KCP Finance
Titus Crane Services
After the books close (around the 10th), upload the four monthly files at the top. The two below are set once and only need re-uploading when they change.
Year-to-date account activity export. Replaces the prior upload.
The Receivable Report, run as of the same month-end as the GL. Reconciles Report 6's open AR to the GL. Replaces the prior upload.
Per-crane revenue and the ticket#→crane key for the latest review month. Upload the crane fleet (6) first. Replaces the prior upload for this month.
Operator wages + days, attributed to cranes via the job# key. Upload the Utilization Report (3) first. Replaces the prior upload for this month.
Annual budget. Stored on the server — only re-upload if it changed.
Upload BOTH together: the lease schedule (.xlsx, per-crane lease) and the Axon Equipment List (.csv, the Tractor-Name ↔ Crane key). Only re-upload when the fleet changes.
Delete an accidental or superseded upload. Deleting the last version of a month removes that month's review entirely (you'll be asked about its comments).