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Transport Pro Set Up Chart of Accounts

Transport Pro’s Chart of Accounts keeps revenue, liability, expense, asset, and equity accounts organized. A default chart is included for a simpler start. If you prefer your own chart, a Transport Pro administrator can help organize and enter accounts during setup. Questions: support@transportpro.net.

Summary

Search the chart of accounts, learn how nesting and account series (assets, liabilities, freight revenue, load expenses) work, then add a new account with number, description, status, category, parent, contra, and security groups.

Jump to Section:

Search Chart of Accounts

Go to Accounting > Chart Of Accounts > Search Chart of Accounts. Enter filters if you want, or click Search with no filters to list accounts.

Search Chart of Accounts form with search fields and Search button.

Results list the accounts used for load sales, settlements, and other activity that posts to the general ledger.

Chart of Accounts search results listing existing GL accounts.

How Accounts Are Structured

Transport Pro requires account numbers and uses chronological nesting to categorize accounts. For example, if Cash is account 10, related cash accounts nest under that umbrella.

Cash account nesting example showing parent Cash account and related sub-accounts.
Nested child accounts under the Cash parent account number series.

Account types are also grouped by number series. For example, groups 10–19 can be assets and 20–29 liabilities.

Chart of Accounts grouped by number series for asset and liability account ranges.

The 30 series is set up for Freight Revenue. When a load is billed from the front end, those transactions post into the 30 series.

30 series Freight Revenue accounts used when loads are billed.

The 40 series is designated for load-related Expense accounts. Load expense transactions transfer to the general ledger in that series.

Note: Comparing the 30 series (freight revenue) against the 40 series (load expenses) makes it easier to see load profits versus losses.

40 series load-related Expense accounts on the chart of accounts.

Load sales transactions also generate based on the carrier type dispatched. For example, Owner Operator freight revenue posts into the corresponding 30 series group when an owner operator is dispatched.

Add an Account

To add a new account, click Add New Account in the upper left of the Chart of Accounts page.

Add New Account link in the upper left of the Chart of Accounts page.

Account Fields

  • Account Number: Required. Use a number that fits the series—for a new Cash account, start with 10 (for example, 10-0-3000).
  • Description: Enter the account title.
  • Account Status: Active or Inactive. Accounts cannot be deleted; inactive blocks access and editing.
  • Category: Select the correct account category.
  • Parent Account: Enter the parent number so the new account nests correctly (for 10-0-3000, the parent is 10-0). As you type, matching parents appear. With no parent, the system creates a new top-level account.
  • Contra Account: Choose the option your accountant requires for this account.
  • Security Groups: Check the groups that should see this account. If none are selected, the account will not appear on reports.
Add Account form with Account Number field for a new Cash-series account.
Add Account Description field for the account title.
Account Status dropdown to set the account Active or Inactive.
Category dropdown for selecting the account category.
Parent Account field with nested account lookup under the parent number.
Contra Account dropdown on the Add Account form.
Security group checkboxes controlling which reports show the account.

Important: Click Save Record before exiting the window. If you do not assign a security group, the account will not show on any reports.

Save Record button on the Add Account window.

If you have questions about the chart of accounts, contact support at support@transportpro.net.