ACCOUNT-TRAK
ACCOUNTING FOR FREIGHT FORWARDERS
ACCOUNT-TRAK OPERATIONAL TMS
Have you ever wished that your back end accounting system was specifically designed to work with your Operational TMS system? CSA Software’s Account-Trak was designed specifically to eliminate the headaches associated with accounting integration.
Account-Trak is a complete cloud-based, integrated transportation accounting software system that includes Accounts Receivable, Accounts Payable and General Ledger. Built by a CPA, Account-Trak is a complete integrated accounting software application specifically designed to work with World-Trak freight management TMS software. Because of this, the integration is seamless and accurate!
Some of the basic accounting functions utilized by a freight forwarder are included in the World-Trak TMS operations module – no matter which back-office accounting system is used.
These functions include:
Customer Invoicing
Transportation Cost Approval
Sales and Agency commissions
Shipment and operational profitability analysis
The back-end accounting modules handle:
Check writing
Financial Statements
Accounts Receivable and Collections
Non- Transportation Accounts Payable
Some advantages of using CSA’s Account-Trak:
Easy to use with secure access
No customer and vendor cross referencing required
Vendor friendly remittance advice’s which help eliminate phone calls to the accounting department
Automated email statements to customers
ACH and credit card processing
Tools that enable balancing between operational and financial data
CSA Software offers the flexibility for our customers to utilize our own back-end accounting module (Account-Trak), an interface to (Quickbooks), or a customized interface to any accounting application desired. CSA Software is an authorized Quickbooks developer and has created an interface module to automatically move accounting transactions from the World-Trak Operations Module to Quickbooks and back.
Custom Interfaces
World-Trak TMS provides a standard interface table for use in integrating into any accounting application on the market today.
Examples of some custom interfaces that have been successfully implemented:
Great Plains
Oracle Financials
JD Edwards
Business Works
Don’t forget to view our other freight forwarding software products including: Account Trak (operational TMS), Web-Trak (shipment management portal), LTL Trak (software for LTL shipments), WMS-Trak (warehouse management software), and EDI (electronic connectivity) services. In addition, we offer comprehensive custom software solutions to handle special requests and customer specific requirements! Please contact us today, for your Free software Demo!
For the past 27 years, CSA has been more than just a software company… they have been a partner. As demands within the freight forwarding industry continuously change, CSA takes a vested interest in our concerns, challenges and goals. CSA has been committed to providing AFP Global Logistics with the customer service, training and communication essential to meeting our goals and that of our customers.
Cathy Moon – AFP Global Logistics
CSA's World Trak has been instrumental in helping Saturn’s tremendous growth over the years. We strongly feel that World Traks state of the art technology is a game changer with our customers and competitors. CSA Software has allowed Saturn Freight Systems to accomplish our all of our goals over the past several years.
Guy Stark – Saturn Freight Systems
CSA is an integral partner in the success of NGT. CSA goes above and beyond the call of duty and hones in on what our needs are in order to keep us running smoothly. We look forward to a long and continued relationship with CSA.
Andrea Nicholson - NextGen Transportation
The World-Trak system is intuitive and flexible and CSA will adjust it to meet our unique needs.
Nick Schubert – Estes Final Mile
CSA has fantastic customer support!
Bernard Quandt – Diligent Delivery
Request a Free Demo Today!