Advanced Accounting Toolkit Module

The Advanced Accounting Toolkit Module adds more invoicing and reporting capabilities to the company's Limo Anywhere system.

This article shows what is added in each area by the Advanced Accounting Toolkit Module.

Invoicing

The Limo Anywhere Core System comes with Basic Invoice and Extended Invoice Formats. The Advanced Accounting Toolkit Module adds four additional invoice formats illustrated below.

Itemized Invoice

Detailed Extended Invoice


Detailed Extended Invoice No Header

VAT Invoice



Additional Reports


The Advanced Accounting Tool Kit module adds three additional reports to the Reports function of Limo Anywhere.

  • Customer Open Balance Statement reports on an Invoice or Trip basis all unpaid items for all or a given account.       
  1. Select either 'Trips' or 'Invoices'.
  2. (OPTIONAL STEP) Select the 'Billing Contact' from the drop down list.
  3. Enter the date range in 'Date From' and 'Date To' fields.
  4. Select the 'Output Format' as 'Web page' or 'MS Excel' from the drop down list.
  5. Click the 'GENERATE REPORT' button.

 

An example of the resulting Customer Open Balance Statement is below.
   

  • Monthly Recap Report quickly summarizes the sales revenue for the company in a given month broken out by Car, Driver, Vehicle Type, and Affiliate.
  1. Select the 'Month' and 'Year' to be reported on in the drop down lists
  2. Click the 'GENERATE REPORT' button.



An example of the resulting Customer Open Balance Statement is below.
  



  • Reservation Summary Report provides a listing of reservation booking activity for a given time period along with the system user that placed the trip into Limo Anywhere.
  1. Select 'Exclude Pending Reservation' by clicking the check box if reservations in Pending status are not to be reported on.
  2. Select the order by which the reservations are to be displayed by selecting 'Date Created', 'PU Date' (pick up date), or 'Conf#' (confirmation number) in the 'Sort By:' drop down list.
  3. Select in the 'By User:' drop down list if the report is to be created for All Users (default), or a specific System User. System Users are those personnel in the company's Limo Anywhere system authorized to make reservations.
  4. Enter the date range in 'Date From' and 'Date To' fields.
  5. Click the 'GENERATE REPORT' button.

 

An example of the resulting Reservation Summary Report is below.

  • Enhanced Sales Revenue Report Options

The Advanced Accounting Tool Kit module will increase the available Report Formats as displayed below. Below are the report types available without the Advanced Accounting Tool Kit module in the Limo Anywhere Core System.


The Report Formats available with the Advanced Accounting Tool Kit module are displayed below.



For example and as illustrated below; creating a Tax Report allows the taxes on each trip on the report to be detailed independently of any other rates.



 
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