Daily Checklist
Review Trip Report
| Gallons Delivered and Gallons Meter equal | ||||||
| Mileage is accurate | ||||||
| Account for variance |
Review Journal
| Gallons match Trip report Gallons Delivered | ||||||
| Dollars match Invoice Dollar on Trip report |
Bulk Truck Delivery
| Review Driver and Truck report to make sure data is accurate | ||||||
| Review Meter vs. Gallons report | ||||||
| Make entries for hand-entered journals |
Monthly Checklist
| All sales and payments are posted | ||
| Process meter billing | ||
| Process recurring billing | ||
| Process tank rent | ||
| Change the Posting date | ||
| Print Sales Tax reports |