With the latest update of TrakIT, a new "Analyse" tab has been added to the Job Finance page. This tab allows users to view the summary of the shipment finance based on preset views.
The following views are available, along with an example of each.
Account Master Summary - The information is grouped as per the Account Masters. Each account master present in the accounts tab is summarised.
Account Category Summary - The information is grouped as per the category of the Account Masters. Each category is presented per row.
Work Order Profitability - This view displays the profitability of each work order in the job seperately.
Each of the views can be exported to Excel if required.
For any questions or clarifications, please contact TrakIT Support.