05. Finance

NOTEUsers with any financial role can view Finance page.
The Finance page displays all shipments in the system based on selected filters that are customize-able by the user. Users can only see shipments belonging to workflows that they have access to by virtue of their assigned location.
Finance page can only be viewed by users who are assigned to Financial Roles in TrakIT. For more information, see Assigning Financial Roles to User
The Filter panel (displayed below) is used to search or filter the list of work orders displayed on this page.

Click on the 'Reset' button to reset filters to their default value (except for the Workflow filter). 

To add new filters, click on the 'Customize' button in the filter panel above:
Select additional filters as required. Selected filters appear as follows:
Once all the filters are selected, click on the 'Search' button, the list of shipments matching the filter criteria is displayed.
The list appears as follows: 
The following fields are displayed:
Transport Document Gives the transport document number
Workflow Gives the name of the workflow
Shipment Type Gives the name of shipment type
Contractual Customer Gives the name of the shipper/receiver
Income Gives the total income of the shipment
Expenses Gives the total expenses of the shipment
Margin Gives the difference between the income and expenses
Rev. Date Gives the latest date populated in event defined for Revenue Recognition Date.
Work Orders Gives the number of work orders in the shipment
Status Gives the status of the shipment.It can be Draft, Approval Requested, Approved, Closure Requested, Closed or Cancelled. Each status is shown in different color.
This page automatically refreshes in every 15 mins. You can also click on 'Refresh' button to manually refresh the page.
Export Financial Information

Click on the 'Export' button, a file gets download with the information displayed on the Finance page in MS-Excel format.