Modules

Trucking Accounting Software

Using the right trucking accounting software package adds up to a more cost-efficient operation.

We have trucking accounting software that integrates with our other modules to make your financial worries go away. You’ll be able to perform virtually any truck accounting function with ease. And the best part is how seamlessly they integrate. Here are some of the many CSIRoad truck accounting software options below that will make you love transportation management!

Accounts Receivable

• Direct access to freight bills and supporting documents
• Ability to fax or email freight bills and supporting documents directly from AR
• Full collection capability, such as notes on each transaction to when collection calls should be made
• accommodates one payment on a Master bill or detailed payments
• Effectively addresses short and unapplied payments
• Ability to apply payments by customer or invoice
• Processes credit and debit memos, as well as miscellaneous invoices
• User defined aging categories
• Multi company capable
• Full range of AR reports

Accounts Payable

• Tracks multiple checking and AP accounts
• Processes Recurring Vouchers
• Integrates with Driver Settlement
• Accommodates “hand” and/or “quick” checks
• Generates Cash Requirement reports
• Prints checks and 1099 forms
• Direct deposit and electronic 1099 filing
• Calculates due and discount dates automatically
• Audit checks to preclude duplicate payment
• On line cash requirements information
• Quick and manual check options

Payroll

• Accommodates multiple company and payroll checking accounts
• Allows for direct deposit
• Calculates user-defined earnings, deductions, and taxes
• Integrates with the driver settlement and the general ledger applications
• Prints checks and W-2 forms
• Direct Deposit and electronic filing of W-2’s
• Reconciles checks
• Prepares 941 reports
• Time clock option

General Ledger

• Integrates with the other CSI modules for line and staff management
• Addresses recurring and manually prepared journal entries
• Processes multiple accounting periods at any time
• Allows for multi-company and/or department capability
• Generates both standard and comparative financial and audit reports
• Records fixed assets
• Calculates accrual processing

Fixed Assets

• User defined depreciation methodology
• Calculate the value of the Fixed asset as it depreciates
• Dispose of Asset and calculate it’s final value
• Create new assets from an existing asset
• Multiple general ledger postings based on a location or an asset type
• Ability to select asset code, asset type or asset location for Depreciate processing

It’s all there when you use state-of-the art accounting software for trucking from CSIRoad. Our truck accounting software is just one more reason why since 1990 CSIRoad has been the software company transportation professionals like you have come to “count on!” Since we are based in south-central Pennsylvania, which is one of the top areas in the United States for the trucking industry, we will be able to understand you and your business.

Customer & Carrier Web Portals

CSIRoad.com is proud to offer integrated online components to its popular CSIRoad transportation management system. CSI.eLoad allows for online tendering and tracking of loads, resulting in great time and cost savings for transportation firms and their dispatching staff. In addition to tendering and tracking loads, CSI.eLogistics includes: a load quote option, an edit load option, and a carrier status option.

CSIRoad online module features include:

• Use Internet technology to enhance your business operations
• Log-in features allow for multiple levels of security
• All online applications integrate with CSIRoad
• Tender, track, and edit loads online
• Customers and prospects may request quotes, field agents can submit, review, edit, and confirm quote requests
• Drivers can download the next day’s schedule and settlement sheets
• Web hosting and web site design available.

Dispatching

CSIRoad can generate quotes, accept loads, assign drivers, research and respond to customer, driver, and management’s questions.

Features of interest include:

• Accommodates quick and flexible load entry (Keyboard or Windows options)
• Dispatchers can design their own planning sheets
• Warns dispatchers if mismatches occur on hours, physical expiration dates, equipment type, etc.
• Centralizes the availability of company resources
• Route Optimization: application generated assignment of resources to loads for dispatcher review and approval
• Allows dispatchers to define driver, truck, and load filter criteria for load assignment and to view geographic areas
• Find loads closest to a driver or driver closest to a load
• Drivers can update load information via on board computers, internet, or direct access to network when in driver’s room
• Provides customers with direct access to their respective loads as well as to tender loads via e-applications
• Integration to mileage databases: PC Miler and Rand McNally
• Integration options to other CSI applications such as: Brokerage, Tank Wash, Fleet Maintenance, Keep Fill, Warehousing, and Commodity Sales

Driver Settlement

• Receives Settlement information from dispatching and freight billing
• Updates settlement data to payroll and/or accounts payable
• Provides the ability to pay Drivers, Power Units, and Trailers by percent of load revenue, miles run, hours worked, flat amount, or a combination thereof
• Accommodates trip advances/returns and any other on-the-road expense
• Generates fuel and mileage and IRP apportion tag reports
• Allows authorized users to view all details on previously settled records
• Download Fuel purchases from financial supplier
• eDriver for driver internet access to secure settlement current and historical information

Freight Billing

The Freight Billing application allows you to adjust, rate, print or electronically transmit freight bills. Best of all, nothing has to be re-keyed; the billing information updates from dispatching. Additionally, all billing information flows to the other accounting modules when updated.

• Allows for flexible rating – bills can be automatically and/or manually rated by weight, miles, location, units, flat, commodity, or trailer
• Allows for tailored special (Accessorial) charges for each customer
• Numbers and traces history of orders and bills automatically
• Rebilling is easy and complete
• Electronic transmittal: EDI, FTP, or EMAIL
• Master Billing
• Multiple Commodities option on each bill
• Keyboard or Windows Entry
• Provides online history to authorized users
• Simultaneous online access to relevant information
• Customer Information, Collections, Accounting
• Interacts with supplemental IMAGING applications

IFTA Reporting

• Automatically generated from dispatching and billing workflow
• Easily synchronized to actual odometer readings
• Audit trail to fuel purchased and tolls paid
• Integrated to export to your Fuel Tax software
• Fuel and mileage and IRP apportion tag reports

Quotes & Order Entry

• Internet Ready
• As liberal (location to location) or as restrictive as you want to make it
• Override capability with management accountability reports
• Integrated to dispatch on acceptance

Safety & Accident Reporting

• Drug testing & tracking
• Driver personnel management
• Pre-employment verification
• Driver violation maintenance
• Integrated to dispatching for incident reporting

Shop Maintenance

Shop Maintenance allows you to coordinate what happens in the repair shop with what happens out on the road.

Repair Processing allows you to enter labor, parts, warranty and outside repair information, each with respective billing options.

The CSIRoad Shop Maintenance Module has features such as:

• Inventory Processing maintains inventory transactions with costing, locating, reordering & purchasing capabilities
• Preventative Maintenance provides for the establishment of job codes, schedules & shop reports
• Tracks fleet wear by hours, miles, time & fuel
• Ability to produce repair invoices to be reconciled in Accounts Receivable
• Tire Tracking records the tire’s location and wear measurement
• Warranty Tracking
• Document Management
• Integration directly into Accounts Receivable, Accounts Payable, Settlement, Payroll, and General Ledger
• Bar Coding
• Job Standards to be used as work plan and measurement of performance
• Can record fleet information at multiple locations