The Dockets Checks & Postings screen is where you can check all your bookings to ensure they have the correct pricing/costs, as well as, the right information attached and are now ready for invoicing the customers and paying your drivers.
To access this screen:
- Click on the Job Processor dropdown menu.
To filter the dockets table:
- Select which job type to filter by from the dropdown menu.
- Configure your filter panel options on the right-hand side.
- Then click Search.
The dockets table will then be populated based on your filter criteria.
Note: You can change your filters at any time by clicking on the Active Filters button.
Approve or unapprove
To approve or unapproved a docket:
- Select a docket.
Note: Multiple dockets can be selected using the Ctrl or Shift keys.
- Then click the (Tick) or (Cross) icon.
(Tick) Icon: Already approved, click to unapproved the docket.
(Cross) Icon: Unapproved, click to approve the docket.
Note: You can also click the Unapprove or Approve buttons in the bottom right.
Post a docket
To post an approved docket to invoicing:
- Select an approved docket.
- Then click the Post button in the bottom right.
The docket will then be sent to the Invoicing screen of the Job Processor.
Note: You can also post all the dockets rather than posting them individually.
The following actions can also be used:
- Archive: Select a docket and then click the 'Archive' button to send a docket to the Jobs Archive.
- Edit Price: Select a docket and then click the 'Edit Price' button to change the cost or price of a docket.
- Approve Fixed Prices: Select a docket and then click the 'Approve Fixed Prices' button to automatically approve all dockets that have fixed prices.
- Auto Reprice: Select a docket and then click the 'Auto Reprice' button to automatically reprice the docket if you have changed any details.
- Edit Docket: You can double-click on a docket to edit the docket details.
Note: You can also edit dockets in the Invoicing and Driver Accounts screens, so don’t worry if you post a docket you then realise is incorrect.