Skip to main content

Posting adjustments

Comments

6 comments

  • Jeff Zingg

    I'm still not clear how to enter the difference to balance for  billing discrepancy

    0
  • Melder920

    I like to use the word writeoff and then show towing charges that I wrote off and also then storage/writeoff. But I wish there was a cut & dry way of doing it because everytime I'm trying to accomplish this I do it different. And then I usually get messages that it can't be done. Frustrating

    0
  • Jeff Zingg

    I would assume there should be or suggest a simple way should be created to track adjustments.

    We are on a cash basis not accrual. By doing this processes your way will be cumbersome we would never have as much of a credit to offset the debit.

    The cash method accounts for revenue only when the money is received and for expenses only when the money is paid out. On the other hand, the accrual method accounts for revenue when it is earned and expenses goods and services when they are incurred. 

    0
  • rescuepros

    Jeff, I am not sure if this answers your question. But when you are balancing your invoice out with what let say what Agero shorted you on a call and it is $2.25. if you go to your enoute line or Mileage line of the invoice. You can click on the pencil for to edit button and put a discount rate of -2.25 and that will bring your total down to where the invoice balances out but you are able to keep up with how much you are loosing on each call... You can run a rebate report and it will show you each call that you discounted out... Not sure if that answer your question but it is something I do. It helps put everything in perspective

    0
  • renee.underwood

    Would love a better way to handle this too. If you discount the mileage to what Agero says they are paying you for then how do you then dispute the amount with no record of previous vs new ie shortage??

    0
  • rescuepros

    Well, I use the Agero ticket to dispute the charges.  Agero gives a claim number. I copy and paste this into the note field... In the ticket field, I type in DISPUTE to let me know that I have a dispute on the particular call. Most reports you pull will show the ticket column and most of the time there is nothing in it anyways... I give it a couple of weeks and look back on it... Honestly, I find that most disputes are under $4 and after doing a google map search. I find that Agero was real close to what was paid and that DA over calculated the mileage..  In the ticket area as well I would put Dis 55.50 as an example if I was disputing 55.50 for the call for which I was paid 51.30.. If you have a better way or anyone else has a better way I am open ears.. 

    0

Please sign in to leave a comment.