The General Settings screen contains various settings for configuring the job processor, autopay, and adjustment reasons.
To access this screen:
- Click on General from the Settings dropdown menu.
The following settings can be configured:
Jobs
- Docket Mode: Select which mode to use for creating dockets.
- Job Process Mode Includes Street Bookings: Enable to include street bookings in the job processor.
- Require Cancellation Reason: Enable to require a reason to be provided when cancelling a booking.
- Job Insert Mode:
- Completed: Enable to ensure completed jobs show in the job professor.
- No Fare: Enable to ensure no fare jobs show in the job professor.
- Cancelled: Enable to ensure cancelled jobs show in the job professor.
- Job Processing Mode:
- Invoicing: Enable if you require all jobs in the invoicing section of the job professors to be manually processed.
- Drivers: Enable if you require all jobs in the drivers' section of the job professors to be manually processed.
- Vehicles: Enable if you require all jobs in the vehicles section of the job professors to be manually processed.
- Job Number Mode: Set to 'Automatic' to ensure docket numbers are automatically generated by the system.
- Maximum Jobs Number: Set the maximum value job numbers can go to (E.g. 999999).
- Payment Fee Mode: Select if an account booking payment fee is applied to the cost, price or neither.
- Manual Approval Required:
- Invoicing: Enable if you require all jobs in the invoicing section of the job professors to be manually approved.
- Drivers: Enable if you require all jobs in the drivers' section of the job professors to be manually approved.
- Vehicles: Enable if you require all jobs in the vehicles section of the job professors to be manually approved.
- Auto Export:
- Credit Card Jobs: Enable to automatically export credit card jobs into a file.
- All Jobs: Enable to automatically export all jobs into a file.
- Post Job With Cost/Price <= Zero: Enable to automatically export posted jobs with a cost/price less than zero into a file.
Autopay
- Customer Account Work: This is for adding the Customer Account Work details of a 3rd party account.
- Account Reference: The customer's 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 customer should be billed in.
- Driver Account Work: This is for adding the Driver Account Work details of a 3rd party account.
- Account Reference: The driver's 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.
Adjustment Reasons
To add a new adjustment reason:
- Click on the Add button on the right-hand side.
- Select the Adjustment Type and give it a Reason.
- Then click Save.
The adjustment reason can then be selected when making adjustments to a job in the Job Processor.