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Company Revenue Report In Carrier TMS

Sam
Updated

Introduction

The Company Revenue Report in Carrier TMS shows which companies paid you during a time period, how many loads each one moved with you, and your total revenue for that period.

Video: How to Generate a Company Revenue Report

This video walks through opening the Company Revenue Report in Carrier TMS. Every step in the video is also written out below.

How to Open the Company Revenue Report

Step 1: Open the Reports Menu

  • Log in to Carrier TMS.
  • Click Reports at the bottom of the left-hand navigation.
Carrier TMS Loads page with an arrow pointing to the Reports icon at the bottom of the left-hand navigation

Step 2: Select Company Revenue

  • Select Company Revenue from the list of reports.
Reports menu in Carrier TMS with Company Revenue selected, showing the Accounting method dropdown, Choose Period field, and Company Name and Load Count columns

What the Report Shows

  • Accounting method – Choose Cash or Accrual to change how revenue is calculated (see below).
  • Choose Period – The date range for the report.
  • Company Name – Each company that paid you (Cash) or that you invoiced (Accrual) during the period.
  • Load Count – The number of loads each company moved with you.
  • Amount – The total revenue from each company. Click View Loads under any amount to see the individual loads.
  • Total – The panel on the right shows your Company Revenue across all companies for the period.
Company Revenue report with the Accounting method, Choose Period, Company Name, Load Count, and Amount fields highlighted, and a Total panel showing Company Revenue

Accounting Methods

Use the Accounting method dropdown to calculate revenue one of two ways.

Cash Accounting

Counts revenue when payment is received.

  • Includes loads in the Paid and Archived sections of the dashboard.
  • Uses the paid amount to calculate revenue.
  • Filters loads by payment date.

Accrual Accounting

Counts revenue when the invoice is sent (billed), not when payment is received.

  • Includes loads in the Billed, Paid, and Archived sections of the dashboard.
  • Uses the order price to calculate revenue.
  • Filters loads by invoice sent date.

Changing the Date Range

By default, the report shows the current month. To change it:

  1. Click the calendar icon in the Choose Period field.
  2. Select a start and end date.
  3. The report updates automatically.
Company Revenue report with the Choose Period calendar open, showing two months with a date range selected

Next Steps

This report shows what you've been paid. To see what customers still owe you, use the Accounts Receivable report.

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