Settings

Chart of accounts, approval policy and organization · Summit Waste Services
Chart of accounts8 accounts
CodeNameType
1500EquipmentAsset
5010FuelExpense
5020Tipping FeesExpense
5030Fleet MaintenanceExpense
5035TiresExpense
5040InsuranceExpense
5050SoftwareExpense
5060OfficeExpense
Recurring schedules5 schedulesAuto-draft
VendorFrequencyAmountNext run
WQ
Wastequip
Container fleet — monthly lease
Monthly$24,760.00
Jun 8in 5 days
SA
Samsara
Telematics — fleet subscription
Monthly$7,900.00
Jun 12in 9 days
HE
Heil Environmental
Preventive maintenance — quarterly service
Quarterly$18,950.00
Jun 23in 20 days
TR
Travelers
Commercial auto — monthly premium
Monthly$44,200.00
Jul 2in 29 days
PT
Penske Truck Leasing
Truck lease — full-service fleet
Monthly$31,500.00
Jul 5in 32 days
Generating a bill drafts the next invoice into the approval queue and rolls the schedule forward.
Approval rulesRead-only
  • Bills over $50,000.00Controller
  • Bills over $10,000.00Approver
These thresholds are enforced automatically when a bill is submitted for approval.
Organization
SW
Summit Waste Services
Operating · ••4821
Entity
Summit Waste Services · Operating · ••4821
Authentication
Demo modeRole switcher in the topbar instead of real auth.