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Configuring Corporate Customers - 365 Accounts

Connor
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The Corporate screen contains all the necessary global settings to ensure your account work runs smoothly and is processed correctly.

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To access this screen:

  1. Click on Corporate from the Settings > Customers dropdown menu.

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The following settings can be configured:

General

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  • Display Name: Defaults to global as every customer has a unique name.
  • Account Code: Enter a unique code for identifying the account jobs. 
  • Taxi Company: Select which system taxi company accounts are active on by default.
  • Booking Colour: Set what colour should show for account work on the dispatch screen. 
  • Booking Colour Overrides Capabilities: If enabled, the booking colour will override any custom capability colours. 
  • Password Entry Mode: Select which mode to use for entering and displaying account passwords.
  • Password Sort Mode: Select if passwords should be sorted or not for operators. 
  • Show Extra Fields: Select which fields should be shown to drivers for account bookings.
  • Booking Account by Code: If enabled, accounts will only be sorted by their account code. 
  • Sort Account by Column: Select if accounts should be sorted by their code or name.
  • Enable Automatic Our Reference: Enable to automatically generate a reference for the 'Our Reference' field. 
  • Maximum Reference Number: Set the maximum value reference numbers can go to (E.g. 999999).
  • Passcode Failure Mode: Select what the system should do if a customer fails to enter the correct booking passcode. 
  • Comments For Driver: Enter a custom message to be displayed to drivers for account bookings.
  •  Pricing:
    • Booking Fee For Manual Price: Select the booking fee for manual pricing.

Job Processing

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  • Invoice Email Body: Enter custom text to be shown in the email body when an invoice email is sent to an account customer. 
  • Invoice Header: Enter custom text to be shown in the email header when an invoice email is sent to an account customer. 
  • Invoice Footer: Enter custom text to be shown in the email footer when an invoice email is sent to an account customer. 
  • Print Invoice: Enable to prompt users to print an invoice when generated. 
  • Email Invoice: Enable to automatically email invoices to account customers. 
  • Print Full Address On Invoice: Enable to include the full address on printed invoices. 
  • Upload Invoice: Enable to upload a copy of your invoices to the file system. 
  • Print Note With Address On Invoice: Enable to include booking notes on printed invoices.
  • Master Invoice: Enable to use the master invoice feature and link sub-accounts to master accounts. 
  • Invoice Export Mode: Select which mode to use for exporting invoices.
  • Invoice Export Setting: Select which settings should be used for exported invoices.
  • Invoice Upload Mode: Select which mode to use for uploading invoices.
  • Invoice Upload Path: Enter the folder path for uploading invoices to.
  • Discount Type: If you wish to apply a discount to the customer accounts, select the discount type here.
  • Discount: Enter the value of the discount.
  • Split Up Multi Pickup Jobs: Enable to split up jobs with multiple pickups for customer accounts.
  • Auto Export Job Information When Posted: Enable to automatically export job info when a job is processed.
  • Extra Cost Tax Rate: If additional tax rates are required, you can apply them here.
  • Include Export In Email: Select if invoice reports should be attached to a customer's invoice email. 
  • Invoice Per Job: If required, enable this to create an invoice per job rather than in bulk. 
  • Independent Invoice Numbers: Enable to have independent invoice numbers for each customer invoice. 
  • Invoice Summary Sort By: Select which element the system should sort the invoice summaries by.
  • Invoice Template: Select which template should be used for account invoices.
  • Reference: Enter a unique reference as an identifier for invoices of customer accounts. 
  • 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 customer accounts. 
  • Use Signatures: If enabled a customer booking with an account will be required to provide a signature on the driver's device.
  • Email:
    • Send Email When Payment Successful: Enable to send an email to an account customer when their payment is successful.
    • Send Email When Payment Fails: Enable to send an email to an account customer when their payment fails.
    • Send Email on Credit Stop: Enable sending an email to an account customer when their account credit has been stopped.

Tariff

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  • Display Price/Cost On Booking Screen Mode: Select if the price or cost should be on the booking screen for account bookings. 
  • Variable Price Fixed (Excluding As Directed): Enable to fix the variable price for any bookings that aren't 'as directed'.
  • Override Force Shout For Fixed Tariff: Enable to clear jobs without a driver shout if the fixed price matches.
  • Automatic Price/Cost Recalculation On Shout Mode: Account bookings will be recalculated automatically when in shout mode. 
  • Waiting Time Minutes Free: Set how much waiting time an account customer can have for free.
  • 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).
  • 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).
  • Gratuity Setting Type: Select the gratuity type.
  • Gratuity Setting Value: Enter the gratuity value.
  • Automatic Price/Cost Recalculation In Accounts: Select if an account booking should be recalculated if any of the fields have been changed while in the job processor. 
  • Confirm Automatic Price/Cost Recalculation: Enable to require confirmation when automatically recalculating a booking's price/cost.
  • 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. 

Autopay

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  • 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 customers should be billed in.
  • Sage:
    • Sage Settings:
      • Account Settings: Add your Sage account settings here if you bill customers through Sage.
      • Sage Version: Select which version of Sage you are using.
      • Auto-Populate Account Reference: Enable to automatically populate the account reference field on customer accounts.
      • Export Credit Note to Sage: Enable to automatically export a credit note to sage. 

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