Use this article as a cheat sheet for navigating round the Job Processor in 365 Accounts.
To access the Job Processor:
1. In the Dashboard, open up Accounts.
2. Click the Job Processor in the left-hand menu.
Key:
| Number | Description |
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1
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Dockets, Checks & Postings screen – For checking your bookings to ensure all the details are correct before posting the docket(s) to Invoicing.
See Dockets Checks & Postings for further detail.
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2
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Invoicing screen – Perform final checks on your dockets and create invoices to forward to your customers.
For more information, see Invoicing.
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3
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Master Invoicing – Search and manage sub-account invoices for a master account. Only available if you have access to a master account.
See Master Invoicing for more information.
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4
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Invoices Retrieve screen – Contains all your previous invoices that have been forwarded to customers.
For further detail, see Invoices Retrieve.
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5
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Customer Transactions screen – Pay off your invoices and issue any credit notes.
For information about this screen, see Customer Transactions.
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6
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Driver Accounts screen – Inspect the money that is owed by or owed to drivers.
See Driver Accounts for more information.
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7
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Driver Sheets History screen – Contains all the driver sheets from driver creation and processing.
See Driver Sheets History to read more.
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8
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Vehicle Accounts screen – Process transactions and dockets for your vehicles.
See Vehicle Accounts for more info.
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9
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Vehicle Sheets History screen – Contains all vehicle sheets from vehicle creation and processing.
See Vehicle Sheets History to read more.
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10
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Jobs Archive screen – Stores all non-account booking records that do not require further action.
For further comprehension, see Jobs Archive.
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11
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Filter panel button – Available on all screens throughout the Job Processor. Opens and closes the filter panel on the right-side of the screen, configures the data present in the table.
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12
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Refresh button – Available on all screens throughout the Job Processor. Updates the current table on screen.
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For in-depth documentation of the different buttons and features on each screen, use the links within the table above to open up the specific articles.