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Accounts Automator

Connor
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The Accounts Automator screen allows you to automate different account processes and reduce the need for human interaction with account jobs.

This is useful when there is a lot of manual work involved in checking, pricing and processing your account dockets which may require office staff to check dockets against your company rules and regulations.

accounts_automator_screen.png

To access this screen:

  1. Click on Accounts Automator from the Settings dropdown menu.

    accounts_automator_menu_item.png

Auto-approve Dockets

auto_approve_tab.png

Auto-approving Recipes

To add recipes for automatically approving dockets:

  1. Click on the Auto-approving Recipes button.

    accounts_automator_recipe_button.png
  2. Enter a Name and Description for the recipe. 

    accounts_automator_recipe_builder.png
  3. Click on the Add Condition button.

    accounts_automator_recipe_add_condition.png
  4. Filter the recipe rules by clicking on the available filters. 

    accounts_automator_recipe_filters.png
  5. Click Add Me on the rule you want to use. 

    accounts_automator_recipe_rule.png
  6. Configure the rule conditions.

    For example, our rule below will approve jobs if they are higher than £20.

    accounts_automator_recipe_rule_populated.png
  7. Click Add Me to save the rule. 

    accounts_automator_recipe_added.png
  8. Then click Add again to save the new recipe. 

    accounts_automator_recipes.png

Note: Multiple rules can be added to a single recipe by clicking on the Add Condition button again.

Note: You can also toggle if drivers will be queried when a job fails the rule checks by clicking on the icons next to the new rule:

  • Question: Send the driver a question if the rule check fails.
  • Photo: Require the driver to provide photo proof of the reason for failing the check. 
  • Signature: Require the driver to provide a signature to approve the check.

accounts_automator_recipe_checks.png

Driver Query

The driver query option allows you to set up questions and answers drivers must answer if a job fails certain checks or rules in a recipe. 

To add a new driver query:

  1. Click on the Driver Query button.

    accounts_automator_driver_query_button.png
  2. Enter the Question to ask a driver if the job fails any checks.

    accounts_automator_driver_query_question.png
  3. Enter any Common Responses a driver may select to answer the question. 

    accounts_automator_driver_query_answers.png
  4. Then click Save.

    accounts_automator_driver_query_populated.png

Once saved, a verification will show to drivers on Driver Companion if a job fails any checks or rules.

Note: The Signature Required and Photo Required texts are already set up by default, however, you can customise what the text says.

Auto-approve Jobs

The following settings will determine if certain job types are auto-approved by default, or if they require approval through a recipe. 

accounts_automator_auto_approve_jobs.png

Auto-post Dockets

The toggles in this tab allow you to control whether approved dockets are automatically posted.

auto_post_tab.png

To toggle auto-posting on or off for each booking type:

  1. Click on the (Tick) or (Cross) icon in each row:

    (Tick) Icon: Auto-posting will now be enabled.
    (Cross) Icon: Auto-posting will now be disabled.

    accounts_automator_auto_post.png

Note: You cannot toggle ‘Post No-Fares’ or ‘Post Cancelled’ without first enabling the ‘Auto-post Approved Jobs’ for a booking type.

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