CargoEZ | Dev
  • Getting Started
    • Introduction to CargoEZ
      • Dashboard Overview
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      • Picklist Configuration
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  • Modules
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      • Create a Contact
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        • Routing
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      • Create Shipments
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      • Shipment Reports
        • Reports Detailed View
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      • Tracking
      • Create Invoice
      • Create Bill
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      • AWB Manager
      • Invoice Templates
      • Approval for reports
      • Configuring Shipment Reference number
      • Sales Reports
      • Tracking Reports
      • Shipment Table
      • Air Booking Details
      • Sea Booking Details
    • Finance
      • Navigating Cargo Books
      • Filters
      • Line items and Categories
        • Tax
        • Lineitem
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        • Chart of Accounts
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      • Sales
        • Invoice
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      • Expenses
        • Vendor Credit
        • Write Cheque
        • Expense
        • Pay Bill
        • Bill
        • Print Checks
      • Report
        • Profit and Loss
        • Balance Sheet
        • Trial Balance
        • Lineitem Summary
        • Reconciliation Report
        • Accounts receivable aging detail
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        • Transaction list by customer
        • Accounts payable aging details
        • Accounts payable aging summary
        • Audit History
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      • Customer Portal Dashboard Overview
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      • FMC Rates
      • Account
      • Reset Password
      • Notifications
    • WMS
      • Settings
        • Pricing Scale
        • Products
        • Customer Settings
        • Email Templates
        • Prefix Settings
      • Add Warehouse
      • Add Zones & Locations
        • Rack
        • Floor
      • Inbound Management
      • Work Orders
      • Shipment Not For Storage
      • Documents
      • Notes
      • Outbound Management
      • Connected Shipments
      • Filters
      • Inventory
      • Accounting
      • Print Label & Print Receipt
    • RMS
      • Air Rates
        • Search Air Rates
        • Manage Air Rates
      • FCL Rates
        • Search FCL Rates
        • Manage FCL Rates
        • Surcharges
        • Filter
        • Batch Update
        • Batch Delete
      • FMC
        • Search FMC
        • Add Rates
        • Organization & Publisher
        • Tariff Rules
    • Chat
    • Mobile App: Quick Start Guide
      • Footer Navigation
      • Contacts
        • Create Contact
        • Update Contact
      • Leads
      • Freight
    • Tower App
  • Organization Settings
  • FAQs
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On this page
  • Accessing Cargo Books
  • Getting to Know Cargo Books Welcome Screen
  1. Modules
  2. Finance

Navigating Cargo Books

PreviousFinanceNextFilters

Last updated 11 months ago

CargoBooks is designed to effortlessly manage all your company's financial and accounting needs. As your all-in-one logistics financial management solution, it ensures seamless handling of your financial logistics.

Accessing Cargo Books

To access the Cargo Books, follow the below steps

  1. Navigate to the CargoEZ welcome page.

  2. Click on the Finance module.

  3. This will direct you to the Cargo Books dashboard.

Getting to Know Cargo Books Welcome Screen

Dashboard - Your central hub providing a comprehensive overview of essential financial aspects. Explore the dashboard to access vital data and insights, with flexible options to view information for different time frames.

Sidebar - Home to menus dedicated to finance and accounting management.

Settings - Your key to customizing Cargo Books to perfectly fit your business's individual requirements.

Support - Your go-to resource for swiftly accessing documentation or contacting our Support team.

Search - Simplify your quest for invoices, bills, or accounts directly from the welcome page, hassle-free.