The Revenue Report provides a summary of all revenue associated with customers, using G/L codes that start with '4' (e.g., G/L code 4XXXX).
The Cost Report details all costs and expenses, using G/L codes that start with '45' for costs (e.g., G/L code 45XXX) and '5' for expenses (e.g., G/L code 5XXXX).
This breakdown is based on GoFreight’s default G/L code (General Ledger Code) structure.
Who Can Access the Revenue/Cost Report
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.
Generating a Revenue/Cost Report in GoFreight
To generate a Revenue/Cost Report in GoFreight, please follow these steps:
- Navigate to “Accounting” > “Report” > “Revenue/Cost Report” on the navigation bar.
- Select the Report Type and Period, then click “Print.”
Below is a sample of the Revenue Report. This report shows all customer revenue, including invoices and D/C notes for the selected period. By clicking on the customer name hyperlinks, you can see which invoices and D/C notes contribute to this customer's revenue report.
You can download the report as a PDF or Excel file, or print it directly by clicking the respective buttons at the top of the preview page.
For a visual guide on this feature, please refer to the following video: