Creating a Corporate Account - 365 Accounts

Add corporate account

To add a new corporate account:

1. Click on the Add button on the right-hand side. 
   
   
2. Enter the required details (marked with an asterisk *) within each tab.
   
   
3. Then click Create.

Details

• Display Name: Enter the name of the company, department, or organisation you are adding. 
• Account Code: Enter a unique code for identifying this account. 
• Taxi Company: Select which system taxi company this account is active on.
• Suspended: Toggle On to suspend this account.
• Active History: Click to view any changes made to this account.
• Client Company Name: Enter the client's registered company name.
• Address: Enter the address details of the client company. 
• Telephone: Enter the telephone number of the client's company. 
• Contact Name: Enter the contact name of the client company (E.g. John Smith).
• Fax: Enter the fax number of the client company. 
• Emails (comma/semi-colon separated): Enter any emails for the client company (Invoices will be sent to the emails added here).
• Website: Enter the client company's website URL.
• Mandatory Booking Fields: Select any fields here that must be added when making a booking for this account. 
• Passwords: Add custom passwords that must be quoted by a customer when booking using this account.

Job Processing

• Contract Number: The account customer's contract number, typically shown on invoices.
• Invoice Template: Select which template should be used for account invoices.
• Export Invoice: Select which template should be used for export invoices.
• Invoice Email Body: Enter custom text to be shown in the email body when sending an invoice. 
• Invoice Header: Enter a custom text to be shown in the email header when sending an invoice. 
• Invoice Footer: Enter custom text to be shown in the email footer when sending an invoice. 
• Print Invoice: Select if invoices for this account should also be printed automatically. 
• Email Invoice: Select if the system should automatically send an email to the customer when an invoice is generated. 
• Invoice Frequency: Select how often an invoice should be sent when bulk sending invoices. 
• Invoice Format: Changing this will change the style of the invoices instead of using the default template. 
• Split Up Multi Pickup Jobs: Enable to split up jobs with multiple pickups for the customer account.
• Upload Invoice: Enable to upload a copy of your invoices to the file system. 
• Auto Export Job Info When Posted: Enable to automatically export job info when a job is processed.
• Use Signatures: If enabled a customer booking with this account will be required to provide a signature on the driver's device. 
• Extra Cost Tax Rate: If additional tax rates are required, you can apply them here.
• Reference: Enter a unique reference as an identifier for invoices of this account. 
• Include Export In Email: Select if invoice reports should be attached to the customer's invoice email. 
• Invoice Per Job: If required, enable this to create an invoice per job rather than in bulk. 
• Invoice Summary Sort By: Select which element the system should sort the invoice summaries by.
• Job Group Mode Sort By: Select how the system should sort jobs on an invoice.
• Job Group Mode: Select how jobs should be grouped on an invoice. 
• Master Account: If this is a sub-account, select the main account it is linked to.
• Service Charge Type: Select if the service charge should be in percentage or a fixed amount. 
• Service Charge: Enter the service charge value.
• Service Charge Tax Rate: If service charge tax rates are required, you can apply them here.
• Tax Rate: If a standard tax rate is required, you can apply it here.
• VAT Mode: Select which VAT mode should be used for this account. 
• Discount Type: If you wish to apply a discount to this account, select the discount type here.
• Discount: Enter the value of the discount.
• Auto Approve Recipe: Select which mode to use for auto-approving recipes.
  • Custom:
    • Custom Auto Approve Recipe Method: Select if auto-approval should be used or not. 
    • Custom Auto Approve Recipe: Select under which circumstances an account booking can be auto-approved. 
  • Use Global:
    • Invoice Payment Method: Select the default invoice payment method. 

Tariffs

• Display Price/Cost On Booking Screen Mode: Select if the price or cost should be on the booking screen for bookings on this account. 
• Use Master Account Pricing Modes: Enable if this is a sub-account and it should inherit the pricing modes set don't the master account. 
• Variable Tariff Mode: Select the variable tariff mode for this account.
• Fixed Tariff Mode: Select the fixed tariff mode for this account.
• Variable Tariffs: Select which variable tariffs should be applied to this account. 
• Fixed Tariffs: Select which fixed tariffs should be applied to this account. 
• Auto Price/Cost Recalculation On Shout Mode: Bookings for this account will be recalculated automatically when in shout mode. 
• Variable Price Fixed (Excluding As Directed): Enable to fix the variable price for any bookings that aren't 'as directed'.
• Waiting Time Minutes Free: Enter a value of the amount of waiting per job this account customer can accumulate before applying waiting time charges.
• Override Force Shout For Fixed Tariffs: Enable to clear jobs without a driver shout if the fixed price matches.
• Waiting Time Minutes Free: Set how much waiting time a customer on this account can have for free.
• Gratuity Surcharge Mode: Select if gratuity is charged on top of the surcharge or separately.
• Gratuity Setting Type: Select the gratuity type.
• Gratuity Setting Value: Enter the gratuity value.
• Apply Surcharge Mode: Select if surcharges should be charged when a booking is placed or completed.

