Worksheet

Transport month-end checklist

List the five close steps on a single page, with a column for the count at each step and the person who owns it. Fill in the unsigned PODs, unbilled LRs, undeposited to-pay cash and open trips. The counts show which step holds the month up.

Name: ______________________   Business: ______________________   Date: ______________

Cross out or rewrite any heading that does not fit your business. From the guide “Month-End Close for a Transport Company: PODs, Freight Bills and Hire”, www.gullysystem.com/blog/month-end-close-for-a-transport-company-pods-freight-bills-and-hire