Transport accounting software
Transport accounting software with purchase orders, supplier ledgers, invoices, receipts, payments, journal entries, and financial reports.
- 01
Configure the books
Set the financial year, account hierarchy, tax configuration, document numbering, and approval requirements. Review these choices with your accountant.
- 02
Record and reconcile
Create POs and accounting documents, attach source records, and match receipts and invoices. Review supplier balances and payment references.
- 03
Finalise and report
Check the draft, finalise postings, and review account balances. Use adjusting entries or credit/debit notes where finalised records need correction.
Quick answer
What is MoboSafe Transport Accounting?
MoboSafe transport accounting connects purchase orders, supplier accounts, ERP documents, and journal entries with a chart of accounts. Teams can create sales and purchase invoices, receipts, payments, and credit or debit notes, then review financial statements and GST reports. Documents can reference a trip, purchase order, or contract for traceability.
Capabilities at a glance
Trace documents, supplier balances and postings.
Fuel bills, material purchases, driver expenses, and customer invoices describe different parts of the same business. Keeping their references in the accounting record makes a balance easier to explain and gives finance a clearer path back to the underlying transaction.
Purchase order lifecycle
Create itemised orders with supplier details, terms, expected delivery, discounts, and taxes. Use change orders for approved POs and record goods receipt before closure.
Supplier accounts
Maintain payment terms, bank information, credit limits, invoices, payments, and balances. Review aging and export a statement for reconciliation.
Documents and ledger
Prepare accounting documents and post them when finalised. Review debits, credits, references, and attachments with an audit trail for changes.
Financial reporting
Generate balance sheets, profit and loss, trial balance, cash flow, and GST reports. Choose reporting periods and comparison views before exporting.
Configure the books, reconcile and finalise.
From the trip sheet. To the balance sheet.
Configure the books
Set the financial year, account hierarchy, tax configuration, document numbering, and approval requirements. Review these choices with your accountant.
Record and reconcile
Create POs and accounting documents, attach source records, and match receipts and invoices. Review supplier balances and payment references.
Finalise and report
Check the draft, finalise postings, and review account balances. Use adjusting entries or credit/debit notes where finalised records need correction.
Configure the books
Set the financial year, account hierarchy, tax configuration, document numbering, and approval requirements. Review these choices with your accountant.
Record and reconcile
Create POs and accounting documents, attach source records, and match receipts and invoices. Review supplier balances and payment references.
Finalise and report
Check the draft, finalise postings, and review account balances. Use adjusting entries or credit/debit notes where finalised records need correction.
Ledgers, financial statements and GST reports.
- Supplier ledger and aging
- Invoices, receipts, and payment records
- Trial balance and financial statements
- GST report exports
Evaluate your transport accounting workflow.
- Choose this for accounting records and period reports
- The documented workflow includes a chart of accounts, journals, invoices, receipts, payments and financial statements. Trips, fuel and stores supply operational context. A reference to a trip helps explain a document; review the actual finalised posting when checking a ledger balance.
- Test one document through the books
- Have your accountant review a source document, its journal and ledger entries, supplier aging and a required report export. Include a correction to a finalised document. If you retain another accounting system, define the exchange of records and reconciliation responsibilities as part of the integration scope.
Confirm opening balances, accounting policies, GST/TDS settings, and document numbering before rollout. Report preparation is distinct from statutory filing. Ask the team to demonstrate the exact exports and third-party accounting connections required by your business.
Module access, vehicle and storage limits, hardware, and supported integrations depend on your subscription and configuration. Scope your quote around the required workflows, including any third-party charges.
Review a trip-to-ledger exampleAccounting records, corrections and export questions.
Can accounting documents reference a trip?
Yes. The document workflow supports references to trips, purchase orders, or contracts, allowing a reviewer to connect the entry with its operational context.
Can finalised invoices be edited directly?
The documented workflow locks finalised documents. Corrections use linked credit or debit notes; draft documents can be edited before finalisation.
Does a GST report mean returns are filed automatically?
No. Report generation and filing are different capabilities. Confirm the precise export format, configured integration, and filing process with the team and your accountant.
Does MoboSafe provide accounting records or only an external connector?
The documented accounting module provides its own chart of accounts, journals, accounting documents and financial reports. Connecting those records to another accounting system is a separate integration question. Confirm the required records, posting responsibilities and supported data exchange before rollout.
Connect the next part.
Begin
Ready to connect your whole operation?
Explore tracking, trips, assets, fuel, inventory, accounting, and payroll with the MoboSafe team. Build a rollout around the workflows your fleet needs.