• Surcharge (Price): The settings here will apply a surcharge on top of an account booking price.
• • Surcharge Type: Select the surcharge value type. 
  • Surcharge Value: Enter the value of the surcharge.
  • Round-Up To Nearest: Set the nearest decimal place to round the surcharge up to (E.g. 0.01).
  • Variable Tariffs Only: Enable to only apply the surcharge to variable tariffs.

• Surcharge (Cost): The settings here will apply a surcharge on top of an account booking cost. 
  • Surcharge Type: Select the surcharge value type. 
  • Surcharge Value: Enter the value of the surcharge.
  • Round-Up To Nearest: Set the nearest decimal place to round the surcharge up to (E.g. 0.01).
  • Variable Tariffs Only: Enable to only apply the surcharge to variable tariffs.
• Price Limits: Enable to configure price limits for this account. 
• iGo Pricing: Select if account bookings from iGo should use your system pricing or vendor pricing. 
• iGo Pricing Surcharge Mode: Enable to add a separate surcharge for iGo bookings. 

General

• Auto Exchange Enabled: Enable to automatically exchange account jobs for this customer between your systems. 
• Comments: Enter custom messages to be displayed for different users. 
• Auto Priority: If required, set a custom priority for bookings from this account to override the default booking priorities. 
• Passcode Failure Mode: Select what the system should do if a customer fails to enter the correct booking passcode. 

• Passenger Notifications:
  • Use Custom Textback Template: Enable to use a custom textback template for bookings on this account. 
  • Use Custom Email Template: Enable to use a custom email template for bookings on this account. 
  • Enable Callback: Toggle to enable callback for bookings on this account. 
  • Disable Ringback: Enable to disable ringback for bookings on this account. 
  • Interactive Confirm Booking Prompt: Enable to prompt the customer to press 1 when a ringback happens to confirm the booking.
  • Interactive Cancel Booking Prompt: Enable to prompt the customer to press 2 when a ringback happens to cancel the booking.

• Cab Exchange Options:
  • Enable Identifier: Enable to generate a unique identifier for this account for linking it to other products such as eBooking and the Passenger App. 
  • Identifier: This field will be populated with the generated identifier.
  • Mode: Select which mode should be used for cab exchange on this account. 
  • Agent ID: Enter the customer's company ID and spend it with a 3 (E.g. 30053).
  • Contract Reference: Enter the cab exchange agent reference. 
  • Accept Set Prices: Enable to allow set prices for account bookings made through cab exchange.
  • iGo VAT Mode: Select a VAT mode for your iGo accounts. See How To Set Up iGo VAT Mode for further information on this setting.

• Optimised Dispatch: 
  • Optimised Dispatch Enabled: Toggle to "enabled" to display additional settings.
  • Optimised Dispatch Capacity Threshold: Set the percentage capacity threshold, which will automatically switch off "Optimised Dispatch" for this customer account once reached (Note: This can only be set in increments of 10%).
  • Optimised Dispatch Priority Limit: Set the highest priority the booking can be increased to (e.g. 1-9).
  • Optimised Dispatch Time Limit: Set the time limit for increasing the booking priority (e.g. after 2 minutes, the priority will be increased by 1 increment).

Autopay

• EBP Bank Details: This is for adding the Electronic Bank Payment (EBP) bank details of a 3rd party bank.
  • Journal Code: The journal code for a record of the business transactions.
  • Bank Code: The bank code.
• EBP Account Work: This is for adding the EBP Account Work details of a 3rd party account. 
  • Account Reference: Your individual account reference number.
  • Payout Code: The code for recording money paid out of the account.
  • Payin Code: The code for recording money paid into the account.
  • Journal Code: The journal code for a record of the business transactions.
  • Currency: The currency the driver should be billed in.
• Sage:
  • Sage Settings:
    • Account Settings: Add your Sage account settings here if you bill drivers through Sage.
    • Payment Card: Add a payment card for Sage.