Dashboard
Month-end operating snapshot by depot, with duplicate and zero-rate indicators.
Vendor account history
Depot Totals
| Depot | Orders | Weight | Amount |
|---|
Recent Pickups
| Date | Depot | Vendor | Weight | Amount |
|---|
Pickup Entry
Enter one pickup at a time. Vendor rate and payment amount calculate automatically.
Review & Edit Entries
Find a saved pickup and choose Edit to correct its date, account, quantities, or notes. Leave dates blank to include all dates.
Saved Pickup Entries
| Date | Depot | Vendor | Quantity | Rate | Amount | Notes | Actions |
|---|
Vendors
Manage active vendor/account records, depot assignment, and pay rates.
| Account ID | Intacct Vendor ID | Name | Depot | Type | Payment Options | Web Pickups | Status | Contact | Actions |
|---|
Month End
Payments
Monthly vendor payment rollup by depot and vendor.
| Depot | Vendor | Pickups | Total Weight | Rate | Pickup Amount | Monthly Flat Pickup Rate | Amount | Location |
|---|
Import Monthly Good Pickups (Charity)
Pull monthly good pickup counts from the linked Google Sheet and apply them to mapped charity vendor profiles.
Issues
Exception list for duplicate pickups, vendor setup, order data, and Sage export readiness.
Action Items
| Severity | Type | Item |
|---|
Duplicate Check
| Date | Depot | Vendor | Combined Weight | Count |
|---|
Sage Export
Review consolidated bills and download the Sage Intacct AP import file. Saved payment amounts are preserved.
Expense account settings
Codes from your sample are filled in where the mapping is unambiguous. Choose a valid Intacct expense account for other accounts and categories. Saving changes only export coding.
| Account | Category | Expense account |
|---|
Download Files
| Bill | Account / Intacct vendor | Depot | Category / reference | Expense account | Location | Amount |
|---|
Users
Create dashboard and depot form users, then assign each depot user to the form they should use.
Current Users
| User | Access Type | Depot Form Assignment | Form Link | Actions |
|---|