the Driver involved (and the length of the contract) as well as many other options, including the setup of various Accounts Receivable options.

Driver

Can be used to specify a driver for the bill. The search button button will generate a list of drivers based on your Driver Profiles program information.

Position

Can be used to keep billing batches separate. This information is entered in the Customer Service program, Dispatch Tab. It is editable in the Contract Billing program.

Equipment 1 / Equipment 2

Use the search button to bring up the 'Select Equipment Class' dialog box where you can search by Code or Description. This information is entered in the Customer Service program, Dispatch Tab. It is editable in the Contract Billing program.

Start Time

The program will automatically pre-populate with today’s date. Double-click in the date field to bring up a calendar. You can enter a time in the 24-hour clock as well. Or, in the field just to the right of where the date field pre-populates with today’s date, you can enter your start time. Use a 24-hour clock. For example, for 8:00 am, enter 0800.

End Time

The program will automatically pre-populate with today’s date. Double-click in the date field to bring up a calendar. You can enter a time in the 24-hour clock as well. Or, in the field just to the right of where the date field pre-populates with today’s date, you can enter your end time. Use a 24-hour clock. For example, for 4:00 pm, enter 1600.

Lunch

Enter the time spent away from work having lunch. For half an hour, enter '.5'.

A/R Ded

Select this checkbox if you’d like this entry to be processed as an A/R Deduction.

Driver Ded

Select this checkbox if you’d like this entry to be processed as a Driver Deduction.

Down

Enter the time spent away from work, called 'Down Time'. For half an hour, enter '.5'.

A/R Ded

Select this checkbox if you’d like this entry to be processed as an A/R Deduction.

Driver Ded

Select this checkbox if you’d like this entry to be processed as a Driver Deduction.

Travel A/R

Enter the time spent away from work for A/R travel purposes. For half an hour, enter '.5'.

Travel Driver

Enter the time spent away from work for Driver travel purposes. For half an hour, enter '.5'.

Add A/R

If applicable, enter a second A/R account for the Contract to be applied to.

Add Driver

If applicable, enter another Driver to the Contract.

Min. A/R Hrs.

Enter the minimum amount of hours applicable to this Contract.

Rate Sheet

Manually enter a rate sheet for use with the contract bill, or use the search button button to select one from the Rates Maintenance program.

Odometer Start / End / Total

Use the search button to select a unit of measurement (km/miles). Enter your starting and ending Odometer readings. if you’ve set your Application Configurator option 'Add Odometer to R&M' to 'True', then the total odometer miles will be calculated automatically.

Enter Fuel Tax Button

Clicking this button allows the addition of a Fuel Tax to the current Contract.

Reefer Start / End / Totals

Use the search button to view choices for your Reefer entry. Enter your starting and ending Reefer readings. The program will subtract the starting value from the ending value to display a total value.

A/R Totals

Once you’ve entered the starting and ending time, and any deductions, press the 'checkmark ' (Save) button and the program will automatically calculate your A/R Totals, and Driver Totals.

Driver Totals

Once you’ve entered the starting and ending time, and any deductions, press the 'checkmark' (Save) button and the program will automatically calculate your A/R Totals, and Driver Totals.

A/R Approve

Select this checkbox if you wish to approve this entry and move forward in the process.

A/R Billed

Select this checkbox if this entry has been billed.

Driver Approve

Select this checkbox if you wish to approve this entry and move forward in the process.

Driver Paid

Select this checkbox if this bill has been paid.

Clicking the Details tab will reveal the Freight Bill details of the selected Freight Bill.

Clicking the Fuel Tax Tab will reveal several options for adding a Fuel Tax to the current Contract.

Power Unit

Click the search button to choose a Power Unit from those available in the Power Unit Profiles program.

Jurisdiction

Enter an area code or click the search button to select one from your Codes Maintenance program.

Start Zone / End Zone

Use these fields to enter your Start Zone and End Zone for the Fuel Tax calculation. The search button will generate a list based on the Zones outlined in the Codes Maintenance program.

Trailer / Trailer 2

Use these fields to choose one (or more) trailers for the trip, for use in calculating the Fuel Tax. The search button will generate a list based on the Trailer Profiles program.

Enter Fuel Tax Button

Clicking this button allows the addition of a Fuel Tax to the current Contract.

Down Time

Start Time / End Time

Enter the Start Time and End Time for the current freight bill.

Down

Enter the time spent away from work, called 'Down Time'. For half an hour, enter '.5'.

A/R Ded

Select this checkbox if you’d like this entry to be processed as an A/R Deduction.

Driver Ded

Select this checkbox if you’d like this entry to be processed as a Driver Deduction.

In preparation of the new consolidated bills that are about to be created, this area allows you specify which bills will be affected.

Bill Status

Use the search button to bring up the 'Select Bill Status' dialog box where you can search by either Status Code or Description.

Site ID

Use the search button to bring up the 'Select Site ID' dialog box where you can search by either Site ID or Name.

Child Status

Use the search button to bring up the 'Select Child Status' dialog box where you can search by either Status Code or Description.

Stat. Holiday Hours

Enter any statutory holiday hours.

Create Invoice

Selecting this button will create a newly numbered freight bill in the Customer Service program.