Offline — live accounting changes cannot sync until your connection returns.
GEOSUN CORP · LIVE OVERVIEW

Dashboard

Receivables aging open balances by days past due · as of today, ignores the date range
Money received
Load status breakdown count · open balance · in period
Recent payments
    Waiting to be paid oldest delivery first

      Loads

      / Search
      Load IDVehicleShipperDriver teamPickupDeliveryPriceDriver PayPaidBalanceMethodStatus

      Needs Review

      Load IDBrokerDriverException TypeExplanationDate DetectedStatus

      Shippers / Brokers

      Who you haul for — brokers, auctions, dealers, direct shippers.
      CompanyContactPhoneEmailAccounting EmailLoadsBilledCollectedOutstanding

      Weekly Earning

      Driver teams as they appear on loads.
      Driver teamLoadsTotal GrossDispatchInsurance/SuperLogBook/SignsCODDeductionsNetPaymentScreenshot
      Manager Salary same week as above
      NameBasisSalaryPayment
      Dispatchers Salary same week as above
      NameDriver team(s)BasisSalaryPayment
      Company Net Income same week as above
      Before Expenses FYI

      Drivers

      Set the dispatch fee % per driver team — used to calculate the Dispatch fee in Weekly Earning.
      Driver teamDispatch fee (%)Dispatcher salary (%)LogBook/Signs

      QP%

      Brokers that deduct a Quick Pay fee. When a load's shipper matches, QP Fee fills in automatically.
      BrokerPercentage (%)Flat amount ($)Example on a $1,000 load

      Analytics

      Weekly driver settlement — gross, dispatch, insurance, COD and net per driver.

      Trial Balance

      Everything summed — income vs. expenses — plus your own expense entries.
      Company Net Income same breakdown as Weekly Earning, summed over the period above

      Checks & Balances

      What your checking account should show right now — starting balance, plus everything actually collected, minus everything actually paid out since then.
      Starting point

      Update this whenever you check your real bank statement, to re-sync the starting point. Everything below only counts what's happened since this date — nothing here can be typed over directly.

      Breakdown
      Activity every transaction in the period above, like a bank statement, newest first

      Audit Log

      Real business changes recorded in the cloud.

      Open Audit Log to load recent changes.

      Settings

      Company identity, data protection and connected accounting workflows.
      Getting started Your accounting workflow

      Company details → brokers and drivers → loads and payments → review exceptions → weekly settlement → download a backup.

      Open help center
      Company Shown on printed invoices
      Data protection Backups, snapshots and recovery tools

      HaulBooks syncs your accounting data to your signed-in cloud account and keeps a local device copy for resilience. Create a backup or cloud recovery snapshot before major changes.

      Open daily backups to check the latest recovery point.

      Backup Health: Daily snapshots are enabled. Restore verification runs safely against a temporary in-memory copy whenever a recovery snapshot is inspected; production data is never overwritten by the test.

      Payment reminder export Connect a local JSON file for reminder automation

      Lets a daily automated check (set up separately with Claude) read your brokers' accounting emails and each load's due date, so it can draft payment reminder emails. Nothing is uploaded by this button itself.

      Import weekly loads Excel files using your existing weekly format
      Ready to import one or more weekly Excel files.
      View spreadsheet format and import rules

      Select weekly .xlsx files together. Required headers are Load ID and Price ($); the usual broker, driver, date, fee and payment columns are supported. Review new and existing counts, choose overwrite or skip, then approve the exact financial and settlement changes before anything is written. Blank Driver Pay is calculated as Price minus Broker Fee minus QP Fee, using the broker's configured QP rule. Entered Driver Pay values, including 0 and 777, are preserved exactly. Existing manual and approved values remain protected. Paid status: numeric Paid Amount, a green fill or a PAID filename can mark a load paid. Only an actual numeric Paid Amount creates a receipt; a blank cell never creates a balancing payment. Broker receipts and driver/dispatcher paid-week markers remain separate. System warnings appear in Needs Review; Deduction notes remain your notes. A safety snapshot is created before an approved import, and Recent Imports provides batch-scoped Undo.

      Recent imports
      Import history loads when Settings opens.