The Group Transactions screen allows you to set up charges that can be applied to groups of drivers and or vehicles.
This is useful for charging multiple drivers/vehicles when being processed through accounts.
To access this screen:
- Click on Transaction Templates from the Settings > Drivers & Vehicles dropdown menu.
Add group transaction
To add a new group transaction:
- Click on the Add button on the right-hand side.
- Enter the required group transaction details (marked with an asterisk *):
Description: Enter a unique description for the group transaction.
Commission Tax Mode: Select if the tax should be included in the commission or charged on top of the commission.
Commission Tax Rate: Enable to add a tax rate to charge to the driver/vehicle commission.
Driver Commission Fees: Select additional fees to be added to the driver commission.
Commission Charges Are Incremental: Enable this to increase the commission charges incrementally.
Commission Charges On: Select if commission charges should be added From & To Earnings or From & To Job Count. - Click to Add your commission charges.
For example, here we have added a 10% commission for all job types. - Next, click on the Transactions tab.
- Click on the Add button on the right-hand side.
- Select a Transaction Template.
Note: The fields are automatically populated based on the template selected, however, you may change the Value field to another monetary value (E.g. £50, £100, etc). - Then click Add and Create.
Once you've created a new Group Transaction, you can then add it to a Driver or Vehicle account.
Note: If you don’t charge a commission to your drivers, you can leave the Commission Charges settings blank and just use the Transactions tab.