What is Accounts V2?
Accounts V2 is where you can manage and view bookings made on your system, process transactions and dockets, pay off your invoices and issue credit notes, review records of your drivers and vehicles and more.
Note: Currently Accounts V2 is in a Beta phase with ongoing updates and bug fixes.
To access Accounts V2:
- On the 365 Portal dashboard, click the Accounts V2 (Beta) tile.
This opens Accounts V2 onto the Docket Checks section. Use the top navigation bar to move between sections and the filter to filter the data on each screen.
How does it work?
In Accounts V2, there are three main sections (click the boxes below to expand):
Here you can check your bookings to ensure all the details are correct before posting the docket(s) to Invoicing.
For more information and helpful guides, see Docket Checks - Accounts V2.
The Customer section contains four sub-sections: Invoices, Master Invoicing (only available if you have access to a Master account), Invoice Retrieve and Customer Transactions. Across these sections you can create invoices to forward to your customers, review all your previous invoices that have been forwarded to customers and pay off your invoices and issue any credit notes.
See Customer - Accounts V2 for in-depth instructions and further details.
The Driver/Vehicles section four sub-sections: Driver Accounts, Driver Sheet History, Vehicle Accounts, Vehicle Sheet History. Here you can manage your money owed to or owed by your drivers, process transactions and dockets for your vehicles and review sheets from driver/vehicle creation and processing.
For step-by-step instructions and further information, see Driver/Vehicles - Accounts V2.
What are the benefits?
Accounts V2 enables you to efficiently manage your transactions and bookings, easily process dockets for invoicing, and simplify the process of paying your accounts. With an intuitive UI and convenient shortcuts, you can quickly and efficiently process large batches of transactions in a single click.