FREIGHTMATE HELP

Company Records

In the company records option you have the ability to store all relevant company data for producing system generated invoices, purchase orders, repair orders, with company details, address, telephone numbers, ABN number.  This option also records important data such as bank account details, superannuation guarantee %, and default general ledger accounts in one central area for accessing to produce documents and financial reports.

  Company Browse

 The Company file browse window displays some of the information entered into the Company master entry screen.  You have the ability to find, display and print from this window. For more information on these options, refer to Operator Prompts at the front of this manual.

  General

 There are multiple data screens for setting up your company details.  The first is the general information screen for recording trading name, address and telephone numbers.  The information printed on your company stationery is collected from this section of the database.  To move between these screens either use the next page arrows located at the bottom right hand corner of the screen, or use your mouse to click on the page tab at the top of the screen.

 Accounting d screen is for setting up of general ledger codes and tax information relevant to reporting of the Business Activity Statement for the tax department.  It is essential that the fields relating to GST and withholding tax are completed correctly so that the information can be collected for BAS reporting and also to ensure that all information is properly updated to the general ledger.

  The fourth page is for setting up of your computer generated numbering system.  This page has separate editing access to the rest of the Company records.  Once the starting numbers have been set, these should not be altered as problems can arise in all areas of the system if the numbers are duplicated. 

  The second screen is for the setting up of your fiscal year, fiscal month, departments and general ledger default codes.  An entry must be made in each field of this screen to ensure that all information flows to the general ledger correctly.

 Auto Numbering

 This allows for the user to select the starting pont for auto numbering of consignments, manifests, invoices etc.

Other

 The fifth screen is for the recording of your company bank for the purpose of creating EFT transactions, group tax, PPS tax, pallet account number and super guarantee % for calculating of superannuation within the payroll system (if applicable).

Footer Notes

 In the sixth screen you have the ability to make invoice and/or statement notes.  These will print out on all invoices and statements generated.  You also have the option in the customer master file to print invoice and statement notes for a particular customer.

 Notes

The seventh screen can be used for the recording of any general information.

 Printer

The printer setup option is used for some of our clients that use label printers. This information does not need to be entered unless we tell you to.

 Other Continued

The other continued page allows you to select what payroll entitlements to print on your Payslips in Paymate.

Online Set-up

The online setup page is used with our web entry system. This is called Transmate Online. It allows your customers to enter in consignments onto the web site and download them directy into your system. Transmate Online also allows your customers to view consignment details, stock summary and stock movement reports if you use Storemate and also allows you to upload POD’s onto the web for your customer to view. If you use Transmate online you will need to enter in your web code (this will be supplied by Norcom) and an email address that the information keyed into the web will be emailed to. If you purchase Transmate Online you will receive full details on how to get it setup.