The Workbook provides a comprehensive view of entries by booking, trip, or invoice, enabling efficient tracking and management of billing activities.

You can apply filters to refine your view based on client name, facility, broker, or vehicle, allowing customized analysis and reporting.

 

Booking View

This page allows you to:

1. View the bookings and expand to see the associated legs in it.
    
2. Edit and cancel trips as needed.
    
3. Create invoices for completed trips.
    
4. Apply payments received from clients or brokers.
    
5. Perform bulk actions like cancellations and mark them as paid.
    
6. Export the bookings in a CSV file.
    

Trip View

Trip View provides detailed information about each trip, including individual legs.

You can easily export the trips in a CSV file.
 

Invoice View

Here, you can monitor the status of invoices, including whether they are paid, unpaid, or partially paid.

It also provides information about the number of bookings that remain unbilled.