Point Of View

There are two points of view The Truckers Helper program can operate.

Point Of View #1:

Cash is the Drivers or Single Truck Owner leased to a company point of view. Receivables only apply to Reimbursed Expenses. You operate your business on a cash basis only showing income when it is received.

Point Of View #2:

Receivables are the Company point of view. The company bills the customer for loads, and creates receivables. The Truckers Helper considers the income the amount billed not the amount collected. Income reports reflect the amount billed not the cash collected.

To Change Point Of View:

1. Close Income & Expenses window.

2. From The Truckers Helper Main menu bar choose Utilities. From the Utilities pulldown menu choose Program Options. The Preferences window is displayed.

3. Select the tab labeled Accounting.

4. Under Payroll select the Payroll On check box to turn ON the payroll features for the Company point of view, or to turn OFF the payroll features for the Drivers/Single Truck Owner point of view.

Note: A check mark in the check box represents the feature as ON. No check mark in the check box represents the feature as OFF.

Mixing Points Of View:

You cannot mix the two points of view. If you are a company who leases your trucks you can operate on a cash basis, but you need to exercise care in making your entries so you do not mix the points of view.

Example:

From the Drivers point of view a Reimbursed Expense is a receivable. To show this in Income & Expenses choose Receivable from the Type pulldown list. Choose Reimbursed Expenses from the Charge To Acct pulldown list.

From the Company point of view a Reimbursed Expense is an expense (choose Other as reimbursed expense, see also Transaction Help), which is entered with the payment account as Driver Reimburse. Payroll reimburses the driver and displays the expense.

If you are leased to a company and have the expenses reimbursed to you, then you need to make an entry for the item displaying it as Income. Do not enter it as a reimbursed expense to you because The Truckers Helper calculates your Profit & Loss incorrectly.

Here's Why -

A reimbursed expense is a wash - you spend $10, you are paid $10, so the net effect is $0.

If you are a company who reimburses a driver, The Truckers Helper program creates an Expense. If you manually create a Receivable/Reimbursed Expense on top of the expense the program creates, you end up with a $10 expense you really did not incur. This is because The Truckers Helper program will not tie the Reimbursed Expense you created with the Driver Reimbursed Expense created by the program. To simplify matters, enter the Reimbursement to you as an Income (without an associated Receivable). The Income entry is offset by the Expenses entry created by Payroll when the driver is paid.

Drivers Point Of View

Company Point Of View

To Display As Income: