The accounting process in Ranger begins when a new job is created/saved with the appropriate rates. Data is tracked by job, driver, and truck for reporting and commissions. The process continues through payment and export to QuickBooks, where payments are matched to invoices.
Job Pricing/Rates
For consistency, most companies pre-configure rates by account for automated assignment when a job is being entered (simplifies call-taking). However, rates can be modified or entered “on the fly” to reflect specific job requirements, capacity limitations, or weather conditions.
Invoices (Emailing)
Ranger has multiple invoice formats, and variants. Invoices can be emailed to customers by drivers (configured with needed permissions), or after review by office managers.
Invoices typically include customer signatures – e.g., acknowledging pre-existing damage and/or accepting financial responsibility for the services rendered.
Statements & AR
Statements can be generated directly in Ranger, and then emailed to customers. Account Receivables balances are maintained by account.
Management Reporting
Ranger provides a comprehensive set of reports. Both printed and on-line views are configurable by users.
Link to Quickbooks
The integration to QuickBooks (QB) can be configured to align with company-specific process preferences. There are also multiple tools – e.g., that log the export to QB to identify input errors and that provide summaries of the process to reconcile results.
