Reports included in Version 2.0
The following reports are included in version 2.0. Reports marked with an asterisk (*) are scheduled for release in version 2.1 (mid-June 2002).

Accounting | Fuel | Load (and Settlement) | Maintenance | Setup

Accounting Reports

Account Transactions
Shows date, reference, amount, name (of the Contact who made or received the amount) and description of all of the accounting transactions entered in LoadLedger within any date range.
You can also narrow the report by selecting a type of account (like bank, credit card, income, expenses and so on) or a specific account (like Checking, Visa, or Fuel).

Income Statement (often called a Profit and Loss Statement or Operating Statement)
Income and expenses (broken down by account) and net income (the income - expenses).

Balance Sheet
The financial status of the business on a specific date.

Audit Trail
All of the transactions entered for a specified account(s) in date order as they were entered in LoadLedger. Shows date, amount, account and description.

Account Adjustments
All of the adjustments made in the Account Adjustments window by date or by the type of account for any date range.

Expenses by Reference
Expenses sorted by the payment Reference number for any date range.

Check Register
Shows payments and receipts for any Bank account. (Useful for checking your bank statements or balancing your checkbook!)

Break-Even/Cost per Mile Analysis
Shows cost per mile and break-even point based on real data for any time period or you can create scenerios to see "what would happen if ..."

* Vendor Activity
Payment transactions for a specific vendor over any time period.

* Customer Activity
Income, advance and/or reimbursed expense transactions for a specific customer over any time period and whether payment has been received.

Fuel Reports

The fuel reports calculate for tractors marked IFTA Reportable in the Tractor Setup.

Fuel Tax Tables
Tax rates in LoadLedger for a specific quarter.

Fuel Tax
Information needed to complete the quarterly IFTA report. (Some states accept this report as supporting data.)

Fuel Costs
Actual fuel costs and fuel costs after applying current fuel tax rate for any date range.

IRP
Total miles and the percentage of total miles in each state for a date range.
* Loaded and empty miles separated from total miles

Fuel/Mileage Audit
Details of fuel purchased and miles run in each state, including trip routes for any tractor or all tractors.

Load (and Settlement) Reports

Load
All of the information entered about the load (from the Loads window).

Load Recap
Cost per mile and income per mile information specifically from information entered in the Loads and Maintenance windows. It also shows total miles for the period, loaded and empty. One of the most useful reports in LoadLedger!

Load Summary
Basic information entered about loads over any date range, for any specific tractor, customer or driver. Shows load #, date, customer, tractor, trailer, driver, net load income, total state and odometer miles, pick ups and drops.

Driver Activity
Total miles driven (separated by loaded and empty miles) for a driver over any time period.

Settlement
All of the information entered in a settlement (from the Settlements window).

Settlement Summary
Shows information from multiple settlements over any date range, specific tractor or customer.

Maintenance Reports

Maintenance (by Odometer or by Date)
Details of maintenance performed on the specific equipment selected.

Maintenance Reminders (by Odometer or by Date)
Reminders for maintenance for each piece of equipment during the selected odometer or date range. Also shows the maintenance transaction where the reminder was created.

Setup Reports

Contacts
Address book and mailing labels for all or any type or range of Contacts.

Equipment
Details of tractors or trailers.

Chart of Accounts
Shows the current Chart of Accounts.