The General screen contains various settings for controlling how the driver and vehicle accounts work on your system.
For example, here you can select whether jobs are automatically approved once the invoice is paid by the customer.
To access this screen:
- Click on General from the Settings > Drivers & Vehicles dropdown menu.
The following settings can be configured:
- Settle Driver/Vehicle Account: If enabled, a driver or vehicle account will be settled to zero after being processed.
- Approve Driver Jobs On Invoice Paid: Enable to approve all jobs a driver has in the job processor when the customer has paid their invoice.
- Approve Vehicle Jobs On Invoice Paid: Enable to approve all jobs a vehicle has in the job processor when the customer has paid their invoice.
- Global Driver Sheet Numbering: Enable if you want all driver sheets to have unique numbering.
- Driver Sheet Type: Select which mode to use for displaying driver sheets.
- Driver Sheet Balance: Select the option to display in regards to the Driver Sheet Balance. Affects what is shown on the 'Upcoming' page in Driver Companion.
- Driver Sheet Template: Select a driver sheet template.
- Allow Driver Sheet Deletion: Enable to allow system users to delete driver sheets.
- Driver Payments Update Previous Balance: If enabled, driver payments will show as a transaction on the previous balance, rather than the next balance.
- Sage:
- Sage Settings:
- Account Settings: Add your Sage account settings here if you bill drivers/vehicles through Sage.
- Sage Settings: