Who Can Access the Trial Balance
By default, only the General Manager, Accounting Manager, and users with the Accounting role have access. Users in other roles can access this feature if approved by an Admin or General Manager. GoFreight support agents can also grant access, with or without modifying the user’s role.
(A) Creating a G&A Expense
GoFreight's General and Administration (G&A) Expense feature in the Accounting module allows you to record any expenses that are unrelated to specific shipments. This includes items such as rent, office expenses, insurance, and legal fees.
- Navigate to "Accounting" > "Invoice/Cost" > "Create G&A Expense".
- The "Vendor" field is required. To add charges, click the green "+" button and enter the necessary details.
- Once you have confirmed that the details are correct, click “Save.”
If you are unsure about some details or do not want this entry to be an official accounts payable (AP), click “Save as Draft.”
If you wish to convert a draft AP into a normal AP, click “Tools” > “Convert to Normal.” This action will make the draft an official AP.
(B) Creating a G&A Invoice
GoFreight's G&A Invoice feature in the Accounting module also allows you to record receivables unrelated to specific shipments, such as miscellaneous charges and accounts receivable.
- Navigate to "Accounting" > "Invoice/Cost" > "Create G&A Invoice".
- The "Bill to" field is required. To add charges, click the green "+" button and enter the necessary details.
- Once you have confirmed that the details are correct, click “Save.”
If you are unsure about some details or do not want this entry to be an official invoice/accounts receivable (AR), click “Save as Draft.”
If you wish to convert a draft AR into a normal AR, click “Tools” > “Convert to Normal.” This action will make the draft an official AR.